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Resources


Building a Practical Reliability and Uptime Plan for Charm Clinics
The article offers a practical checklist for clinic leaders to create a reliable, audit-ready plan for Charm EHR, to protect clinic operations from disruptions. It emphasizes defining operational reliability, mapping workflows, establishing recovery objectives, planning backups, stabilizing local environments, and reviewing incident response plans.
Bryan Dennstedt
2 days ago11 min read


How to Run a Clinic Successfully: Prioritize These Fixes for Immediate Impact
To revitalize a struggling clinic, prioritize stabilizing cash flow, promoting predictable schedules, facilitating documentation, improving staff handoffs, tracking key performance indicators, eliminating non-essential tasks, and establishing a rhythm of operational reviews and changes.
Dan Dunlop
6 days ago10 min read


The Operational KPI Playbook: Maximizing Clinic Performance
Practices should focus on a set of KPIs that provide visibility into clinic performance and scalability. Key factors to track include provider utilization, patient access and throughput, revenue per provider, claim acceptance rate, days in A/R, staff productivity, patient retention, and cost per visit.
Dan Dunlop
May 159 min read


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


Designing Charm Intake Automation for Clinic Efficiency
Creating an effective intake automation process in Charm involves a methodology that is practical, reliable and mirrors real clinic operations. This includes designing a single intake path, ensuring reliable triggers, using data efficiently, and prioritizing staff adoption.
Bryan Dennstedt
May 59 min read


Maximizing Practice Efficiency: A Practical Guide for EHR Optimization
Identifying and fixing invisible time drains can significantly boost practice efficiency and profitability. By evaluating EHR setups and staff workflow in areas like patient intake, documentation, and messaging, practice owners can better allocate resources, thereby reducing burnout.
Dan Dunlop
May 110 min read


Creating Effective Clinic Owner Dashboards for Better Decision-Making
The article provides a thorough checklist on designing ChARM's dashboards and reports that aid clinic owners in running their business, emphasizing the importance of decision clarity, owner-level metrics, accurate data mapping, and workflow alignment. The article recommends conducting maintenance and avoiding common mistakes for effective reporting.
Bryan Dennstedt
Apr 218 min read


Practical Checklist for Optimizing Owner Dashboards in Medical Practices
The article provides a practical guide for medical practice owners to design effective EHR dashboards. Recommendations include focusing on decision-relevant metrics, real-time revenue reporting, efficient scheduling, preventing staff burnout, and maintaining margin clarity. Discipline in dashboard usage is also emphasized.
Dan Dunlop
Apr 166 min read


The First Three Fixes For A Struggling Clinic: A Checklist For Owners Who Want Control Back
Struggling clinics should first stabilize their appointment schedule, streamline their revenue cycle, and reduce Electronic Health Records (EHR) friction to regain control and ensure predictable growth. This approach mitigates chaos, enhances revenue, and reduces staff burnout.
Dan Dunlop
Mar 299 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


Optimizing EHR Workflows for Cash-Pay and Insurance Models
To safely grow your practice, design separate electronic health records (EHR) workflows for insurance and cash-pay models. Further differentiate through different appointment types, financial consent template, and revenue reports. For scalability, choose EHR platforms allowing standardization and automation.
Dan Dunlop
Mar 268 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


Scaling Charm: A Guide to Multi-Location Clinic Success
Successfully scaling Charm to a multi-location operation requires pre-planning, standardized processes, careful implementation, and goal-orientated assessment. It's crucial to design workflows for team efficiency, ensure consistent clinical/billing practices, and employ automation where efficient. Ensuring Charm reflects actual clinic operations is key.
Bryan Dennstedt
Mar 208 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
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