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Field Notes Clinical infrastructure, in practice
Front-Desk Protocols That Actually Drive Retention
Sep 5, 2026 ·6 min read

Front-Desk Protocols That Actually Drive Retention

Most practice owners I talk to obsess over the wrong retention levers. They rebuild the website, redesign the intake packet, add another loyalty perk to the membership ti

Concierge Practice Throughput Metrics That Matter
Sep 4, 2026 ·5 min read

Concierge Practice Throughput Metrics That Matter

Most concierge practices I've worked with can tell you their panel size and their average revenue per member. Ask them how many clinical minutes it takes to serve one

Fix Your Refill Queue Before Adding More Staff
Sep 3, 2026 ·6 min read

Fix Your Refill Queue Before Adding More Staff

Refill queues break down for the same reasons across almost every compounding-adjacent practice I've worked with. The pharmacy isn't the bottleneck. Your workflow

EMR Cutover Playbook: 6-Week Transition Guide
Sep 2, 2026 ·6 min read

EMR Cutover Playbook: 6-Week Transition Guide

Every clinic I've helped through an EMR cutover has one thing in common: the leadership team underestimated the middle two weeks. The kickoff feels exciting. Go-live

AI-Assisted Charting: What Actually Works in 2025
Sep 1, 2026 ·6 min read

AI-Assisted Charting: What Actually Works in 2025

The real documentation tax on your clinic Every practice owner I talk to underestimates how much documentation actually costs them. Not just in dollars, but in clinician

AI Clinical Summaries: Where They Work and Where They Don't
Aug 31, 2026 ·5 min read

AI Clinical Summaries: Where They Work and Where They Don't

Ask any physician what they'd cut from their day, and chart notes land near the top. So when AI-generated clinical summaries started showing up in EMRs a couple of ye

How to Audit Your Clinic Intake Workflow
Aug 30, 2026 ·6 min read

How to Audit Your Clinic Intake Workflow

Most intake workflows are not designed. They accumulate. A form gets added after a bad billing month, a phone script gets tweaked after a complaint, a new insurance field

Order Sets and Templates: Your Highest-ROI EMR Fix
Aug 29, 2026 ·5 min read

Order Sets and Templates: Your Highest-ROI EMR Fix

If you can only fix one thing in your EMR this quarter, fix your order sets and note templates. Not your scheduling logic, not your patient portal skin, not the fifth int

The True Cost of Your EMR Beyond the Invoice
Aug 28, 2026 ·6 min read

The True Cost of Your EMR Beyond the Invoice

Every vendor pitch deck I've seen in the last decade shows the same slide: a monthly per-provider fee, an implementation number, and maybe a support tier. That's

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