ServiceAi

Notes from the build.

Written when there is something specific to report, not on a schedule
Process · 12 Aug 2026 What we look at before we quote anything Two hours with your invoices and your front desk tells us more than a discovery workshop. Here is the list we work through, in order. Read →
ServiceAi conversation operations dashboard with sample call outcomes Operations audit · sample data
Process · 05 Aug 2026 We connect to your accounting software instead of rebuilding it Rebuilding a tool that works is how a project gets expensive without getting better. The rule we use to decide. Ownership · 04 Aug 2026 What you actually own when you buy software Three questions decide whether you are buying an asset or renting a dependency: who holds the repository, who holds the domain, and what happens on the day you stop paying. Cost · 29 Jul 2026 What a system costs to run once it is live The build price gets all the attention. The number that matters over five years is what it costs to keep running, and what that figure is actually buying. Compliance · 22 Jul 2026 HIPAA is a workflow question, not a checkbox Most compliance failures in small practices are not technical. They are a form emailed to the wrong place, or a screen left open at a busy front desk. Cost · 21 Jul 2026 Per-seat pricing is a tax on hiring Every tool that charges by the head turns a staffing decision into a software decision. Here is what that costs a ten-person business over five years, using published rates. Operations · 15 Jul 2026 Reminders do not reduce no-shows. Rules do. Almost every practice already sends reminders. The 60 per cent drop at Arbor Vitae came from what happened around them. Case notes · 09 Jul 2026 Notes from replacing a practice management platform What we learned migrating a chiropractic practice off Tebra: what had to move, what did not, and why both systems ran side by side for a week. Process · 08 Jul 2026 Migration risk is mostly a data-modelling problem The fear is losing data. The actual failure is data that arrives intact and means something different than it did before. Operations · 23 Jun 2026 Speed to lead is a routing problem, not a staffing one Four hours to 1.8 minutes at Flipur came from deciding who owns a lead before it arrives, not from asking anyone to work faster. Ownership · 11 Jun 2026 When you should not commission software The cases where a subscription is the right answer, written down so we can point at them on calls instead of arguing. Operations · 28 May 2026 Intake forms that land on the record Most intake tools produce a document. The useful version writes to the record, and that difference is most of the value.
Notes from the work

Add up what you rent.

Every post here comes back to the same question. Tick the tools you pay for and the calculator totals your own number.

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