Hi Reader

Greetings from the gate ✈️

By the time you read this, I'll be somewhere over the country on my way to the American Telemedicine Association annual conference in Orlando, FL. Every year I come back with a notebook full of ideas — and the most useful ones aren't the keynotes. They're the small, practical shifts you can plug into a Monday morning schedule.

This week's issue is simple: a quick AI primer that's especially useful if you're running a solo or small practice, plus what I'll personally be hunting for on the show floor.

​
​The one AI shift worth your attention right now: ambient documentation

If you've been putting off trying an ambient AI scribe, this is the year to stop putting it off.

Why it matters more for a small practice than for a big health system:

• You don't have a documentation team. Every minute of charting comes out of your evening.
• The cost has collapsed. Tools that were $400+/month two years ago are now in the $99–$199/month range for solo users — and most now integrate cleanly with the EHRs small practices actually use.
• Patient satisfaction goes up, not down. Patients consistently report visits feel more present when you're not typing.

What to actually do this week:

1. Pick one ambient tool to pilot. If you're using one of our Secure Telehealth Zoom Accounts, you can add AI Clinical Notes to your Zoom account right away. If not, there are many options, don't overthink it, just give it a try and let me know if you have any questions.
2. Run it on 5 visits — a mix of new, follow-up, and behavioral if you see it.
3. Measure two things only: minutes saved per visit, and how many edits the note needed.

If it gives you back 30 minutes a day, that's roughly 100 hours a year you didn't have before. That's the calculus.

Pro tip: get explicit patient consent on camera the first time. "I'm using an AI tool to help me take notes so I can focus on you — is that okay?" Almost no one says no, and your compliance file thanks you.

​
​What I'm watching for at ATA

A few things on my radar — I'll report back next week with what actually held up:

• AI beyond the scribe. Pre-visit intake, async messaging triage, and patient-facing visit summaries. The scribe was the gateway drug; this is where the next 18 months go.
• Reimbursement signals. Any session touching telehealth payment parity, controlled-substance prescribing rules, and cross-state licensure is worth a seat.
• Hybrid care models for small practices. RPM + async + live virtual visits is where the margin actually lives.
• Vendor floor reality checks. I only write about tools I personally test — reply with the ones you want me to grill.

If you're going to be there, hit reply. I'd love to grab coffee between sessions.

​
​One question for you

What's the one AI tool or workflow you wish someone would give you a straight answer on? Reply and tell me — I'll bring those questions to the floor and the recap next week will answer as many as I can.

Questions about AI or any other Tech issues? Let's talk.

Not a sales call. Not a demo. A real conversation about where your time is going and what's actually available to help.

Tell me what you're dealing with. We'll figure out whether there's a tool that fits, a workflow that helps, or just a smarter way to approach it.

Because the goal was never to do more. It was to build something that allows you the freedom to be home with your family or do the things that you love.

Talk soon, -Dan

P.S. Working with me 1-on-1 is $5,000, but you can get it this week only for 25% off!!!! Use Promo Code MAY This is the fastest way to get you where you want to go whether you are Launching a Telehealth Practice or wanting to Grow and Scale the one you currently have. Here's what we'll do:

1. 6 One on One Personalized Strategy Calls - Implement the changes right away and access to private texts/calls in between to answer questions
2. Full Tech audit - What's working for you, what's not and what can be done better
3. How to incorporate AI safely and securely while saving you time and money
4. HIPAA Compliance, RPM, RCM, and more.
5. How to maximize revenue whether your private pay or insurance based
6. And so much more - Over $9500 in value for $5000 (now 20% off) with a Guarantee that we will help you make more than the cost of the program back in added revenue and more free time or we will continue to work with you until that happens.

​Payments plans now available through Stripe Processing

Also: Want to go back and look at our previous Telehealth Tips? Click Here​