InvestingDoc

Everything related to entrepreneurship and running a medical practice as a physician.

Doceras: https://www.doceras.com

Interested in joining? Email me [email protected]

Insurance companies wouldn’t negotiate with my single-location practice, so I built DocEras, a physician-owned MSO and clinically integrated network (CIN) for independent doctors, starting in Texas.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

I closed my panel to new patients to cut wait times. Instead, I went from being booked 3 months out to 7 months out. In this vlog I share 7 times my fixes in my primary care practice backfired, and what each one taught me about SOPs, patient behavior and scaling a medical practice.Topics covered:Closing my panel caused a rush of bookings, and patients started asking for concierge and cash-pay optionsHiring a new clinician didn't fix access because patients didn't trust them yet, and how SOPs helped build that trustPatients took advantage of open same-day urgent slotsPortal messaging led to a lawsuit threat over a statin prescriptionA PA named Colby, and why being upfront about who patients will see mattersA physician's side gigs cost my practice, and why "to be clear is to be kind" belongs in your contractsA website DNS switch took us offline for a day and a halfAn AI phone agent saved money, but 36% of callers hung upWhether you're starting a practice or scaling one, the playbook stays the same: find the problem, test a fix, listen to feedback, get boots on the ground and keep iterating.I'm Brad (InvestingDoc). I own a multi-million dollar primary care practice, and I help doctors start, grow and scale their own. Subscribe for more real talk on running a medical business.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

want to join the MSO/CIN? Email me brad @investingdoc.com

Starting or scaling a medical practice takes more than great clinical care. In this video, I explain why doctors need to get comfortable with selling: communicating your value, building referral relationships, recruiting the right team, and earning trust.

I share real experiences from growing my independent medical practice, including hiring my first employee before my name was on the wall and meeting a nearby practice that waited six years to introduce themselves.

Learn how ethical medical practice marketing and clear communication can help you attract patients, recruit physicians, and grow your private practice while keeping patients’ best interests first.

Subscribe to InvestingDoc for practical lessons on medical practice ownership, physician entrepreneurship, and practice growth.

Learn more: https://investingdoc.com

#PrivatePractice #MedicalPractice #PhysicianEntrepreneur

After 7.5 years of building and scaling my independent medical practice, I've started asking myself a difficult question: Am I building the business I actually want?In this video, I share my journey from surviving the early years of private practice to expanding to five locations—and why I've recently started questioning what success should look like going forward.We discuss the four different goals of entrepreneurship: growth, profitability, freedom, and mission. I also share how journaling, strategic thinking, and working backward from a long-term vision are changing the way I approach my business.Whether you're starting a medical practice, scaling an existing clinic, or building a business outside healthcare, this video is about making sure you're focused on the right destination—not just growing for the sake of growth.Subscribe to InvestingDoc for more on independent medicine, physician entrepreneurship, and the business of healthcare.#PrivatePractice #PhysicianEntrepreneur #BusinessGrowthMy website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

In Texas and want in on the MSO / CIN? → https://forms.gle/6DSSmS5SseUEvHGX9

Consulting is paused while I get the MSO off the ground — back to it in a month or two.I'm Brad. I own a multi-million dollar private primary care practice and I help physicians start and scale their own. Subscribe if you want the business side of medicine nobody taught you in residency.Nothing here is medical, legal, financial, or tax advice. I'm a physician and a business owner, not your advisor. Every practice and every state is different — talk to your own counsel and CPA before making decisions.--------------A physician who's also my patient no-call-no-showed six times, showed up late to the appointment they finally kept, spent the visit venting about portal messages and work-life balance — and then told me that when they refer friends to me and I'm full, those friends should just go somewhere else. Not to my clinic. Somewhere else.None of that makes them a bad person or a bad doctor. They were in patient mode, which is exactly where they should have been. But as a business owner, that visit was one long message about what's broken in how I built this thing.That's hero syndrome. Key man risk. Star syndrome. Whatever you want to call it — when the patients only want you, you've built a bottleneck and called it a brand.In this one I break down the two paths you can pick at the start, why I picked the harder one, the worst possible middle ground to get stuck in (concierge-level care on fee-for-service pay), and why my practice is adding cash-pay and premium services in 2027.Chapters00:00 Hero syndrome, key man risk, star syndrome00:50 The physician-patient who inspired this01:16 Six same-day cancellations and professional courtesy02:30 "If they can't see you, go somewhere else"03:12 Two wolves: the two paths you get to choose04:29 Path two — boundaries from day one05:01 The tablet analogy: why changing the rules makes people furious05:20 You are the brand, and it doesn't scale06:17 The worst place to be: concierge care, fee-for-service pay06:43 Training patients and selling your PA07:30 Is a DPC / concierge hybrid the future?09:24 Listening to what patients are actually asking for11:03 She went online for HRT. I could have written it.11:29 The $10,000 check on my exam table12:04 The Disney fast pass model12:17 Don't get caught in the middle (sub-$100/month DPC)13:38 The fork in the road: charge the premium or set the boundary14:37 Listen to what your market is telling you15:35 Where I'm at with the MSO and CINMy website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

https://www.onlinejobs.ph/

My template VA Templates.docx

Staffing a medical practice is expensive. In this video, I break down how I use overseas virtual assistants to answer phones, verify insurance, schedule patients, handle administrative work, and help scale my practice. I’ll show you where I find them, what I pay, how I screen applicants, and why I still prefer real humans over AI phone agents.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

Join my MSO: https://forms.gle/L2CZ6WsCcP36idci9

Everything related to entrepreneurship and running a medical practice as a physician.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

My grandfather was a master plumber and master electrician in a Texas town of 2,400 people. He grew a plumbing, HVAC, and electrical company to 75+ employees — and almost everything I know about running and scaling a medical practice, I learned watching him do it.In this video I break down 7 lessons that transfer directly from a "boring" trades business to primary care, private practice, and DPC. Plus why every industry — not just medicine — fights clawbacks and claims (the Dodge Ram warranty story is going to sound very familiar to anyone who bills Blue Cross).Timestamps:0:00 Intro0:17 Small-town Texas and my grandfather's business0:54 Lesson 1: There is nothing wrong with a boring business2:47 Lesson 2: Your reputation compounds — but the beginning is painfully slow4:34 Lesson 3: The owner gets every problem nobody else wants6:48 Lesson 4: Know the work before you try to manage the work8:03 Lesson 5: Tools are expensive, people cost more, bad people cost the most10:00 Lesson 6: Cash flow is not the same as success11:09 Lesson 7: Go after the big dogs13:00 How to sign 30 DPC patients in one swing (pitch employers, not individuals)13:48 What this means if you're fee-for-service and in network14:27 The Ram warranty clawback story — every industry deals with this16:06 What that $300/hr service call actually costs the owner17:29 SOPs, paying your dues, and why I started my own practice18:10 MSO update — it's done, emails going out shortlyIf you're starting or scaling a practice and want more on this, check out my video on advertising in medicine.Subscribe for weekly breakdowns on medical practice ownership, DPC, private practice economics, and physician entrepreneurship.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

Everything related to entrepreneurship and running a medical practice as a physician.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

AI is changing the way we practice medicine — here's exactly how I'm using it to run and scale my private practice.In this video I break down 7 real, practical ways I use Claude (and a few other AI tools) day-to-day as a physician and practice owner:1️⃣ Building SOPs from scratch — check-in algorithms, patient workflows, and more2️⃣ Removing emotion from tough patient communications (1-star reviews, difficult messages)3️⃣ Fixing and updating my website with Claude Code — no developer needed4️⃣ Branding & landing page inspiration5️⃣ Patient education handouts6️⃣ Hiring & onboarding (HIPAA compliance training built from scratch)7️⃣ Data mining billing/revenue outliers — and using local AI (Llama) to stay HIPAA-safe with patient data8️⃣ NotebookLM as a branding/content assistant9️⃣ Using AI-analyzed data to negotiate a pay raise with insurance companies⏱️ TIMESTAMPS0:00 – Intro0:10 – Claude vs. ChatGPT0:23 – #1 Creating SOPs from scratch1:20 – Disclaimer: talk to your lawyer1:38 – #2 Removing emotion from patient responses3:57 – #3 Fixing my website with Claude Code5:26 – Branding & landing page inspiration6:23 – Patient education handouts6:44 – Hiring & onboarding / HIPAA training7:26 – Data mining billing outliers (HIPAA caution)10:38 – NotebookLM for branding & content12:05 – Negotiating insurance pay raises with AI12:40 – Outro & community links⚠️ Disclaimer: This video is for entertainment/educational purposes only and is not legal, compliance, or financial advice. Always consult a qualified attorney before using AI with any billing, Medicare, or patient data workflows, and never upload PHI to a tool without a signed BAA.If this helped you, subscribe for more on running and scaling a medical practice with AI. MSO update coming soon — it's close!#MedicalPractice #AIinHealthcare #PrivatePractice #ClaudeAI #PracticeManagement #HealthcareBusinessMy website 🖥️: https://www.investingdoc.com👥 Join the community:My podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting