Where O&P Workflows Break and How to Fix Them

Session overview

Every practice has the workarounds: the sticky notes, the group texts, the spreadsheet that became load-bearing infrastructure. Most practice leaders assume it's a people problem. Usually, it's a system problem. The fixes are completely different.

In this 30-minute session, Solutions Engineer Josh Black walks through where workflows actually break across intake, documentation, task ownership, billing handoffs, and visibility, then shows what connected operations look like in practice.

You'll leave with:

• A clear picture of where your biggest workflow breakpoints are likely hiding
• A framework for telling the difference between a system problem and a people problem
• A live demo of the handoffs that matter most and a diagnostic you can apply to your own practice today