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Resources


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


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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