The Essential Plan provides foundational support for healthcare professionals establishing or fine-tuning their practices. Focused on the basics of strategic planning, financial management, and patient engagement, this plan offers practical, straightforward guidance to set your practice on the right path. With annual reviews and essential training sessions, you'll gain the tools to ensure your operations run smoothly. The Essential Plan is the perfect choice for those seeking a solid base to build a successful practice.
01
Business Strategy and Planning
3 coaching sessions per year to outline basic business strategies and operational goals.
02
Financial Optimization and Management
3 webinars per year on fundamental budgeting and cost management practices.
03
Operational Efficiency & Process Improvement
Annual operational review and basic guidance on improving practice workflows.
04
Leadership Development and Coaching
2 group coaching sessions annually focused on essential leadership skills.
05
Talent Management and Human Resources
Support for up to 1 job description development and basic recruitment advice.
06
Technology Integration Strategy
Guidance on integrating basic technology tools with an annual planning review.
07
Risk Management Training
2 training sessions per year on identifying and managing common risks in healthcare practices.
08
Patient Engagement & Retention Strategies
Annual patient satisfaction survey review and 1 training session on enhancing patient care.
09
Compliance and Accreditation Guidance
2 basic training sessions on regulatory requirements and compliance.
