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Resources


Navigating Build vs Buy Decisions for Clinic Workflow Optimization
The article outlines a ten-step checklist to guide clinic leaders through decisions on when to build versus buy when operating on Charm, a popular clinical software. It emphasizes clarity of problem description, exploration of Charm's native capabilities, consideration of the clinic's operational needs and strategic differentiation, estimating costs and potential returns, ensuring auditability, and setting up small, real-world tests for integration outcomes.
Bryan Dennstedt
Mar 169 min read


The EHR Checklist That Actually Lowers Staff Burnout
The article provides a detailed checklist for reducing staff burnout by improving Electronic Health Records (EHR) efficiency. Key strategies include assessing current EHR issues, optimizing templates and workflows, standardizing procedures, automating patient tasks, simplifying coding, and limiting alerts and notifications.
Dan Dunlop
Mar 159 min read


A Practical Checklist: Fixing a Struggling Clinic
The article proposes a sequential action plan for clinic owners to turn around their struggling practices. It stresses the importance of stabilifying revenue, optimizing scheduling, clarifying roles, monitoring key metrics, minimizing EHR friction, managing AR and denials, and establishing regular operations rhythm.
Dan Dunlop
Mar 148 min read


Hidden Charm Features Most Clinics Overlook for Workflow Optimization
Clinics can improve workflows by utilizing EHR configuration features such as customized clinical templates, structured task queues, implemented protocols, optimized scheduling, role-based permission control, communication standardization, and structured data entry fields for easier reporting. A careful, measured approach to configuration can enhance efficiency and patient care quality.
Bryan Dennstedt
Mar 1310 min read


The Quiet Cost Of Messy Data: A Practical Checklist For Charting Discipline In Charm
The article offers a practical checklist for improving data hygiene and charting discipline in medical clinics using Charm, an electronic health record system. It discusses strategies for standardizing chart structure, maintaining accurate problem and medication lists, improving template use, ensuring data cleanup and establishing proper governance for efficient, audit-ready operations.
Bryan Dennstedt
Mar 119 min read


Key Operational KPIs for Clinic Success
To effectively run a more profitable clinic, operators should focus on 10 essential operational Key Performance Indicators (KPIs), including provider utilization rate, net collection rate, and days in Accounts Receivable. Consistent tracking and utilisation of these KPIs will improve operations, margins, and team capacity.
Dan Dunlop
Mar 109 min read


Mastering Telehealth Workflows in Charm: A Comprehensive Guide for Clinics
This comprehensive checklist offers clinics practical advice on perfecting their telehealth workflows using Charm. It identifies key areas such as defining telehealth visit types and rules, standardizing scheduling and booking, and ensuring documentation and billing compliance, among others.
Bryan Dennstedt
Mar 99 min read


Operational Guide: Preparing Your Practice for Sale or Expansion
Preparing a medical practice for sale or expansion requires clarity of financials, operational efficiency, standardized EHR practices, and decreased owner-dependency, ensuring stability and easy transfer of operations. A buyer or lender seeks process reliability, operational self-awareness, and predictable performance.
Dan Dunlop
Mar 58 min read


8 Steps to Reduce EHR Burnout and Improve Staff Efficiency
The article suggests specific EHR changes to reduce staff burnout in medical practices, including tracking after-hours EHR-driven work, simplifying visit workflows, using templated responses, managing EHR inboxes, automating repeatable tasks, decluttering EHR configurations, standardizing training, and improving visibility for owners. It recommends focused, measured adjustments for meaningful improvements.
Dan Dunlop
Feb 108 min read


Maximizing Revenue through EHR Workflow Optimization
TL;DR: Turning Workflow Fixes Into Dollars Saved You already know your EHR is clogging up your day. What you probably do not have is a clean way to translate that friction into cash. Until you can see the money, every workflow conversation feels like opinion versus opinion. So here is the core question to anchor this entire discussion: How do you turn specific, measurable workflow fixes in your EHR into a clear, predictable dollar impact on your practice? Not a vague sense of
Dan Dunlop
Feb 109 min read


The Invisible Asset: Optimizing EHR for Practice Sale Success
The smooth sale or expansion of a medical practice depends significantly on the efficient utilization of the electronic health record (EHR) system. It is crucial to design the EHR interface for smooth operation, future scalability, making operations easier to understand and manage, and reducing dependence on specific individuals.
Dan Dunlop
Feb 510 min read


Creating a Reliable Downtime Plan for Charm-Based Clinics
To prevent clinic-wide failures during EHR outages, establish a practical uptime plan focusing on reliable operational continuity. Classify critical functions, choose a downtime model, prepare a downtime packet, assign clear roles, test plans with drills, and ensure technical consistency.
Bryan Dennstedt
Feb 47 min read
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