PRACTICE FIRST · Free education

Understand the practice before choosing the technology.

Learn to listen across the revenue cycle, find the root cause without blaming your people, and choose where Human + AI can make the practice experience better.

No PHINo software requiredEvergreen workshopPractical worksheet
What this is really about
Listen first. Understand the cause. Then choose the smallest useful move.

Like a good doctor, we do not prescribe before we understand. Technology matters only after the real situation is clear.

The 6-part workshop

Leave with a plan, not a pile of AI buzzwords.

1

See the full revenue cycle

Map the touchpoints before, during and after a claim.

2

Find the real bottleneck

Separate visible symptoms from the upstream cause.

3

Prioritize the work

Build a practical way to decide what deserves attention first.

4

Split Human + AI work

Identify tasks AI can support and decisions people must own.

5

Walk through IRIS

See a synthetic work view from information to next action.

6

Build your 30-day experiment

Choose one low-risk workflow to improve, measure and learn from.

Made for real people

Who should take it?

Anyone responsible for keeping the practice financially healthy—even if you are not “an AI person.”

01

Practice owners

Understand where to invest without replacing good people or buying the wrong tool.

Lead
02

Practice managers

Find the workflows that consume time and make ownership unclear.

Run
03

Billers and coders

See how AI can support research, organization and preparation without pretending judgment is automatic.

Work
04

Billing-company leaders

Use the same framework to strengthen capacity and offer smarter support to client practices.

Grow
Free access

Learn first. Decide later.

Register with business contact information only. A real person can follow up about the workshop and the questions your team wants to explore.

Your registration is sent to the private SmartMBX business CRM. Never include patient information.

By continuing, you agree SmartMBX may contact you about this workshop and related services. No patient information, please.

Registration received. Opening your workshop…