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2. FIND
CATALYST DAY
START HERE: revisit your CATALYST DAY (and ChatGPT prompts) (36:38)
Discover EXTRA TIME in your calendar
PREPARE with initial brain dumping
Time Wizardry Magic Lessons (video) and bonus Trello Planning board! (85:21)
Download this CHEAT SHEET for cultivating your flow cadence
Personal Calendar and Organizational Tips and Tools
Strategic Quarterly Planning session with the AHA! method (27:45)
Find your BOUNDARIES and COMMUNICATION practices
Boundaries 101: how to funnel your communication preferences (and BONUS Boundary Scripts!)!)
First, is your patient stable? Getting psychiatry approval first [editable template]
Second, use this PCP outreach letter [editable template]
⚠️ Solidify these boundaries before proceeding to the next module [USER MANUAL]
NUTS AND BOLTS: find your TOOLS (tech, people, etc)
Pre-Approved contractors and tech to add to your team (sample workshops included!) (369:16)
Communication Tools for email, phone, and screenshare apps (5:11)
Website recommendations
Set up your online calendar (initial set up templates and tips for Acuity)
Top EMR choices reviewed
Logo and Visual Graphic Tools for Social Media
Grow your email list while you sleep (steal this 12 week Autoresponder template from Active Campaign!) (3:04)
Connect tech platforms together with Zapier
BONUS RESOURCES (books and podcasts suggestions to inspire your personal/professional growth)
Remove your FLOW BLOCKERS
Spot your COGNITIVE BIAS BLOCKERS to avoid self-sabotage (38:14)
Anti-burnout proof yourself with this Intrinsic Motivation Inventory review
Find your LEGAL LIMITS and DISCLAIMERS
Use this "Terms and Conditions, Disclaimers and Consent" to build your own
Standard Security Hygiene and Audit recommendations
Specific disclaimers for a membership style model
Telehealth Licensure requirements
BHRT consent form
Quarterly LEGAL LOUNGE video replays and transcripts (164:00)
ARE YOU READY to proceed to the next module?
Bare minimum checklist of tasks to complete before moving onto STREAMLINE
Pre-Approved contractors and tech to add to your team (sample workshops included!)
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