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Resources


The Operational KPI Playbook: A Practical Guide to Clinic Performance Metrics
The article provides a guide for clinic operators to use operational key performance indicators (KPIs) effectively. It emphasizes setting clear targets, defining core KPIs, and creating efficient dashboards for management. It also advises committing to consistent reviews, clean data capture, and clear metric ownership.
Dan Dunlop
May 810 min read


The Operational KPIs Every Clinic Should Track
The article guides healthcare clinic owners on identifying effective operational Key Performance Indicators (KPIs) including capacity, revenue, workflow, staffing, and patient experience. It emphasizes clear ownership, consistent reporting, and aligning Electronic Health Records (EHR) to effectively track these KPIs.
Dan Dunlop
Mar 2811 min read


When Custom Development Makes Sense in Charm: A Systems Architect’s Checklist
The article provides a comprehensive checklist for healthcare clinics considering custom development in Charm, an electronic health record system. It guides users to distinguish between workflow issues and software limitations, shares conditions favorable for custom development, and warns against common pitfalls. Guidelines for controlled execution of custom projects are also presented.
Bryan Dennstedt
Mar 2710 min read


Essential Checklist for Owner Dashboards in Healthcare Practices
A practical checklist guides practice owners to create effective owner dashboards; prioritizing timely insights over aesthetics, focusing on essential revenue and operational metrics, detecting outliers in multi-provider setups and maintaining review cadence. A well-designed dashboard aids swift decision-making and practice management.
Dan Dunlop
Mar 248 min read


Maximizing Clinical Operations Efficiency: A Step-by-Step Guide
This guide offers strategies for healthcare practices to synchronize their clinical care with business operations, thus boosting margins and preventing staff burnover. It emphasizes optimizing outcomes, defining key metrics, aligning with EHR, standardizing documentation, and integrating burnout prevention into business metrics.
Dan Dunlop
Mar 229 min read


Turning EHR Cleanup Into Strategic Advantage: A Step‑By‑Step Playbook
Transforming regular electronic health records (EHR) cleanup into a strategic practice can reduce costs, improve staff efficiency, and increase practice revenue. By focusing on business problems over software, standardizing and streamlining templates and workflows, and providing regular training, practices can ensure clean, reliable data supporting sustainable practice growth.
Dan Dunlop
Mar 199 min read


Streamlining EHR Workflows for Practice Efficiency
To reduce EHR-related errors, practices should prioritize high-impact errors, map actual workflows, standardize critical paths, assign clear responsibilities, incorporate error-proofing measures, establish visible metrics, conduct small pilot tests, associate process design with staff retention and regularly review the process.
Dan Dunlop
Mar 178 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


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


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


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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