Smart Nurse Delegation Systems for Small Clinics
Burnout-free inboxes. Audit-safe refills. Bonus-ready workflows.Built by a nurse. Ready for your team.
Which Toolkit Fits Your Clinic?
Designed for small practices, Medicare providers, and teams who need delegation support now — not next quarter.
Smart Start Kit – $197Best for: Solo providers or MA trainers just getting startedIncludes:
• 3 SOP + NSO logic pairs
• Delegation decision tree
• MA triage guide
• 1 SmartPhrase sheet
• PDF + Notion access
Core Efficiency Vault – $497Best for: Small clinics or DPCs building smart delegation systemsIncludes:
• 10 SOP + NSO logic workflows
• SmartPhrase + routing script per workflow
• Delegation rules + triage cheat sheets
• Audit-safe logic
• Includes everything in Smart Start Kit
Full Optimization Suite – $997Best for: Clinics with up to 5 users needing full optimizationIncludes:
• 25+ SOP + NSO logic workflows
• Full scripting pack (SmartPhrases, auto-replies, routing)
• Smart Start onboarding sequence
• Audit compliance matrix
• White-label license for 5 users
• Includes everything in Core Vault
Essentials Subscription – $97 setup + $39/monthBest for: Clinics who want fresh workflows without a big upfront costIncludes:
• 3 base logic workflows
• 2 new workflows per month
• 1 phrase pack per month
• Delegation FAQ drops
• CMS update summaries
• Quarterly Q&A
• Cancel anytime, keep what you download
Stop Drowning in the Inbox.
Start Delegating With Confidence
Designed for small practices, Medicare providers, and teams who need delegation support now — not next quarter.
Prevent refill errors that put your license at risk
Empower nurses and MAs to pend safely — without guesswork
Reduce audit exposure with failsafe logic
Close care gaps and meet MIPS metrics without burnout
Skip 40+ hours of SOP writing and inbox cleanup
Built for Real-Life Clinics
Solo providers and small group PCPs
Teams participating in Medicare/MIPS
Value-based care clinics needing better delegation
Medical assistants and nurses working inboxes or refills
Quality managers prepping for audit season
Whether you’re a solo doc with no ops support, or a clinic with an overworked float nurse — this system gives your team the tools to act safely and effectively.
Hi, I’m Kat
I’m a nurse and healthcare systems trainer who spent years untangling inbox chaos, fixing refill workflows, and training new MAs in primary care. I built this Vault because small clinics deserve enterprise-level delegation tools — without enterprise prices.
Need Help Choosing?
FAQs:
Q: Is this just for Epic users?
A: Nope! These workflows are EMR-agnostic. SmartPhrases and routing tips are written for universal use.Q: Can I get monthly updates?
A: Yes! Subscribe for just $39/month and receive biweekly content drops.Q: Is this appropriate for DPC clinics?
A: Version 1 is built for Medicare-participating clinics, but a DPC version is coming soon.
Still have questions?I'm happy to help. Reach out directly or connect on LinkedIn.