Tools change. Staff change. Rules change. Stay ahead of all three.
Layer 3 is optional monthly advice once your setup is running. We report on the numbers that matter, keep your privacy setup current, and tell you which new tools are worth it and which aren’t.
Every monthly report is read by Nick Cheremeteff and Matt Phillips: Nick reads the marketing, Matt reads the front desk. About us →
Book a callThe numbers, the safeguards and the next decision.
- ○ A monthly written report: front-desk numbers and where new patients came from (calls, ads, search, website)
- ○ Privacy and settings checks as tools, vendors and rules change
- ○ New-tool reviews on request, including clinical AI, only with a signed BAA and a fit with your practice software
- ○ State AI rules tracked where you practice. Some states now require telling patients when AI is used in diagnosis or treatment planning, and Texas requires it in writing
- ○ A quarterly strategy review with the owner
- ○ New hires trained on the playbook
From the first conversation to a result you can measure.
Report
A short monthly report, reviewed with the office manager in 30 minutes.
Fix
Anything that drifted, fixed the same week.
Advise
New tools and rule changes checked before they reach your desk.
Review
A quarterly strategy session: keep, change or stop.
Nothing quietly breaks
Someone is checking, every month.
You know what works
Which marketing brings patients, and what each one costs.
No lock-in
Monthly. Cancel any time.
Front Desk Assessment
A two-week review of your AI tools, privacy setup and patient pipeline. It ends with a written report and a ranked list: do now, do later, never do.
Learn more →Layer 2 · 90 daysSetup & Adoption
A secure, HIPAA-ready setup, training for the people who do the work, and your top three tasks running and measured. By day 90 your team runs it without us.
Learn more →Part of Layer 2 · 1 dayFront Desk AI Day
One day, on site or remote, with the people who answer the phones. Included in Layer 2, and available on its own.
Learn more →