PracticeFlow

Less Admin. More Practice.

AI Starter Workshop

Stop wondering what AI does. Start using it to save 10+ hours a week.

We get your team hands-on with the AI tools already in your practice — real workflows, real tasks. No theory. No slides. They leave ready to use AI starting tomorrow.

The Promise

The Starter Workshop is a 3.5-hour working session — not a presentation, not a webinar. We work through real tasks from your practice's actual week, using tools your team already has. Different roles attend the parts relevant to them — nobody sits through content that doesn't match their job. By the end, every person in the room has used AI on something real and has a workflow they can run starting Monday.

Deliverables

What's Included:

Your approved AI tool list — every tool confirmed safe for your EHR and stack. No grey areas.
Live demo of existing AI features — your team sees exactly what they already have and how to use it.
Interactive role-based sessions — hands-on practice for every role, from billing to clinical.
Role-specific AI cheat sheets — front desk and clinical versions, customized to your software.
Every template built in the session — ready-to-use message and note templates.
A 30-day quick wins plan — five priorities ranked by effort and impact.
An ROI worksheet — the time-savings calculation from the session, filled in with your costs.

Right for you if:

Your team has AI tools but no one's been shown a clear, HIPAA-safe way to use them.

You've been meaning to figure out "the AI thing" but haven't had the time or the right person to make it concrete.

You want to see a real result before making a bigger commitment.

You need a low-risk first step that delivers a visible change without a long implementation.

How it works

A half-day to unlock your practice's time.

01
Step 1 — Before the session

Discovery call

30 minutes, 1–2 weeks out. Before we arrive, we learn your EHR, your M365 or Google setup, and your team's top pain points.

The discovery call is $250, credited toward the workshop.

02
Step 2 — The workshop

3.5 hours · On-site or Virtual

Everyone starts together: live demo, clear read on AI limits, and HIPAA covered. Then we split by role (Front desk/Clinical) to work through patient messaging, documentation, and ROI math.

03
Step 3 — After the session

48-hour follow-up

PDF versions of everything handed out, templates built during the session, and an ROI worksheet with your numbers filled in — all in your inbox within 48 hours.

Investment

Clear, upfront pricing.

On-site in Los Angeles
$1,500
All-inclusive
Virtual
$1,200
Anywhere in the US

Includes: discovery call · all printed and digital materials · role-specific cheat sheets · 48-hour follow-up package

Ready to schedule your session?

The first session pays for itself. The only question is when.

In 20 minutes, we figure out whether the Starter Workshop is the right first step for your practice — and if it is, we get it on the calendar.

Let's Talk — 20 Minutes, Free →