Scaling Practice Management by Talkie.ai

Talkie.ai
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Scaling Practice Management is the show for healthcare practice leaders who want to grow smarter, not harder. Real stories, proven strategies, and emerging tech — all to help you scale your clinic without burning out your team or sacrificing patient care.

  1. Aug 13

    AI in Your Practice: Where It Works and Where It Doesn't | Stephen Ferrara, DNP

    Where does AI actually fit in a medical practice - and where should it never go? Stephen Ferrara, DNP, has been a nurse practitioner for 26 years, served as president of the American Association of Nurse Practitioners, and ran the AI office at Columbia University School of Nursing. He now runs AI + Nurse Academy, teaching the world's largest healthcare workforce how to use this technology. He joins Jakub Grajcar to cover the fundamentals - and the admin work AI is ready to take off your front desk today. We dig into: 🏥 Stephen's #1 tip for growing a practice - remember you're there to serve patients🤖 What AI actually is under the hood - probability machines, tokens, temperature, weights📞 The admin case - and how there's no administrative task AI can't at least assist with✋ Human in the loop, and why the clinician stays the final gatekeeper🤝 What software teams miss when they build for clinicians - and the one question they skip📹 Why video and computer vision is next in AI🎓 How to actually get up to speed - free models, personal-life test cases, and a half hour a week Resources mentioned: 👤 Guest: Stephen Ferrara, DNP, FNP-BC, FAAN, FAANP, FNAPLinkedIn: https://www.linkedin.com/in/sferraradnp/AI + Nurse Academy: https://www.ainurseacademy.ai - foundational on-demand AI courseInstagram: https://www.instagram.com/ai_nurseacademy 🏢 Organizations & toolsAmerican Association of Nurse Practitioners (AANP) - Stephen served as presidentColumbia University School of Nursing - led the school's AI effortsTalkie.ai - AI medical receptionistShen.AI - camera-based screening, 30+ health markers from a face scan: https://shen.ai 📚 Worth following in healthcare + AIEthan Mollick - One Useful Thing newsletter: https://www.oneusefulthing.orgThe AI Daily Brief podcast: https://podcasts.apple.com/us/podcast/the-ai-daily-brief-artificial-intelligence-news/id1680633614Free intro resources from OpenAI and Anthropic 🎙️ Related SPM episode referenced in the conversationBrendan Keeler on EHR data access and liability (ep. 32) 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=oOiJ3ITTrLY&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    AI in Your Practice: Where It Works and Where It Doesn't | Stephen Ferrara, DNP

  2. Aug 4

    Your Patients Are Already Using AI. Is Your Practice Ready? | Chris Hutchins

    Your patients are already using AI. The question is whether your practice is ready for what they bring through the door. Chris Hutchins spent 25 years building and defending the data systems behind real clinical care - including as Chief Data and Analytics Officer at Northwell Health and Lifepoint Health. He now advises health systems and boards on AI governance through Hutchins Data Strategy Consulting, hosts The Signal Room podcast, and just published his book Beneath the Signal. He joins Jakub Grajcar to explain what makes AI actually work inside a practice - starting with the data underneath it. We dig into: 🏥 Chris's #1 tip for growing a practice - be clear about who you are and why someone should trust you📅 The visit type cleanup - why standardized time slots are what unlock no-show prediction and smarter schedule optimization🌡️ Seasonality in your templates✅ Book the follow-up before the patient leaves - the exam room door sign, the diabetic recall protocol every front desk should know, and why "not everything is an integration problem"🤖 What to know about patients arriving with AI answers - what the models can't see and how to talk about it without losing trust🔍 How to get much better output from AI👤 Why the person using AI is the part that makes it valuable - and the one test worth applying to any tool Resources mentioned: 👤 Guest: Chris Hutchins LinkedIn: https://www.linkedin.com/in/chutchins-healthcare/Hutchins Data Strategy Consulting: https://hutchinsdatastrategy.comSpeaking site: https://chrisjhutchins.com 🎙️ Podcast - The Signal Room (AI in healthcare: strategy, governance & ethical leadership)Web: https://signalroompodcast.com YouTube: https://www.youtube.com/@SignalRoomPodcast📚 Book Beneath the Signal - Chris Hutchins: https://www.amazon.com/dp/B0GYJDQBZR 🎙️ Related SPM episodes referenced in the conversation Saul Marquez on marketing and AI strategy (ep. 30) Dr. Louis Gilbert on people before profits (ep. 31) 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=oOiJ3ITTrLY&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    Your Patients Are Already Using AI. Is Your Practice Ready? | Chris Hutchins

  3. Jul 24

    The 90-Day Rule for Introducing New Tech to Your Staff | Leasa Horst, CPA

    How do you get a busy front desk to accept new technology - without a revolt? Leasa Horst, CPA, has been practice administrator at ESD Pediatric Group - a two-location Cincinnati practice caring for families for over 80 years - for more than 30 of them. She's led her team through paper-to-EHR, central phones, and most recently an AI receptionist (ESD Group is a Talkie.ai client). In this podcast, she shares the change-management playbook that makes it all stick. We dig into: 🏥 Leasa's #1 tip for growing a practice - be open to change, lean on your peers, and genuinely value your people📅 The 90-day rule - why day 30 is the hardest, and how the complaints fade by day 90🤖 How the team actually adapted to "Jessica," their AI receptionist - and what made it click📞 From two phone lines to one central number - and why going to an EHR made it possible🛋️ "You don't make money in the waiting room" - how closing waiting rooms during COVID created 3 new exam rooms☎️ Hiring for the front desk - why former bartenders and waitresses make some of her best hires📖 The book that shaped her leadership: Crucial Conversations Resources mentioned: 👤 Guest: Leasa Horst, CPA🏥 ESD Pediatric Group: https://www.esdpeds.com/ 🏢 Companies & Toolsathenahealth (their EHR)Talkie.ai - AI medical receptionist (ESD uses Talkie on their front desk) 📚 BooksCrucial Conversations: Tools for Talking When Stakes Are High - Kerry Patterson, Joseph Grenny, Ron McMillan, Al SwitzlerThe 7 Habits of Highly Effective People - Stephen Covey 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=WzBD7PorTsU&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    The 90-Day Rule for Introducing New Tech to Your Staff | Leasa Horst, CPA

  4. Jul 20

    Why Your EHR Can No Longer Block the Software You Want | Brendan Keeler

    Most independent practices assume they're stuck with whatever their EHR ships with - the default scribe, the default CRM, the default everything. Brendan Keeler says that's no longer true. Known to many as the "Health API Guy," Brendan leads the interoperability practice at HTD Health and has seen the EHR world from nearly every angle - 5.5 years inside Epic, plus stints at Redox, Zus Health, and Flexpa. He joins Jakub Grajcar to explain why independent practices have more power over their technology than they realize. We dig into: 🔌 Brendan's #1 tip - lean on interoperability to get big-system efficiencies without giving up your independence⚖️ Why the 21st Century Cures Act means your EHR can't just block the software you want to use🏛️ How practices are winning against Epic, PointClickCare, and Henry Schein in court - and what it means for you🧩 Point solutions vs. the EHR bundle - why the specialist tool is usually better, and how to force integration🤖 Copilots vs. agents - the two kinds of AI, and why scribes took off first🗺️ How to actually choose AI: map your workflows, find the bottleneck, then know your own buying priorities📞 Why the AI front desk is the next wave after the scribe - lower clinical risk, faster efficiency gains Resources mentioned: 👤 Guest: Brendan KeelerLinkedIn: https://www.linkedin.com/in/brendan-keelerNewsletter - Health API Guy: https://healthapiguy.substack.comX: https://x.com/healthapiguy 🏢 Companies & ToolsHTD Health: https://htdhealth.comHealth information exchange on-ramps: Particle Health, Health Gorilla, Zus HealthIndependent-practice-focused HIE tools: Connective Health, Abstractive Health 🏛️ Regulation & bodies mentioned21st Century Cures Act (information blocking)Office of the National Coordinator (ONC)Office of the Inspector General (OIG) 📚 BookEssentialism by Greg McKeown ⚖️ Court cases referencedInformation blocking suits against Epic, PointClickCare, and Henry Schein 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=oOiJ3ITTrLY&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    Why Your EHR Can No Longer Block the Software You Want | Brendan Keeler

  5. Jul 3

    People Before Profits: Scaling a Practice on Integrity | Dr. Louis Gilbert, MD

    When you're growing a practice, it's easy to let the numbers start making your decisions for you. Dr. Louis Gilbert refuses to. Dr. Louis Gilbert, founder and CEO of Cornerstone MD, is building a multi-location family medicine group across Houston and Pasadena, Texas - with a goal of opening a new clinic every year. He joins Jakub Grajcar to talk leadership, integrity, and growing a practice without losing sight of the people it serves. He also talks about his experience as a client of Talkie.ai, implementing an AI receptionist at his practice. We dig into: 🏥 Dr. Gilbert's #1 tip for growing a practice - grow people before you grow locations, because culture and problem-solvers are what actually scale🚶 The "Walk with a Doc" program - how a monthly community walk turned patients into family and grew the practice🌱 "Grow where you're planted" - why the Pasadena and Houston clinics run differently, and how one core standard still holds both together⚖️ People before profits - what integrity looks like in the everyday decisions practice leaders actually face📞 Covering the calls you're missing - how Dr. Gilbert kept his front desk and let Talkie AI triage the overflow instead of hiring a 20-person call center👥 The 3 I's of hiring (via Warren Buffett) - intelligence, initiative, and integrity, and why initiative is the hardest to spot Resources mentioned: 👤 Guest: Dr. Louis GilbertLinkedIn: https://www.linkedin.com/in/louis-gilbert-26b646184/Instagram: https://www.instagram.com/_drlouisgilbert_/ 🏥 Cornerstone MD: https://cornerstonemd.healthLumé Haus (medical spa): https://www.lumehaus.health/myWelli (healthcare app in development): https://www.mywelli.health/ 🏛️ Texas Medical Association - supported the launch of Walk with a Doc 🧠 Also mentionedWarren Buffett's "three I's" hiring framework - intelligence, initiative, integrity 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=oOiJ3ITTrLY&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    People Before Profits: Scaling a Practice on Integrity | Dr. Louis Gilbert, MD

  6. Jul 2

    The Marketing Strategy Framework Most Practices Skip | Saul Marquez

    Most practices chase marketing tactics - SEO, ads, podcasts, webinars - before they ever settle on a strategy. Saul Marquez calls that the treadmill, and he says it's where most growth quietly dies. Saul spent two decades in medical device sales, left a VP role, and bootstrapped Outcomes Rocket into a global healthcare marketing agency - now 1,900+ interviews deep with founders, CEOs, and clinicians. He joins Jakub to lay out the exact framework he uses to help healthcare companies grow. We dig into: 🏥 Saul's #1 tip for growing a practice - keep your team as close to patients as possible, and let technology carry the repetitive load🧭 The 3D model - Discover, Define, Deliver - and why strategy has to come before any tactic🔁 The "treadmill" trap - how to tell real progress from busywork📊 Why only 28% of healthcare marketers document their strategy - and why the other 72% are your opportunity🧱 Owned, earned, paid - the order to build your marketing in, and why paid comes last🎯 The "three uniques" - the questions that force out what your practice does that nobody can match🤖 Why every practice needs an AI strategy before vetting vendors - "if you don't have a plan, you become part of somebody else's plan" Resources mentioned: 👤 Guest: Saul MarquezLinkedIn: https://www.linkedin.com/in/saulmarquez1/Outcomes Rocket: https://outcomesrocket.com 🎙️ PodcastsHealthcare Marketing Executive (Saul's podcast, Jakub was a guest): https://www.youtube.com/watch?v=B6-SxLblM5oOutcomes Rocket (Saul's original podcast, 1,900+ interviews): https://www.outcomesrocket.com/podcast 🏢 People & companies mentionedPat Williams, iScribe Health 🧠 Frameworks & referencesThe 3D model: Discover, Define, Deliver"Tactics are the noise you hear before the war is lost" - Sun Tzu, The Art of WarAristotle's appeals of persuasion - ethos, pathos, logosMcKinsey - only 28% of healthcare marketers document their strategy"Positive discontent" 🎙️ Related SPM episodeEvan Steele of rater8 on reputation management (ep. 9): https://open.spotify.com/episode/5detjLcslSPFokVcObgkcs?si=f80bfbcb401b4076 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=oOiJ3ITTrLY&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    The Marketing Strategy Framework Most Practices Skip | Saul Marquez

  7. Jun 25

    What Nurse Practitioners Get Wrong About Owning a Practice | Amanda Guarniere, NP-C

    Can a nurse practitioner build more than a one-person practice that just replaces a salary? Amanda Guarniere says yes - and most NPs never find out because nobody shows them what's possible. Amanda is a Yale-educated NP with 15 years of clinical experience, VP of Enterprise Partnerships at Guardian MD, and the founder of The Resume RX. She also runs her own wellness and aesthetics practice - so she sees both the clinical and the business side. She joins Jakub Grajcar to break down how NPs can legally own, run, and scale a practice. We dig into: 🏥 Amanda's #1 tip for growing a practice - know exactly who your future patient is before you build, then create messaging that attracts them and repels everyone else🧠 Why most NPs never scale past replacing their own salary - and the mindset shift that changes it⚖️ The compliance buckets every NP must understand - practice ownership vs. medical oversight, and why they're different in every state📍 State-by-state reality check - from fully independent states to Texas, Georgia, and the rare in-person supervision rules🚨 What actually triggers an audit (usually a complaint) - and why so much runs "on your honor" until it doesn't👥 The real signal you're ready to hire - a full schedule and a 2-3 week waitlist, not just the wish to grow🔮 Where NP regulations are heading post-COVID - and why it comes down to lobbying power, not logic Resources mentioned: 👤 Guest: Amanda Guarniere, NPLinkedIn: https://www.linkedin.com/in/aguarniere/Guardian MD - remote medical directors & compliance infrastructure: https://guardianmedicaldirection.com/The Resume RX - career resource for nurses & NPs: https://www.theresumerx.com/ 📚 BooksThe Big Leap by Gay HendricksBuilding a StoryBrand by Donald MillerVivid Vision by Cameron Herold 🧠 Frameworks mentionedEOS (Entrepreneurial Operating System) - the "seats" concept: delivery, growth, operations"Glass balls vs. plastic balls" - priority triage 🎙️ Related episodeCornelius Schmahl on scaling (ep. 28): https://www.youtube.com/watch?v=H2jC5oyfrhg&list=PLLjcCBHYN2KoABUtTOYaMLQMARJjb_8zS&index=1&pp=iAQBsAgC 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=oOiJ3ITTrLY&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    What Nurse Practitioners Get Wrong About Owning a Practice | Amanda Guarniere, NP-C

  8. Jun 16

    $3.7 Billion Scaling Advice for Medical Businesses | Cornelius Schmahl

    What does scaling Uber across 300 cities have to do with running a medical practice? More than you'd think. Cornelius Schmahl spent five years at Uber launching the service across Europe and Africa, finishing as interim CEO of a national branch where he led a $3.7 billion merger. He went on to become COO of a telemedicine company, made 100+ angel investments, and now coaches founders of high-growth companies. He joins Jakub Grajcar to translate startup scaling lessons into something any practice owner can use. We dig into: 🏥 Cornelius's #1 tip for growing a practice - treat it like a business, not a place where you "doctor people"🎯 The dollar-amount rule that lets your team make decisions without you - and how to test it safely📚 Why building a shared knowledge base (and rewarding people for it) is how Uber scaled to hundreds of new cities📞 The first thing to automate in your operations - and why it gives you visibility you never had🧠 Fixed vs. growth mindset - why doctors get stuck on "I'm the hero" and how to let go of control📣 The most overlooked lever in healthcare - and how to catch up on it Resources mentioned: 👤 Guest: Cornelius SchmahlLinkedIn: https://www.linkedin.com/in/cornelius-peter-schmahl/Coaching: https://unicorn.coach 📚 BooksThinking in Systems by Donella MeadowsMindset by Carol DweckThey Ask You Answer by Marcus SheridanBuilding a StoryBrand by Donald Miller 🧠 Also mentionedIkigai (Japanese purpose framework)The EOS "seats" concept for delegating roles in a business 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=oOiJ3ITTrLY&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    $3.7 Billion Scaling Advice for Medical Businesses | Cornelius Schmahl
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Scaling Practice Management is the show for healthcare practice leaders who want to grow smarter, not harder. Real stories, proven strategies, and emerging tech — all to help you scale your clinic without burning out your team or sacrificing patient care.

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