With the Pro Membership, you get access to all video lessons for each of the 10 modules. This also includes a comprehensive workbook with implementation activities for every step of the framework. The videos teach you the system, and the workbook guides you to apply it in your own clinic so your workflow improves in real time. 

With the Premium Membership, you get everything that's included in the Pro Membership, plus bi-weekly coaching with me, selected bonus content, and access to the private community messaging channel. If you want the fastest, surest way to implement this change and make it permanent, Premium is the best investment. 

Progress depends on your consistency and dedication. This system gives you the blueprint, but you must implement, evaluate, and refine your new habits until they become second nature. When you show up consistently and follow the workflow steps, you will see your work fitting into your workday with more ease and less chaos.

I offer a recommended 20-week schedule, with each module covered over two weeks. In the first week, you will watch the video, complete the workbook activities, and begin implementation. In the second week, you will focus entirely on practicing and refining the strategy before moving on. You can follow this schedule or go at your own pace; your access never expires.

That feeling of being stretched thin is exactly why this system was created. The program is built for providers who are already overwhelmed. The strategies are designed to save more time than they take to learn. You do not need to overhaul your entire life to get results. You only need to take one focused step at a time, and those small wins quickly accumulate.

Yes. Chart Smart Mastery is built with the reality of primary care in mind. Most providers cannot change their clinic's scheduling, staffing, or EHR by themselves. This program focuses on what you can control. You will learn how to improve your efficiency, organization, and daily execution, no matter how chaotic your workplace is. The principles are adaptable to Epic, Athena, Cerner, ECW, and any EHR that uses customizable shortcuts.

Absolutely. The system is designed for real-world primary care, not ideal conditions. You do not need more staff, a perfect schedule, or an efficient clinic for this to work. The system teaches you how to take control of your personal process inside whatever environment you’re handed. The strategies are built to handle clinic interruptions, high patient volume, complex cases, and unpredictable days.

AI scribes, SOAP note templates, and dot phrases can help with isolated tasks, but they do not fix the underlying workflow problem. If your system for managing visit flow, inbox habits, and time management is inefficient, no template or scribe will stop the work from spilling into your nights and weekends. Chart Smart Mastery teaches you the complete system that makes those tools effective, efficient, and sustainable.

This membership is ideal for new graduates because it teaches the crucial workflow skills that graduate school never provided. You already know how to diagnose and treat; I teach you how to manage a full patient load, complete documentation during the visit, handle inbox messages, and work efficiently in the EHR. This structure ensures you do not develop the habits that lead to years of unnecessary overwork.

Most providers "try" to fix their workflow by using random tips, templates, or hacks without a cohesive plan. Chart Smart Mastery is different because it provides a complete, repeatable system that addresses the true root causes of overwhelm: visit flow, EHR setup, inbox habits, delegation, and boundaries. When you follow this comprehensive system consistently, the workday becomes lighter because every part of your day works together, not against you.

Absolutely. Imposter syndrome is a major internal pressure for conscientious providers. Your secret aspiration is mastery and efficiency. This blueprint is the antidote to that feeling of inadequacy because it teaches you the specific, repeatable systems for documentation, inbox management, time boundaries, and charting for quality. You gain the control and competence that leads to professional confidence.