How’s the clinic doing?
Numbers
Money in vs. money out
Money inMoney out
Where the money goes
Turnaround plan
Phases 1 and 2 come first. They tell us if it’s a billing problem or a volume problem.Open questions and requests
Things we need answered: for the accountant, attorney, IMS or each other. Claude adds to this list from its chats.Structure and debt
Reference page. People only; bots can’t see it.Entities
Loans
To-dos
Ideas pipeline
Drag cards between columnsWhat we decided
Coming up
Shared owners calendarStaffing
Phase 3Clinic check-up
Daily and weekly numbers
Click any cell to enter or fix a number.Brain dump
Marketing
Coming laterWhere new patients come from“How did you hear about us?” at check-in
Google reviewsRating and new reviews per month
Calls and websiteNew-patient calls, site visits
Employer outreachContacts made, contracts signed