A few short questions, plain English, no jargon. Your answers become Claude's standing instructions.
The name of your practice as it should appear in memos, letters, and staff communications.
The organizational structure of your practice. Shapes the tone and scope of operational documents.
Approximate headcount including clinical and administrative staff. Helps Claude calibrate communication complexity.
Select all payer categories that make up a significant portion of your patient population. Shapes billing workflow guidance.