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Worked examples

How we think about the work

Each one takes a real problem in a healthcare setting and works the journey end to end: what a patient goes through today, what it could be instead, and what would have to be true to get there.

These are concepts, and every one is labeled as one. No client engagement sits behind them yet. Every number is typed and sourced, and the proof on this site is the client feedback on the home page.

The clearest example of how the journey gets worked end to end.

Two blocks separated by a dashed line, with a clock face in the space between them. Cover art for The Phone, the Portal, and the Empty Slot: A Patient Access Desk for a Family Practice. Two blocks separated by a dashed line, with a clock face in the space between them. Cover art for The Phone, the Portal, and the Empty Slot: A Patient Access Desk for a Family Practice.
Family Practice Concept

The Phone, the Portal, and the Empty Slot: A Patient Access Desk for a Family Practice

A family health organization has appointments nobody can book and patients who cannot get through. This is the transformation that turns four incoming channels into one triaged queue, fills the gap a cancellation leaves, and keeps a human on every booking that matters.

No-shows, 27%

Top patient-access priority named by practice leaders

Billing & RCM

2 worked examples

Medical billing companies and clinic revenue operations

Two blocks split apart by a jagged break, with a cheque at the fracture. Cover art for Stop Resubmitting, Start Fixing: Reading the Rejection Pattern Instead of Working the Queue. Two blocks split apart by a jagged break, with a cheque at the fracture. Cover art for Stop Resubmitting, Start Fixing: Reading the Rejection Pattern Instead of Working the Queue.

Medical billing and revenue cycle operations 14 billers serving about 60 clinician clients across several specialties Concept

Stop Resubmitting, Start Fixing: Reading the Rejection Pattern Instead of Working the Queue

A billing operation measures itself on how fast it reworks rejected claims, which rewards being efficient at a problem instead of ending it. This is the transformation that groups rejections by cause, sends the fix upstream to the clinic, and keeps a human on every resubmission.

$83B

Annual staff time spent on routine administrative transactions

A key inside two concentric protective shells, each with an opening. Cover art for Check It Before They Arrive: Eligibility Verification Moved to the Moment of Booking. A key inside two concentric protective shells, each with an opening. Cover art for Check It Before They Arrive: Eligibility Verification Moved to the Moment of Booking.

Medical billing and revenue cycle operations 14 billers serving about 60 clinician clients across several specialties Concept

Check It Before They Arrive: Eligibility Verification Moved to the Moment of Booking

Eligibility is usually checked after a claim bounces, which is the most expensive possible moment. This is the transformation that verifies coverage when the appointment is made, tells the front desk in plain language what it found, and never quotes a patient a price a person has not approved.

$12.3B

Annual savings available from fully adopting electronic eligibility and benefits verification

Dental Practices

2 worked examples

Dental practices and multi-location dental groups

A staircase of rising bars with a cheque above the tallest one. Cover art for The Plan They Said Yes To and Never Booked: Following Through on Deferred Dental Treatment. A staircase of rising bars with a cheque above the tallest one. Cover art for The Plan They Said Yes To and Never Booked: Following Through on Deferred Dental Treatment.

Dentistry (general practice with in-house hygiene) 3 locations, 7 dentists, 5 administrative staff Concept

The Plan They Said Yes To and Never Booked: Following Through on Deferred Dental Treatment

A dental group's largest untreated backlog is not on a waitlist, it is in accepted treatment plans that never got scheduled. This is the transformation that tracks a plan after the patient leaves, follows up in the patient's own terms, and never lets software chase a clinical decision on its own.

0 to a working list

A stack of horizontal bars with a signed contract with a seal resting on top of them. Cover art for Assembling the Predetermination Packet: Evidence, Codes, and One Submission a Dentist Actually Signs. A stack of horizontal bars with a signed contract with a seal resting on top of them. Cover art for Assembling the Predetermination Packet: Evidence, Codes, and One Submission a Dentist Actually Signs.

Dentistry (general practice with in-house hygiene) 3 locations, 7 dentists, 5 administrative staff Concept

Assembling the Predetermination Packet: Evidence, Codes, and One Submission a Dentist Actually Signs

A dental group loses hours assembling insurer predeterminations by hand: radiographs, chart notes, periodontal charting, and a narrative, gathered from four places into one submission. This is the transformation that drafts the packet from the record and leaves the clinical narrative to the dentist.

$83B

Annual US provider and plan staff time on routine administrative transactions

Family Practice

2 worked examples

Primary care practices and the EMRs they run on

A dense block of stacked lines resolving into a few clean blocks, with a document between them. Cover art for The Drawer of Forms: Drafting Sick Notes, Insurance Forms and Referral Letters From the Chart. A dense block of stacked lines resolving into a few clean blocks, with a document between them. Cover art for The Drawer of Forms: Drafting Sick Notes, Insurance Forms and Referral Letters From the Chart.

Primary care (family medicine) 6 physicians, 2 nurse practitioners, about 11,000 rostered patients Concept

The Drawer of Forms: Drafting Sick Notes, Insurance Forms and Referral Letters From the Chart

A family practice runs a second, invisible practice made of paperwork nobody was trained for: insurance forms, disability paperwork, school notes and referral letters. This is the transformation that drafts each one from the chart that already holds the answer, and leaves the clinical opinion to the clinician.

About 3 hrs/wk

Two blocks separated by a dashed line, with a clock face in the space between them. Cover art for The Phone, the Portal, and the Empty Slot: A Patient Access Desk for a Family Practice. Two blocks separated by a dashed line, with a clock face in the space between them. Cover art for The Phone, the Portal, and the Empty Slot: A Patient Access Desk for a Family Practice.

Primary care (family medicine) 6 physicians, 2 nurse practitioners, 4 admin staff, about 11,000 rostered patients Concept

The Phone, the Portal, and the Empty Slot: A Patient Access Desk for a Family Practice

A family health organization has appointments nobody can book and patients who cannot get through. This is the transformation that turns four incoming channels into one triaged queue, fills the gap a cancellation leaves, and keeps a human on every booking that matters.

No-shows, 27%

Top patient-access priority named by practice leaders

Home & Community Care

2 worked examples

Home care agencies and community health teams

A measurement waveform inside two concentric protective shells, each with an opening. Cover art for Proving the Visit Happened: An Audit Trail Home Care Can Assemble in an Afternoon. A measurement waveform inside two concentric protective shells, each with an opening. Cover art for Proving the Visit Happened: An Audit Trail Home Care Can Assemble in an Afternoon.

Home and community care (personal support and nursing) 38 caregivers, 4 coordinators, about 190 active clients, publicly and privately funded Concept

Proving the Visit Happened: An Audit Trail Home Care Can Assemble in an Afternoon

When a funder audits a home care agency, the question is not whether care was delivered, it is whether the agency can prove it. This is the transformation that captures the evidence as the visit happens instead of reconstructing it from memory nine months later.

Planned to delivered

A field of evenly spaced dots with a clock face standing out at one position. Cover art for Forty Visits, One City, One Morning: Routing Home Care Without Losing Continuity. A field of evenly spaced dots with a clock face standing out at one position. Cover art for Forty Visits, One City, One Morning: Routing Home Care Without Losing Continuity.

Home and community care (personal support and nursing) 38 caregivers, 4 coordinators, about 190 active clients across a city Concept

Forty Visits, One City, One Morning: Routing Home Care Without Losing Continuity

A home care agency's schedule is a daily negotiation between geography, skill match and the client who wants the same caregiver they had last week. This is the transformation that drafts the day against all three, and lets a coordinator overrule it in one click.

More than 1 in 3

Imaging & Labs

2 worked examples

Imaging clinics, diagnostic labs, and the referrers who use them

Several separate lines curving in from one side and resolving into an inbox tray. Cover art for The Fax Machine Is the Bottleneck: Turning Requisitions Into Booked, Protocolled Studies. Several separate lines curving in from one side and resolving into an inbox tray. Cover art for The Fax Machine Is the Bottleneck: Turning Requisitions Into Booked, Protocolled Studies.

Diagnostic imaging (community MRI, CT and ultrasound) 2 sites, 4 radiologists, 9 technologists, 6 booking and administrative staff Concept

The Fax Machine Is the Bottleneck: Turning Requisitions Into Booked, Protocolled Studies

An imaging clinic's queue does not start at the scanner, it starts at a fax tray full of handwritten requisitions that have to be read, protocolled and matched against prior studies. This is the transformation that structures the requisition on arrival and leaves the protocol decision with a radiologist.

84 days

Average Canadian wait for an MRI

A circuit ring with a marker returning around it, and a measurement waveform at the centre. Cover art for The Finding Nobody Followed Up: Closing the Loop Between a Report and a Referrer. A circuit ring with a marker returning around it, and a measurement waveform at the centre. Cover art for The Finding Nobody Followed Up: Closing the Loop Between a Report and a Referrer.

Diagnostic imaging (community MRI, CT and ultrasound) 2 sites, 4 radiologists, 9 technologists, 6 booking and administrative staff Concept

The Finding Nobody Followed Up: Closing the Loop Between a Report and a Referrer

An imaging clinic issues a report recommending a six-month follow-up and then has no way of knowing whether it ever happened. This is the transformation that tracks recommended follow-ups to a confirmed outcome, and escalates to a person when the loop stays open.

66 days

Average Canadian wait for a CT scan

Mental Health

2 worked examples

Counselling practices and mental health group clinics

A vertical bar stopping one of several lines, with a person held at the boundary. Cover art for Watching the Waitlist: Risk Triage for People Who Are Not Patients Yet. A vertical bar stopping one of several lines, with a person held at the boundary. Cover art for Watching the Waitlist: Risk Triage for People Who Are Not Patients Yet.

Mental health (psychotherapy and counselling) 9 therapists, 2 intake coordinators, a waitlist that runs 60 to 120 people Concept

Watching the Waitlist: Risk Triage for People Who Are Not Patients Yet

A counselling practice's waitlist is a list of people getting worse in silence. This is the transformation that keeps a structured check-in going while someone waits, surfaces deterioration to a clinician early, and never lets a model decide that a person is safe.

34 days

Median wait for publicly funded community counselling, adults

A panel held inside an outer frame, with a document at its centre. Cover art for What Goes in the Record: Drafting Therapy Notes That Survive an Access Request. A panel held inside an outer frame, with a document at its centre. Cover art for What Goes in the Record: Drafting Therapy Notes That Survive an Access Request.

Mental health (psychotherapy and counselling) 9 therapists across individual, couples and family caseloads Concept

What Goes in the Record: Drafting Therapy Notes That Survive an Access Request

In counselling, the hard part of a note is not writing it, it is deciding what belongs in it. A client can ask to read their record, and it may contain a third party's information. This is the transformation that drafts the note and makes the boundary explicit before anything is filed.

1 to 3, made explicit

Physiotherapy & Rehab

2 worked examples

Physiotherapy, chiropractic, and rehab clinics

A progress bar measured against a dashed threshold, with a bar chart marking the threshold. Cover art for Twelve Visits, One Report: Insurer and WSIB Progress Reporting Without the Sunday Afternoon. A progress bar measured against a dashed threshold, with a bar chart marking the threshold. Cover art for Twelve Visits, One Report: Insurer and WSIB Progress Reporting Without the Sunday Afternoon.

Private healthcare (physiotherapy and rehabilitation) 3 locations, about 25 staff, mixed extended health and WSIB caseload Concept

Twelve Visits, One Report: Insurer and WSIB Progress Reporting Without the Sunday Afternoon

A physiotherapy clinic's insurer reporting is not documentation, it is aggregation: twelve visits of measurements and notes compressed into one structured report on a deadline set by somebody else. This is the transformation that assembles the trend from the record and leaves the clinical reasoning to the therapist.

12 to 1

Visits a single progress report compresses

A row of connected stages, with a person standing in for the stage that matters. Cover art for AI Intake, Notes, and Billing Busywork Removal for a Physiotherapy Clinic. A row of connected stages, with a person standing in for the stage that matters. Cover art for AI Intake, Notes, and Billing Busywork Removal for a Physiotherapy Clinic.

Private healthcare (physiotherapy) 3 locations, ~25 staff Concept

AI Intake, Notes, and Billing Busywork Removal for a Physiotherapy Clinic

How a physiotherapy group turns paper intake, re-typed SOAP notes, and manual claim entry into one reviewed flow: the patient's own words become the record, and a clinician approves every step.

2x entry to zero re-typing

Multidisciplinary Clinics

1 worked example

Multidisciplinary clinics and integrated health centres

A person at the centre of concentric orbit rings, with markers travelling them. Cover art for Down the Hall, Never Booked: The Internal Referral Nobody in the Clinic Owns. A person at the centre of concentric orbit rings, with markers travelling them. Cover art for Down the Hall, Never Booked: The Internal Referral Nobody in the Clinic Owns.

Private healthcare (multidisciplinary and integrated care) 1 location, 14 practitioners across five disciplines, about 9 administrative and support staff Concept

Down the Hall, Never Booked: The Internal Referral Nobody in the Clinic Owns

A multidisciplinary clinic's cheapest appointment is the one a practitioner refers to a colleague thirty feet away, and it is the one most likely to evaporate. This is the transformation that catches the referral where it is made, carries only what the patient agreed to let travel, and escalates the ones that go quiet.

Untracked to 5 days

Pharmacy

1 worked example

Community pharmacies and the counter that never stops ringing

A vertical bar stopping one of several lines, with an inbox tray held at the boundary. Cover art for The Refill Line: Turning the Pharmacy's Loudest Conversation Into Something You Can Work in Batches. A vertical bar stopping one of several lines, with an inbox tray held at the boundary. Cover art for The Refill Line: Turning the Pharmacy's Loudest Conversation Into Something You Can Work in Batches.

Community pharmacy One store, two pharmacists and three technicians, filling roughly 250 prescriptions a day Concept

The Refill Line: Turning the Pharmacy's Loudest Conversation Into Something You Can Work in Batches

A community pharmacy answers the same question forty times a day, one interruption at a time, in the middle of dispensing. This is the transformation that lets the request arrive as structured intake instead of a phone call, keeps a pharmacist signing every fill, and measures the change at the counter rather than in a dashboard.

21.7%

Ontario pharmacy professionals naming workload as their top driver of burnout

Free guide

Where the hours go

The 14 places a practice loses hours inside software it already pays for, and what each becomes when a step is removed. Every number in it is sourced.

  • All 14 clinic work surfaces, today vs after
  • The impact and cost map for where to start
  • The 5-rung ladder, and why nobody starts at the top

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