🔧 Products coming soon. The full Knowledge Series is being finalized — all tools, checklists, and templates included. Join the list below to be notified at launch.
The Knowledge Series - Individual Playbooks
KS01
$97
Vendor Selection Playbook
How to Evaluate, Negotiate, and Sign with Confidence
Stop choosing vendors based on demos and sales pitches. This playbook gives you the evaluation framework, contract checklist, and negotiation intelligence the enterprise world uses - applied at independent practice scale.
Coming Soon
KS02
$97
Enrollment Playbook
How to Manage Payer Enrollment with Confidence - Before and After Go-Live
Payer enrollment is where systems go live and revenue stalls. This playbook maps the full enrollment lifecycle - credentialing dependencies, payer timelines, go-live coordination, and the gaps most practices discover too late.
Coming Soon
KS03
$97
Cybersecurity & HIPAA Risk Management Playbook
How to Build a Defensible Cybersecurity Posture - Without an IT Department
Independent practices are targets precisely because they lack enterprise security infrastructure. This playbook builds a defensible, audit-ready posture using the same risk management frameworks used at enterprise health systems.
Coming Soon
KS04
$97
Disaster Recovery & Business Continuity Playbook
How to Keep the Practice Running When Something Breaks - Before Anyone Expects It
Most practices don't think about disaster recovery until they need it. By then it's too late. This playbook builds your continuity plan before the crisis - ransomware, system failure, natural disaster, or staff loss.
Coming Soon
KS05
$97
Technology Adoption & Change Management Playbook
Why New Systems Fail After Go-Live - and How to Make Them Actually Stick
Technology implementations fail at the human layer, not the technical one. This playbook applies enterprise change management methodology to the independent practice - training, adoption tracking, resistance management, and sustained usage.
Coming Soon
KS06
$97
EHR Optimization Playbook
How to Make Your EHR Work for the Practice - Not Against It
Most practices use 40-60% of their EHR's capability. This playbook identifies your highest-value optimization opportunities - workflow configuration, template builds, reporting, and integration gaps - and creates the roadmap to fix them.
Coming Soon
KS07
$97
AI & Emerging Technology Playbook
How to Evaluate, Govern, and Adopt AI in a Small Practice - Without Getting Ahead of the Evidence
AI is arriving in Healthcare IT whether practices plan for it or not. This playbook provides the evaluation framework, governance model, and adoption criteria to make deliberate AI decisions - not reactive ones driven by vendor pressure.
Coming Soon
KS08
$97
Strategic IT Planning Playbook
How to See the Whole Technology Stack - and Make Decisions About It Deliberately
Most independent practices make IT decisions reactively - one vendor, one problem, one contract at a time. This playbook builds the strategic planning capability: technology inventory, lifecycle management, and deliberate investment prioritization.
Coming Soon
KS09
$97
Credentialing Playbook
The Operational Deep Dive
Credentialing is the operational foundation that everything else sits on - and most practices treat it reactively. This playbook covers the full operational lifecycle: initial credentialing, re-credentialing, delegation agreements, and the payer enrollment relationship.
Coming Soon
KS10
$97
Telehealth Program Setup & Workflow Integration Playbook
How to Launch and Sustain a Telehealth Program That Actually Runs
Telehealth programs fail because practices treat them as IT projects. This playbook covers platform selection, workflow integration, infrastructure readiness, provider adoption, and compliance governance - the five failure patterns that are consistent, predictable, and almost always preventable.
Coming Soon
KS11
$97
New Provider Onboarding Playbook
How to Manage New Provider Onboarding as a Project - Not a Checklist
Provider onboarding isn't a checklist. It's a project with workstreams, dependencies, and a timeline anchored to the first fully billable day. This playbook covers the credentialing spine, technology onboarding, practice readiness, and care stream ownership - before week one becomes a crisis.
Coming Soon
KS12
$97
Service Line Launch Playbook
How to Add a Service, Ancillary, or Specialty Without Derailing the Practice That's Already Running
Most service line launches fail before the first patient — because the go/no-go question was never honestly answered. This playbook covers the four gates every proposed service must clear: financial reality, operational capacity, compliance readiness, and physician commitment.
Coming Soon
Bundles - Save When You Buy Together
Complete Your Knowledge Series
Get the playbooks that match your priorities - or the full series for comprehensive coverage of the Healthcare IT lifecycle.
Core Implementation Pack
$297KS01-KS05 | Vendor Selection, Enrollment, Cybersecurity, Disaster Recovery, Change Management | 22 tools
Coming Soon
Practice Excellence Pack
$247KS06-KS09 | EHR Optimization, AI & Technology, Strategic IT Planning, Credentialing | 16 tools
Coming Soon
Practice Growth Pack
$197KS10-KS12 | Telehealth, New Provider Onboarding, Service Line Launch | 12 tools
Coming Soon
Complete Knowledge Library - The CIO + PMO Operating System
$497 founding priceKS01–KS12 | All 12 playbooks + 46 tools + Free Glossary | Founding price — won’t last
Coming Soon