The modern medical practice is a complex entity, comprising multiple value generating and support streams. Courses in this category impart knowledge and skills necessary to prepare students for effective practice management. 

LEAN originated in the world of manufacturing, where the generation of value is arguably easier to see and understand. The concepts and toolsets can be just as easily applied to the office environment, with dramatic results. 

LO201 is part of an integrated suite of Bryan Research Practice Transformation tools and services, developed specifically for medical practices. This workshop teaches the methodology and tools of Lean Office using practice specific examples. 

Attendees will emerge with an understanding of how administrative processes can be streamlined and optimized, and a network of contacts and references to call upon when the time comes to make those possibilities a reality, and access to BR’s learning network and online learning resources


Care Management differs from standard practice as it links together a multi component treatment plan using elements from many different organizations. During this course, you identify patients in need of CM from a pool using a copyrighted tool based on state of the art research. You then use the VSM tool to create a current state map for a specific patient treatment pathway. 

Next, the current state is analyzed, and non value added activities identified. Then a future state map is constructed that eliminates those activities. Eco Mapping is used to identify the local resources available, and the process of setting up the relationships necessary to incorporate them into the treatment plan are explored. An implementation plan is developed including communication methods and strategies and producing a streamlined operating flow. 

Attendees will emerge with an understanding of Care Management systems and processes, a network of contacts and references to call upon when the time comes to make those possibilities a reality, and access to BR’s learning network and online learning resources

Flow Managers manage the flow of patients and resources in the practice in real time to facilitate the synchronization of capacity and demand as closely as possible. This course prepares prospective flow managers in proven data collection and analysis techniques, flow management techniques including patient kanbans and coaching techniques to navigate this dynamic role getting the maximum performance from the practice

Managing by dashboard is integral to the BR Transformation System as a practice management system. This course is designed to prepare senior management to identify metrics, establish a dashboard and use it to manage the strategic progress of the practice against strategic goals. Metrics and performance roll up from lower levels in the MBD system, and so this course covers the data collection and synthesis pathways from both operational and tactical levels as the dashboard is created. Participants completing the course will be able to create dashboards, populate them and review them at a self selected frequency and use the information to make course corrections to ensure their spheres of influence continue to work efficiently to achieve strategic goals

Managing by dashboard at the operational level requires establishing metrics to measure performance at the value stream level and representing that data in a dashboard which can then be used to decide on course corrections and instigate A3 problem solving opportunities. Participants completing MBD202 will be capable of establishing metrics, creating a dashboard and utilizing it to monitor and enhance flow in their value streams

Managing by dashboard at the Tactical level requires establishing metrics to measure performance at the interconnected value stream level and representing that data in a dashboard which can then be used to decide on course corrections and instigate A3 problem solving opportunities. Participants completing MBD203 will be capable of establishing metrics, creating a dashboard and utilizing it to monitor and enhance flow in their interconnected value streams