Kat & Co.
Health Solutions


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.


For clinics/teams with updates → see Clinic Licenses.

Starter – Smart Start Kit — $197Best for: solo providers or MA/LPN trainers.Includes:
3 Workflow + Standing Order models (MD approval required), delegation tree, MA triage guide, 1 SmartPhrase sheet, PDF + Notion access.
License: single user (teams → contact).

Core Efficiency Vault – $497Includes:
10 Workflow + Standing Order builds, SmartPhrase + routing script per workflow, delegation rules + triage cheat sheets, audit-safe logic, everything in Starter.
License: single user.

Full Optimization Suite – $997Includes:
25+ Workflow + Standing Order builds, full scripting pack (phrases, auto-replies, routing), onboarding sequence, audit matrix, everything in Core.
License: single user.

Essentials Subscription Add-on - $39/monthFor kit buyers who want new drops.Includes:
2 new workflows/mo, 1 phrase pack/mo, delegation FAQ drops, CMS update summaries, quarterly Q&A.
Cancel anytime; keep downloads.

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’ve been a nurse for 25+ years and spent the last 10 years untangling inbox chaos, fixing workflows, and training new staff in virtual and 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.

Educational content. Standing orders require medical-director approval and state scope compliance.No redistribution.


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