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This Quick Tip breaks down Automation vs. Artificial Intelligence for private practices—what they are, where they overlap, and how to deploy each for maximum ROI. You’ll learn how rule-based automation (think: EHR billing runs, appointment confirmations, Calendly/Acuity reminders, Zapier workflows, Keap/Infusionsoft logic trees) eliminates repetitive tasks, while AI (machine learning–driven tools like HIPAA-ready note-takers, smart chatbots, and content generators such as ChatGPT/Jasper/Scribe PT) adapts to data, drafts documentation, analyzes client trends, and improves over time. We cover real clinic use cases—scheduling, reminders, billing, compliance alerts, HR/licensure tracking—and a critical caution on data quality and HIPAA compliance when using AI for clinical or revenue-cycle decisions. Bottom line: Automate the predictable, add AI where nuance and analysis drive outcomes. If you want fewer no-shows, faster documentation, tighter cash flow, and better patient communication, this episode gives you a practical roadmap to implement both—safely, ethically, and profitably.

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.
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Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
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https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book