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The Medical Team Audit
A Concierge Framework for Auditing the Executive Team Running Your Health
You already run one organization without a second thought: your career, your household, your investments. So why does your healthcare, the one system with the most at stake, run without any oversight at all?
The patient is always the CEO of their own healthcare. Every physician, specialist, and practitioner on your team occupies an executive-style seat that answers, ultimately, to you. The Medical Team Audit gives you the same rigor you'd apply to any other high-stakes team: a way to see who's actually on your roster, map how they work together, evaluate them against real criteria, and know with certainty whether their credentials check out.
Inside, you'll build a complete organizational chart of your medical team, score every provider on both clinical competency and alignment with your goals, verify each physician's license standing through the same public record any hospital credentialing office uses, and walk away with a dated action plan for any seat that isn't earning its place.
No hedging, no guesswork. A rigorous, repeatable audit you can run once a year for the rest of your life.
What's inside:
Roster and organizational chart worksheets
A 14-question evaluation framework covering clinical competency and goal alignment
The Green, Yellow, Red scoring system with a built-in tracker
Step-by-step license verification instructions, including the exact public tools hospitals use
A red-light action plan for replacing underperforming providers
Reusable blank worksheets for every member of your team
A bonus AI co-pilot prompt for a guided, tech-assisted version of the audit
The Medical Team Audit
A Concierge Framework for Auditing the Executive Team Running Your Health
You already run one organization without a second thought: your career, your household, your investments. So why does your healthcare, the one system with the most at stake, run without any oversight at all?
The patient is always the CEO of their own healthcare. Every physician, specialist, and practitioner on your team occupies an executive-style seat that answers, ultimately, to you. The Medical Team Audit gives you the same rigor you'd apply to any other high-stakes team: a way to see who's actually on your roster, map how they work together, evaluate them against real criteria, and know with certainty whether their credentials check out.
Inside, you'll build a complete organizational chart of your medical team, score every provider on both clinical competency and alignment with your goals, verify each physician's license standing through the same public record any hospital credentialing office uses, and walk away with a dated action plan for any seat that isn't earning its place.
No hedging, no guesswork. A rigorous, repeatable audit you can run once a year for the rest of your life.
What's inside:
Roster and organizational chart worksheets
A 14-question evaluation framework covering clinical competency and goal alignment
The Green, Yellow, Red scoring system with a built-in tracker
Step-by-step license verification instructions, including the exact public tools hospitals use
A red-light action plan for replacing underperforming providers
Reusable blank worksheets for every member of your team
A bonus AI co-pilot prompt for a guided, tech-assisted version of the audit