Everything your front office does by hand, your practice can do on its own.

Start here, from the Doximity article

The short version of how this practice runs, written for people arriving from the article. Read this before picking a module.

From referral to front door, without anyone answering a phone

How a referring office reaches you without a phone call, and how the screening questions get asked and answered before anyone picks up. Includes the app that puts your practice on a referring doctor's home screen and the QR code card that puts your practice on a referring doctor’s home screen.

Check-in without staff

What a patient sees when they walk in and there is no one behind the desk. This one is free to download, because it is the fastest way to understand what the rest of the course is describing.

The visit, solo

How the visit itself runs with nobody else in the building. One physician, one patient, and the systems handling everything around the exam.

Surgical scheduling without a scheduler

Booking surgery, consents, and patient paperwork with no scheduler on payroll. Includes the patient-facing scheduling avatar and where co-management fits into the calendar.

Insurance, authorization, and what the patient owes

Eligibility checked before the visit, and a patient cost estimate produced without anyone opening a payer portal. This is the module administrators tend to watch twice.

The reschedule list, bulk patient outreach without staff

The list of patients you should have called back is usually the most expensive thing in the practice. Here is how it gets worked in bulk, on a schedule, without a staff member assigned to it.

Have fun and play games

The lifestyle a solo autonomous practice actually enables. Paramotor flying, family time, thinking. What you buy with the hours you no longer spend on admin work.

The business layer

The entity, the money, and the decisions underneath the automations. What the practice looks like as a business rather than as a clinic.

Your first move

If you only do one thing after watching, do this one. The first automation to build, and why it is the one that proves the rest are possible.

HIPAA foundation, the BAA chain

Where patient data is allowed to travel and who has to sign what before it does. The BAA chain, how to tell a compliant path from a merely convenient one, and what compliant patient email actually requires.

Premium payment administration

The full workflow for CareCredit applications, premium IOL conversion scripts, cash discount programs, and merchant processing. Revenue multiplication, not just cost reduction.

Multiplicity

The architectural toolkit for building a practice where you are simultaneously the physician, the front desk, the biller, and the strategist. Explains how the pieces fit together as one system.

Practice start up from scratch

The complete paperwork bundle for opening a solo or micro-practice, plus the book as a bonus for course members.

Co-management with optometrists

The structure that pays nobody, driven entirely by patient choice, with the document set behind it. Attorney and regulatory reviewed, cleared for distribution, and in use with referring optometrists.

Why I am the one, and why you are too

Why physician-owner-operator practices matter more today than they did ten years ago, and what it means to be the last generation of physicians who remember practicing without automation.

How to navigate updates in a quickly changing world

The tools change underneath you. How to keep a working automation working when the platform it runs on moves.

Agents

What an agent is, what it can be trusted with, and how a practice changes when the software stops waiting to be told what to do.

Or take either one free when you start a Keragon trial through my affiliate link: fax agent or voicemail agent.