TEMPLATES & FRAMEWORKS

Practical Tools You Can Use Today

Pricing in EUR · Remote engagements worldwide · Approx. CAD shown below · CAD & USD available on request

Built from 10+ years of healthcare operations experience. Download once — use forever.

All templates available in English & Spanish.

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"All prices in EUR · Approximately CAD $22–$45 · Payments processed securely via Stripe"

Clinic operations audit checklist template — 10-area scoring guide for private healthcare practices

Clinic Operations Audit Checklist

€19

≈ CAD $30

Google Sheets

  • 10 operational areas scored and prioritized

  • Scoring guide and priority matrix

  • Available in English & Spanish

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Weekly clinic operations dashboard — patient volume, fill rate, and KPI tracker for private clinics

Weekly Operations Dashboard

€24

≈ CAD $38

Google Sheets

  • Patient volume, fill rate, no-show tracker

  • Auto-generated weekly trend charts

  • Staff attendance and issues log

  • Available in English & Spanish

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Patient intake and onboarding SOP template — pre-arrival to post-appointment workflow for private clinics

Patient Intake & Onboarding SOP

€14

≈ CAD $22

Notion + PDF

  • Pre-arrival to post-appointment workflow

  • EMR data entry protocol

  • Staff roles at each stage

  • Available in English & Spanish

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Lean Six Sigma process improvement project charter — RACI, RAID log, and milestone tracker template

Process Improvement Project Charter

€29

≈ CAD $46

Word / Google Docs

  • Lean Six Sigma based framework

  • RACI map · RAID log · SMART goals

  • Milestone tracker + benefits realization

  • Available in English & Spanish

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Staff onboarding workflow template — 30-60-90 day plan for new healthcare clinic employees

Staff Onboarding Workflow — 30/60/90 Days

€19

≈ CAD $30

Notion + PDF

  • Week 1 orientation checklist

  • 30/60/90 day milestones

  • Clinical and admin versions

  • Available in English & Spanish

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