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Field Notes Clinical infrastructure, in practice
How to Audit Patient Intake in 3 Hours
Jul 14, 2026 ·5 min read

How to Audit Patient Intake in 3 Hours

You can learn more about your practice in one afternoon of watching intake than in a month of dashboards. I mean that literally. Block three hours, grab a notebook, and g

Refill Protocol for Concierge Clinics at Scale
Jul 7, 2026 ·6 min read

Refill Protocol for Concierge Clinics at Scale

Refill requests are the workflow that quietly eats concierge practices alive. Every clinic I've worked with underestimates the volume until they actually count it. A

What a clean EMR migration actually looks like
Jun 30, 2026 ·2 min read

What a clean EMR migration actually looks like

Most practices treat an EMR migration as a software problem. It is really a logistics problem. The software is the easy part. The risk lives in the cutover: the hours whe

Automating Refill Coordination in Compounding Practices
Jun 30, 2026 ·6 min read

Automating Refill Coordination in Compounding Practices

The hidden tax on a compounding practice: refill coordination If you run a compounding practice, you already know refills eat your week. What you may not have measured i

How to Build SOPs That Clinics Actually Follow
Jun 23, 2026 ·6 min read

How to Build SOPs That Clinics Actually Follow

Most clinics I walk into have SOPs. They're in a binder on a shelf, or a Google Doc nobody opens, or worse, in the head of the one MA who's been there seven years

EMR Migration Audit Checklist for Clinics
Jun 23, 2026 ·6 min read

EMR Migration Audit Checklist for Clinics

Most EMR migrations fail in the discovery phase, not the cutover. By the time you're loading patient records into a new system, the damage from a sloppy audit is alre

AI Intake vs Paper Forms: Clinic ROI Compared
Jun 23, 2026 ·5 min read

AI Intake vs Paper Forms: Clinic ROI Compared

The intake form is the most expensive piece of paper in your practice I've watched front desk teams spend more time chasing missing intake fields than they spend act

How to Find and Fix Workflow Gaps in Your Clinic
Jun 23, 2026 ·6 min read

How to Find and Fix Workflow Gaps in Your Clinic

The handoffs are where you're losing money If you want to find the real bottlenecks in your practice, don't look at your providers. Look at the spaces between th

The True Cost of Prior Authorization in Your Clinic
Jun 23, 2026 ·6 min read

The True Cost of Prior Authorization in Your Clinic

Prior authorization is the tax nobody put on the invoice. You don't see it on the P&L as a line item, but it's there, sitting inside payroll, inside the medic

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