FAQ: Chart Smart Mastery
Answers to Your Toughest Questions About Primary Care Workload Management
If you're a primary care provider (PCP) struggling with overwhelm, your deepest fear is likely Professional Inadequacy and Patient Harm. You're intelligent and dedicated, and you want to believe a 40-hour work week is possible without sacrificing the quality of care. You are looking for a reliable, tactical system, not another self-care talk.
Here are the most frequently asked questions about the Chart Smart Mastery program and how it helps conscientious providers like you get their lives back.
Q1: What is the biggest difference between Chart Smart Mastery and other "burnout prevention" programs?
A: The biggest difference is that Chart Smart Mastery is tactical, not therapeutic. Most programs focus on mindfulness, resilience, and self-care to help you cope with the chaos. We focus on workflow mastery and practical tactics to help you eliminate the chaos.
Our course content, from Optimizing your EHR (Module 2) to Real-Time Documentation (Module 5), is a skills training program for the day-to-day practice that you never received in school. We help you systematically remove the hours of unnecessary labor that are currently eroding your personal life.
Q2: I work at a dysfunctional clinic with zero admin time. Can I really make a difference with this program?
A: Yes, because the biggest problem is solvable through individual system changes. While every clinic has systemic issues, the principle problem is that you lack the individual efficiency skills and strategies to navigate those failings. You are not powerless to improve your situation.
Chart Smart Mastery teaches you to shape your individual execution of your work to withstand those pressures.
Module 4 (Time Management During Visits) gives you concrete agenda-setting strategies to manage unreasonable patient demands.
Module 6 (Managing Interruptions) gives you tactics to protect your focus time.
Module 7 (Delegating, Collaborating, & Communicating) teaches you how to reduce the work that isn't truly yours.
You may not be able to change the whole system, but you can change your approach within it.
Q3: What exactly is “Active Pre-Charting,” and how does it save time?
A: Active Pre-Charting is the process of reviewing the relevant matters in the EHR and drafting the visit note and the plan simultaneously—all before you talk to or examine the patient.
It saves time because:
It shifts cognitive load: You do the heavy thinking (synthesis and decision-making) in a quiet, focused environment, not under the pressure of the patient's presence.
It improves flow: You walk into the room with a solid plan, which builds instant trust with the patient and allows you to move through the visit efficiently.
The note is 90% done: After the visit, the chart is nearly complete, eliminating the after-hours backlog.
This strategy is covered in depth in Module 3: The Power of Pre-Charting. See how an NP resident used this to cut a visit time in half.
Q4: I am afraid of losing face if I can’t keep up. Does this address the fear of professional inadequacy?
A: Absolutely. This fear is a major internal pressure for conscientious NPs. Your secret aspiration is Mastery and Efficiency. It’s not about cutting corners, but rather being truly competent at the holistic demands of the job.
Chart Smart Mastery provides the exact blueprint for that mastery. When you develop repeatable systems for:
Real-Time Documentation (Module 5)
Tackling Inbox & Administrative Tasks (Module 8)
Charting for Quality & Compliance (Module 9)
...you gain control, confidence, and the ability to provide high-quality care sustainably. Mastery is the antidote to inadequacy.
Q5: What is the difference between the Pro and Premium tiers?
A: Both tiers include the entire 10-Module Chart Smart Master Class.
Tier 2 (Pro Membership): Provides the complete Chart Smart Master Class blueprint. This is perfect for the self-starter who wants the full tactical knowledge.
Tier 3 (Premium Membership): Includes the Master Class PLUS essential implementation support to ensure success. This includes:
Biweekly Live Group Coaching on Zoom: Direct access to me for troubleshooting, refining your chart workflows, and getting personalized advice.
24/7 Private Community: An immediate, always-available network of like-minded NPs on the same journey, essential for accountability and quick questions.
If you struggle with follow-through (i.e. you’ve purchased other programs before and hadn’t completed them or seen results) or need personalized guidance on your specific EHR, the Premium tier provides the structure and support to make your transformation real and lasting.
Q6: I'm concerned about the time it takes to learn a new system.
A: The time you invest now in learning these systems is the time you get back, forever. You are currently losing 10-20 hours a week to unpaid, after-hours work. Investing in Chart Smart Mastery is the fastest path to recouping that time. We focus on Building Sustainable Habits (Module 10) to make these changes stick, so you can stop splitting your attention when you’re with your loved ones and start showing up for your personal life.
➡️ Choose the membership that's right for you and start reclaiming your time today.
Further Reading:
Review the basics of preparation: PRE-CHARTING FOR SUCCESS IN PRIMARY CARE.
Understand the transformation: How One NP Resident Cut Her Visit Time by 50% With One Simple Strategy.
