Page 1 — the one-pager
The first thing a member opens is a single page that answers "what do I do Monday?" Three boxes, no scrolling:
Read This First
KEEP ChatGPT for non-patient writing — and only that.
CUT Second chatbot, Otter/Fathom on calls, AI receptionist, second calendar.
TRIAL LATER Heidi or Dragon — one, after legal review, only if charting is the real pain.
CUT Second chatbot, Otter/Fathom on calls, AI receptionist, second calendar.
TRIAL LATER Heidi or Dragon — one, after legal review, only if charting is the real pain.
Under that: the one rule that matters (no PHI in ChatGPT, ever) and the page to print (a front-desk cheat sheet).
The rest of the audit
- Findings. Five findings with confidence levels — "High — public site, this week" — and a "what to do Monday" column.
- Recommended stack. Keep / cut / trial / do-not-start across the tools you named. Each row has a decision, the tool, and why.
- Comparison. Real prices from the vendor's public pricing pages, with pros, cons, and the specific gates (yearly-only features, missing trials, etc.).
- PHI fence. One printable page: what never goes into ChatGPT. Even if the word "HIPAA" never applies to your business, the discipline is the same.
- 30-minute test. How to know whether ChatGPT Plus is actually earning its keep. Tick-boxes you can print.
- Phones, scheduling, replies. Use what you already pay for. No new AI receptionist, no second calendar, no chatbot that pretends to book.
- Print this page. Eight templates and the emergency rule, ready to tape at the desk.
- 30-day roadmap. Inventory (week 1), fence + templates (week 2), no new vendors (week 3), trial a scribe only if charting is the pain (week 4). Cancel rule at the end.
- BAA questions. If you ever trial a documentation AI, the six questions to ask their sales page before anyone signs anything.
- Spend logic. No fabricated savings. If your bills are private, we say so and work with what we can see.
What this is not
- Not implementation. We don't set up software, connect your EHR, take logins, or handle credentials.
- Not legal compliance. We give you the questions, not a BAA.
- Not ongoing support. The deliverable is one audit. Premium members can request follow-ups in other months as separate jobs.
Who this is for
Creators, consultants, small businesses, agencies, sales teams, operators, real estate agents, and any small operator who is paying for three overlapping AI subscriptions and wants to know which one to keep.
Pricing
Included with Premium membership ($12/mo, 7-day free trial).
Join Premium on Whop ($12/mo) Open the Premium template Free instant audit