AI for physicians, surgeons, and practice owners

“In four simple sessions I have probably recovered ten hours a week easily.”

Dr. Quatela runs a plastic surgery, hair restoration, and medical spa practice in Rochester and has been a Strategic Coach client since 2001. He came in calling himself a newbie with this material. Two of his surgeons, Dr. Ashley Amalfi and Dr. Heather Lee, went through the Sprint after him.

“I'm already using AI for my note taking and it's a game changer, not just in the speed and the completeness of the note, but it changes how my brain works.”

Dave has practiced for 27 years alongside his wife, sister-in-law, and brother-in-law, and had just opened a second location. His email problem was a common one for clinicians: not in the mood, rushed, and too abrupt. He systematized it so the right email goes out whether or not he feels like writing it.

“It saves me a tremendous amount of time. I don't type as much as I used to, and that's a step in the right direction.”

Kishor runs IT, EHR, and medical billing services for physician practices. Steve French's aside on the call: when Kishor says he is saving significant time, that means a lot.

“This feels like I'm sitting at an international conference with experts and they're problem solving my issues. They're sitting down at the table, all focused on you.”

Dr. Handelman is a psychiatrist who runs an ADHD clinic outside Toronto. He was the live example for voice cloning in Week 1 and said the writing style it defined was accurate. He had been using AI as, in his words, a glorified search engine.

“Actually sitting here working on it during the presentation was one of the greatest gifts. I've tried to get personal.ai up and running before, and the friction there was substantial.”

Dr. Haase runs a systems medicine clinic in Nashville and raised the HIPAA question in Week 1: patients email him information, and he works inside Google Workspace. He kept working inside that environment and used the Three Experts on patient intake and navigation for a clinic with many service lines.

“He said, beautifully put together, zero AI traces.”

Michelle runs in-home parent coaching and behavioral therapy for post-adoption families. Her content had been good but her AI was showing. She installed her voice, and Tom's note back was the one she wrote down. Her Week 3 hot seat rebuilt her seven-email opt-in sequence.

“I am getting a lot of pushback about privacy, and so then I asked it about pushing things to Notion. And I've made it a skill that it can't read anything that contains personal information.”

Katrin co-owns a veterinary hospital and ran into the same objection every practice hears. Her answer was to build the guardrail herself, as a skill. She now uses Claude as a daily accountability assistant and has five to seven team members joining the next Teams cohort.

“It wasn't a training. It was a reset.”

Praveen's company did revenue cycle management, medical billing, and coding for practices. In his words, that entire operation is now run by automations internally, and he and a partner are extending that to clinical and front-office operations for clients.

“I built my bot, then shared it actually with my EA as well and then they went on to create their own.”

Nick puts private clinics inside large employers across the West Coast. His executive assistant used to draft emails that sat unapproved because they did not sound like him. Now the voice assistant does, and he is rolling the same approach to his leadership team and the Weekly Planner to a C-suite operator.