HealthcareWorkshop
Healthcare Leadership and Operations
Map how your practice really runs, fix one bottleneck and set ground rules for using AI and automation safely.
Pricing and dates announced soon
Overview
What you'll take away
A practical workshop for clinic and practice leaders on how the work runs: workflows, team leadership, patient experience, safe use of AI in operations and automation that respects compliance. Operations only, no clinical advice.
- A patient journey map and a staff day map, side by side
- The top operational bottlenecks, named and scored
- Simple SOPs, a meeting cadence and clear roles
- Ideas to improve patient experience without adding staff work
- Ground rules for using AI in operations, with human review and no patient data in unapproved tools
- A one-week operations experiment with an owner and stop criteria
Audience
Who it's for
A good fit for
- Clinic and practice leaders, managers and operators
- Front desk, intake and operations leads
- Leadership teams planning to use AI or automation in day-to-day operations
Not the right fit for
- Clinical, diagnostic or treatment guidance
- Legal, billing or compliance sign-off
- Anyone planning to put patient information into unapproved tools
Agenda
Sample agenda
A typical running order. We tailor the agenda and timings to your group before the day.
- 20 min
Welcome and ground rules
What this workshop covers and what it does not. Operations only, with no patient information used in exercises.
- 45 min
Patient journey and staff day
Map both journeys and circle where they collide: intake, referrals, scheduling, forms and handoffs.
- 35 min
Name the bottlenecks
Score operational pain points for impact and ease, before anyone suggests a fix.
- 15 min
Break
- 35 min
Team leadership and cadence
Simple SOPs, roles, a backup for every critical task and a weekly operations meeting that stays short.
- 30 min
Patient experience
Small changes in communication and flow that patients notice, tested against a busy day.
- 35 min
AI and automation, safely
Where AI can help with administrative busywork, where it should not, human review, approved tools only and an owner for every automation.
- 20 min
One-week experiment and close
Pick one fix, name the owner, set stop criteria and agree who to check with before you start.
Format
How it works
- How it runs
- Live and facilitated, with guided practice in every session.
- Where
- Online for distributed teams, or in person at your location.
- Materials
- Journey map templates, a bottleneck scorecard, SOP and cadence templates, an AI use checklist for operations and an experiment card, shared afterwards.
- Length
- About half a day, tailored to your practice.
- Important
- Educational only. Not legal, medical, billing, clinical or compliance advice. Check changes with your own counsel, compliance and clinical leadership.
- Pricing and dates
- Announced soon. Request this workshop and we will reply with options.
FAQ
Questions
When can we book it, and what does it cost?
Pricing and dates will be announced soon. Request this workshop and we will reply with options.
Is this clinical training?
No. It covers operations, leadership and patient experience. It does not give clinical, diagnostic or treatment advice.
Is this legal or compliance advice?
No. Rules vary by location, payer and specialty. The workshop helps you plan, and you check changes with your own counsel and compliance team.
Do we share patient information?
No. All exercises use made-up or general examples. Please do not bring patient information to the session.
Can you tailor it to our practice?
Yes. We agree the agenda and examples with you before the day.
Healthcare Leadership and Operations
Request this workshop.
Tell us about your group and what you want to get out of the session. We will reply personally with options.
Pricing and dates announced soon. Questions? info@obraworkshops.com
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