How it works
There is a logic behind the pages.
Each page answers a different need you may have at a different point in your work. Use the pages you need when you need them. Together, they connect what happens today with what keeps happening over time, giving you a broader view of your work across clinics. Click or tap each step to see how it works, and the pages behind it.
Click or tap a step to open it.
Monthly Map · Weekly Map
Plan before the month and the week start
The Monthly Map is where you plan the month: clinics, on-call, commitments, and personal recovery time. Its purpose is to prevent work overload by planning rest along with the work. The Weekly Map has two jobs. First, you set the solution you will implement this week: what you will try, how, and at which clinic. Second, it holds the urgent patients who must be seen this week but have no slot yet; they stay on this list until you find them one.
The thinking: what enters the week → The thinking: protect recovery →
Daily Pages
Capture what actually happened during the day
The Daily Page runs the working day. You schedule the day's patients, then note for each one what you did and what still needs doing, in status codes instead of full sentences, because physicians already write enough. Completed tasks get circled, so one look shows what is done and what is left. The page also collects the day's numbers, patients, new patients, no-shows, procedures, which feed the activity data of the reviews.
Case Index · Clinical Triage Log · Clinical Call Log
Data Capture, alongside the day
Four record sections in the appendix hold what does not belong to a single day, important cases, patients waiting for an appointment, calls to return, your frequent codes, so you can find any of it months later, whatever the clinic.
Case Index. Find any patient, across every clinic. Note their first visit, then each follow-up page as it happens. Months later you see when they were last seen, and at which site, in seconds. Follow-ups stop falling through the gaps between your clinics.
Clinical Triage Log. Park new or urgent patients before they enter the day.
Clinical Call Log. Catch phone calls the moment they happen.
Diagnostics and Procedures. Your frequently used codes, kept on one page.
Weekly Review · Monthly Review
Review the parameters and the problems to fix
The Weekly Review has two jobs: you total the week's work, and you go over the problems it raised, mostly administrative and workflow problems, and consider what to try against them. You choose one solution, for one clinic, and it becomes next week's priority on the Weekly Map. The Monthly Review does something different: it gathers each clinic's parameters, activity, workload, financial, month by month, building the record the six-month decision will be based on.
Monthly Strategy
Detect patterns across the month
The Monthly Strategy continues what the Weekly Review starts: it shows which problems persisted through the weeks and turned into patterns, and sets the bigger goal for next month, solving the pattern, not the single case. A problem that persists two or three months in a row is a real problem of that clinic, and now it is documented.
The thinking: read patterns → The thinking: one correction →
↻ repeats weekly, then monthly · ↓ every six months
Semiannual Assessment · Semiannual Decision
Decide what to do with each clinic
After six months, the Semiannual Assessment lays out each clinic's collected parameters, and the Semiannual Decision matches them against six operational patterns, each with a recommended action, from expanding a clinic to leaving it. You decide, on the data gathered, what to do with each clinic. The decision is yours; the record is what makes it an informed one.
By the sixth month the record is in one place. A Mentor's Notes, in the Inner Circle, helps you read it. No page makes the decision for you: the workbook puts your own record in front of you, so whatever you choose, you choose it informed.
The thinking: the leverage point → The thinking: decide from evidence → Get A Mentor's Notes: the Loguaron Inner Circle →
