A record is a record.
A task marked complete reflects what was recorded. It is not proof that a regulator, payer, or professional adviser has approved the underlying work.
HOW IT WORKS
A home for the work. A way to see what’s next.
Practice Elf keeps your practice’s tasks and context together. Here’s how the current product fits into a working week.
Practice ElfILLUSTRATIVE TEAM
Follow the example
THE BOARD / WORK IN MOTION
One team. A shared plan.
A renewal becomes a coordinated plan, with you in control.
✦ Administrator✦ CFO✦ Marketing
THE WORK OWNER / STATUS
- Organize the EHR renewal questionsAdministrator ElfPreparing
- Compare the renewal cost assumptionsCFO ElfDraft
- Outline a patient information updateMarketing ElfYour review
Different roles. The same practice context.
Each piece connects to the decision your practice needs to make.
THE BRIEF / YOUR TEAM’S UPDATE
The work moves. You decide.
What your Elves are preparing, and where they need you.
3Elf roles
2in preparation
1your review
IN THIS EXAMPLE NEXT HANDOFF
- Renewal questions are being organizedAdministrator Elf → CFO ElfContext
- Renewal cost assumptions need checkingCFO Elf → YouDraft
- Choose the patient update’s focusMarketing Elf → YouDecision
You set the direction.
Review assumptions and approve the next step before work goes further.
THE DESK / WORK IT THROUGH
Bring your team a decision.
One conversation, with the right expertise around the work.
Context to carry forward
Priorities: predictable costs and less disruption. Terms still need your confirmation.
Your current practice workflow
01
Tell us where you are.
After email sign-in, choose starting or established and set up your practice. Each journey has its own onboarding questions and starting view.
02
Build a record of the work.
Add tasks and track their status, owners, and supporting context. Keep payer applications, recurring obligations, vendors, and contracts in their own trackers.
03
Review, then act.
The board shows the work; the Weekly Brief summarizes movement and attention needed. Conversations with Elf can add records and prepare drafts where enabled.
A FEW IMPORTANT DISTINCTIONS
Visible progress. Clear limits.
A draft is a draft.
Review before using it. Sending requires an enabled connection and permission. Approval alone does not prove a message was delivered.
Help is a choice.
Creating an account does not hire PPS. Agree on a professional engagement separately when you want people to help with specific work.
Still being developed: the new free self-directed workspace, structured planning deliverables and PDF/Word/Excel exports. In-product fee-schedule search and coding compliance education are not included in today’s offer.
Today’s tools. A larger destination.
These capabilities are the starting point for practice-owned systems, business memory, and agents that improve through feedback. Explore the vision and the controls we’re building toward.
See the work in context.
Explore launch and established-practice examples before entering the product.