December 2025

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8 EMAIL: Surprising job satisfaction results December 8, 2025 Dear Friend, A recent nationwide job satisfaction survey of independent medical practices revealed unexpected results. More than half of respondents reported high levels of job satisfaction. This was a bit of a surprise, given the high levels of burnout reported in the general healthcare provider community these days. When we dug into what was driving satisfaction in their jobs, respondents revealed: Flexibility Autonomy Ability to impact patient care Underlying this ability was an all-in-one automation platform (EHR + practice management + patient engagement) that delivers the flexibility and autonomy to free them up for more impactful patient care. Ready to join the ranks of high job satisfaction and patient care? This free eBook: How Healthy is Your Practice? has all the details. Included are five practical steps to improve employee satisfaction, plus the four key components an automation system must provide to empower job flexibility and autonomy. It's a free resource that could help turn the tide of employee satisfaction in your office. Get yours here. Best regards, Practice Success Team (800) 825-0224 Schedule callback

10 5:00 am: EMAIL: Summary on Short-staffing and Admin Overload Stress: Now Available 5:00 am – 6:00 am December 10, 2025 Dear Friend, Earlier this week we sent you an invitation to download a free eBook on four keys to overcoming the challenges of falling morale, burnout and loss of work-life balance in healthcare clinics brought on by short staffing and burdensome administrative overload. Based on a nationwide study of medical clinics, the results are both powerful and practical. Our findings are now available.Get your copy of How Healthy is Your Practice? (5 min read). Best regards, Practice Success Team (800) 825-0224 Schedule callback, 1:00 pm: Your Peers’ Favorite Educational Resources of 2025 – Don’t Miss Out 1:00 pm December 10, 2025 Happy Holidays {{lead.First Name:default=Friend}}, We hope 2025 was a great year for you and {{company.Company Name:default=your company}}! As we look ahead to an even better 2026, we wanted to share the most valuable resources (based off your peers’ downloads). These were the most downloaded eGuides and videos of 2025—if you haven’t explored them yet, now’s your chance! Top eGuides of 2025 EHR for the Private Practice: A Beginner’s Guide Medical Billing for Private Practice: A Beginner’s Guide Top 10 Hacks for Improving Profitability Best Practices to Improve Patient Payments The 6 Billing Tips Insurance Companies Hate Top Videos of 2025 Communications & 2-way Text Pro Tips for Billing & Claims Management Prioritize Patient Care from Anywhere (EHR on the iPad) Customizable EHR Templates for {{lead.Specialty:default=your specialty}} 5 Tips to Improve Revenue Cycle Efficiency Click any link to discover proven strategies and tools that can transform your practice. Here’s to making 2026 your most successful year yet!

11 6:42 am: EMAIL: Introducing our AI-clinical Assistant with Ambient Listening and Transcription 6:42 am – 7:42 am December 11, 2025 Dear valued colleague, We’re pleased to announce our suite of AI tools designed to automate manual processes and help reduce administrative burden, enhance quality of care, and fit into your existing practice workflows. At a time when clinicians typically spend more time documenting care than delivering care, our AI tools bring focus back to what matters most: your patients. And you’re able to take back your pajama time. Below are the key features and their availability status. Estimated release date for those in a preorder status is February 3. Pre-visit Summary – Now available Ambient Listening & Transcription – Now available AI Transcription – Mobile – Preorder today AI Transcription – Telehealth – Preorder today AI Action Items – Preorder today Feature Spotlight: Ambient Listening & Transcription Our suite includes ambient listening and scribing that automatically creates documentation. You gain a high performing platform with low cost and that may generate immediate ROI. When enabled, during the visit, AI transcription captures your natural conversation. Our AI scribe uses ambient listening coupled with a leading medical dictionary designed to understand medical language. AI filters speech for relevancy and speaker changes. Documentation becomes automated. You’re always in control and can record, pause, or stop the recording at any time. Once the visit ends, AI generates your transcript into the following full dynamic note formats: Sharable Visit Summary SOAP Psychiatric Evaluation Medication Management Treatment Plan AI-clinical Assistant: Focused patient care, pajama time restored. Learn more about how our AI-clinical Assistant features can work to help cut manual work, save time, reduce burnout, and improve patient connections. Get a personalized demo & pricing for your practice Experience our AI-clinical Assistant suite in a short demo Download our product sheet to see key features and screenshots Check out all our AI features on our website Read about this release on our blog

15 4:45 am: EMAIL: What do 88% & 73% have in common that's negative to your practice? 4:45 am – 5:45 am December 15, 2025 Dear Friend, Recent research reveals that while 73% of patient respondents said they prefer to schedule appointments online, fully 88% still must call and make phone appointments. That's on top of 93% of providers saying that patient experience is a top priority. If your practice is looking for ways to close the gap between what patients want (online scheduling) and what they are getting (waiting on the phone), this resource may be perfect for you. In this eBook, 6 Time-Saving Hacks for Your Front Office and Scheduling Team, we share six simple things you can change to meet patient scheduling expectations while relieving pressure on front office scheduling resources. See how quickly you can close the gap on meeting patients where they want to be served. Get a free download this eBook (5-minute read). Best regards, Practice Success Team (800) 825-0224 Schedule callback

16 4:45 am: EMAIL: Online scheduling game-changer - Now Available 4:45 am – 5:45 am December 16, 2025 Dear Friend, Earlier this week we sent an invite to check out our eBook entitled 6 Time-saving Hacks for Your Front Office and Scheduling Team. We hope you'll enjoy learning more about the 6 simple ways practices can dramatically increase the effectiveness of online patient scheduling. We created this because our clients have shared it is a hot topic for 2026, plus recent research reveals practices prefer online scheduling by an overwhelming 73% majority. The eBook is now available as a free download. (5 min read). Best regards, Practice Success Team (800) 825-0224 Schedule callback, 6:42 am: EMAIL: Introducing our AI-clinical Assistant for mobile and telehealth 6:42 am – 7:42 am December 16, 2025 Dear valued colleague, Our AI tools are designed to automate manual processes and help reduce administrative burden, enhance quality of care, and fit into your existing practice workflows. Below are the key features and their availability status. Estimated release date for those in a preorder status is February 3. Pre-visit Summary – Now available Ambient Listening & Transcription – Now available AI Transcription – Mobile – Preorder today AI Transcription – Telehealth – Preorder today AI Action Items – Preorder today Feature Spotlight: AI Transcription for Mobile and Telehealth Our mobile AI transcription offers an efficient way to capture clinical notes on the go. From your mobile device, simply dictate or record your visit. When you’re done, AI can generate an easy-to-read transcript. Our telehealth includes an optional AI transcription agent you can invite to join your call. During the session, it records and transcribes your audio in real time. You can default by appointment type if the transcription agent is on or off. Once the call ends, the transcription is automatically saved and available on our desktop EHR. AI-clinical Assistant: Focused patient care, pajama time restored. Learn more about how our AI-clinical Assistant features can work to help cut manual work, save time, reduce burnout, and improve patient connections. Get a personalized demo & pricing for your practice Experience our AI-clinical Assistant suite in a short demo Download our product sheet to see key features and screenshots Check out all our AI features on our website Read about this release on our blog

18 6:42 am: Introducing our AI-clinical Assistant and AI Action Items 6:42 am – 6:42 am December 18, 2025 Dear valued colleague, Our AI tools are designed to automate manual processes and help reduce administrative burden, enhance quality of care, and fit into your existing practice workflows. Below are the key features and their availability status. Estimated release date for those in a preorder status is February 3. Pre-visit Summary – Now available Ambient Listening & Transcription – Now available AI Transcription – Mobile – Preorder today AI Transcription – Telehealth – Preorder today AI Action Items – Preorder today Feature Spotlight: AI Transcription for Mobile and Telehealth We’ve automated problem list management within the patient chart. AI extracts clinical information from the visit transcript and organizes them into an actionable list. Clinical suggestions include: Problems (direct extract) Medications Allergies Risk Factors Lab Orders Appointments Messages Immunizations AI analyzes your visit transcript and generates suggested updates for the patient chart. AI automation reduces manual chart entry during or after each visit. If a given suggestion is adopted it can be extracted and added directly into the patient’s problem list. AI also extracts data that is typically documented inside notes. Note suggestions include: Chief Complaint Reason for Visit Vitals Medical History Family History Social History History of Present Illness Abnormal Exam Findings Assessment Diagnosis Plan Patient Instructions AI-clinical Assistant: Focused patient care, pajama time restored. Learn more about how our AI-clinical Assistant features can work to help cut manual work, save time, reduce burnout, and improve patient connections. Get a personalized demo & pricing for your practice Experience our AI-clinical Assistant suite in a short demo Download our product sheet to see key features and screenshots Check out all our AI features on our website Read about this release on our blog

22 5:05 am: EMAIL: Boomer overload: Is tech the right answer? 5:05 am – 6:05 am December 22, 2025 Dear Friend, 26 million new Boomers — 10,000 per day — will age into Medicare by 2030. That's on top of the vast majority of leading-edge Boomers already in the Medicare system. Your practice may be feeling the increased load this growing population places on stretched clinic resources. Ironically, Boomers and technology actually align to provide an excellent care solution. The right technologies — carefully selected, 'boomer-tuned’ and deployed in your practice — can prevent what otherwise could result in overwhelm and disappointment on both sides. This free eGuide, 10 Must-have Technologies for Boomer Care, outlines the ten essential technologies that facilitate both excellent Boomer care and highly efficient staff utilization. Boomers and Technology? Many clinics overlook this approach, even though much of the technology is already available in their automation systems. They assume Boomers aren't technically proficient. The actual facts paint a different picture: Despite not growing up with technology, they haven't become the 'unplugged generation'. A large percentage are comfortable, regular users of many types of technology, and expect it in their healthcare delivery. Studies show Boomers utilize most key technologies at the same rate as Millennials. Let your automation system take the Boomer strain off your staff and delight more Boomer patients. Get your copy of the eGuide now. It's free, and could be your first step toward solving the Boomer dilemma in your office. Best regards, Practice Success Team (800) 825-0224 Schedule callback

23 5:05 am: EMAIL: Boomer overload: Is tech the right answer? Free download. 5:05 am – 6:05 am December 23, 2025 Dear Friend, Yesterday we spread a bit of holiday cheer and offered one of our top downloaded eBooks for 2025 called 10 Must-have Technologies for Boomer Care. It's now available as a free download. If you or anyone at your practice would like a copy, we'll send one straight to your inbox. Best regards, Practice Success Team (800) 825-0224 Schedule callback

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