The PMRx Knowledge Series

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.

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.

“We’re HIPAA compliant” is a snapshot taken on one day. It is not a security program. This playbook gives practices without an IT department the structure to close that gap.

Most small practices have a backup. What they do not have is a plan for what happens when the systems are fine but the building is not, or when the one person who knows how everything works is unavailable. This playbook gives you that plan, and the structure to keep it current.

The system went live and staff got trained. Six months later, key workflows are being routed around. This playbook gives practices without a PM or IT department the structure to make go-live hold, before, during and after the vendor leaves.

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.

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.

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.

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.

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.

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.

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.