WEEK 03 RESOURCES

Find all the tools, handouts, and bonus materials for each week below.

September 29, 2026

WORKFLOWS & FOLLOW-UP

The Care Didn’t Stop. The Workflow Did.

What happens when a patient’s next step depends on someone remembering to make it happen? Melissa walks through the hidden gaps that can affect follow-upand the patient experience.

Systems Help You Keep Promises

A missed follow-up or botched handoff is a negative clinical outcome, not just an administrative faux pas. Failure looks like carelessness to our patients and that effects business.

Document Download

Written Workflows Matter

There are some basics that every practice should have in place, in writing, easily trackable, with designated accountability, ideally to a single person. Let's get charting.

Worksheet Download

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