Capacity studies
From booking export to annotated brief
A capacity study is a bounded piece of fieldwork. This page shows the sequence we follow so clinic teams know who we meet, what we need, and when charts arrive.
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Scoping conversation
We clarify which buildings, specialties, and session types belong in the study. You leave with a one-page scope and a data checklist — usually appointment exports, session templates, and a simple floor sketch.
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Quiet data pass
Analysts clean the export, chart slot fill and no-shows, and list questions for the floor days. Nothing is presented as final until observation confirms or challenges the numbers.
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Observation days
Two half-days on site: registration, waiting areas, and room turnover. We do not enter clinical consultations. Escorts from your team help us stay out of the way of care.
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Draft charts & review pack
You receive annotated charts and a draft narrative a few days before the readout. Corrections to local names, room labels, or known anomalies are welcome at this stage.
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Leadership readout
A ninety-minute session walks through findings and ranked adjustments. The final brief follows within three business days, ready for your internal circulation.
What you should prepare
- 60–90 days of appointment and cancellation exports
- Current weekly session templates by specialty
- Access letters for observation days
- A single operations contact who can answer timing questions
If exports are incomplete, we may recommend a shorter Appointment Flow Mapping engagement first.
Ready to schedule a study?
Tell us your clinic size and the bottleneck you notice most. We reply with available kickoff weeks and a written estimate.