March 17, 2026

Why PT Clinics Need Metrics (And Clinicians Should Care)

Why PT Clinics Need Metrics (And Clinicians Should Care)
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Many clinicians feel tension between patient care and productivity targets. In reality, that tension often exists because clinicians were never taught how the business side of healthcare works.


In this episode of PT Pintcast, Jimmy McKay talks with Katie Holterman about how clinics can bridge the gap between clinical excellence and operational performance.

The discussion focuses on practical ways clinic leaders can introduce metrics without alienating clinicians — and how transparency, standardization, and communication help teams work toward the same goal.


Key Insights From the Episode

• Why clinicians often resist productivity metrics

• The role of clinical guardrails in protecting care quality

• Why every clinic needs clear performance metrics

• How dashboards and scorecards improve clinician buy-in

• The leadership mistake that causes teams to reject metrics

• Why some clinical standardization actually improves autonomy

• How value-based care is changing rehab expectations


Practical Takeaways for Clinic Owners

• Explain metrics using clinical language, not just business terms

• Show clinicians how documentation protects their license and revenue

• Use scorecards to make performance expectations visible

• Limit KPIs to the few metrics that truly matter

• Connect metrics directly to patient outcomes and clinic sustainability

When clinicians understand why the numbers matter, the conflict between business and care becomes alignment instead of tension.


Sponsors

SaRA Health

The remote care platform helping clinics boost revenue through automated patient check-ins and RTM support.

EMPOWER EMR

An EMR designed for rehab clinics with faster documentation and cleaner workflows.

U.S. Physical Therapy

A national network supporting clinic owners and clinicians with growth opportunities and leadership development.


Subscribe & Follow

Apple Podcasts

https://podcasts.apple.com/us/podcast/pt-pintcast-physical-therapy/id1000443325

Spotify

https://open.spotify.com/show/3LmMUT64yrUc2iGo9Emafc

YouTube

https://www.youtube.com/@PTPintcast

LinkedIn

https://www.linkedin.com/in/jimmy-mckay-pt-dpt-a4207659/

Instagram

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X / Twitter

https://x.com/PTPintcast

Website

https://www.ptpintcast.com/

Transcript
WEBVTT

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You're listening to the PG Pinecast,

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where smart people in healthcare come to

00:00:04.429 --> 00:00:05.110
make noise.

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Here's your host, Jimmy McKay.

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Big thanks to Sarah Health,

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the remote care platform helping clinics

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boost revenue without having to add staff

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or four thousand post-it notes.

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See,

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Sarah automates daily patient check ins

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through simple text message reminders,

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which means no app, no lost passwords,

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no logins.

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This way, clinics improve follow through.

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They meet RTM requirements and get

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reimbursed for the care they're already

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delivering between visits.

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Learn more at sarahealth.com.

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That's S-A-R-A health.com.

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In healthcare,

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clinicians often feel like they're stuck

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in the middle.

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Call between doing the right thing for

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patients

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And hitting numbers,

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the business needs to survive.

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But what if those two goals were never

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supposed to compete?

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What if they weren't supposed to be

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separate?

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Today's guest has spent a career helping

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rehab teams and clinicians stop fighting

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the business side of healthcare and start

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understanding it.

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She's trained thousands of clinicians

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across the country to translate

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complicated clinical challenges...

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into practical systems that actually work

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in real clinics it's got to be real

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uh she's part speech language pathologist

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part pretend pt and ot but we're all

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cousins part educator and part strategy

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leader let's welcome back to the show

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katie holterman katie welcome back to the

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program thank you uh what's nice in theory

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may not be practical and what's practical

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may not feel nice so the tensions

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that clinicians feel between quality care

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and productivity expectations,

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they're real.

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So clinicians often say they feel like

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business pressures conflict with patient

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care.

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Let's start with where.

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Where does that tension actually come

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from?

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I think the tension comes from clinicians

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not understanding that business is

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business and that it's okay to know that

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you are actually working for a business,

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that it's okay to know that money makes

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the world go round, right?

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And it has to be a component of

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the conversation,

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but that as long as that conversation is

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led with clinical eyes and clinical words,

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the fiscal piece will follow it and it

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just will be a good thing.

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I mean, this is why

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nursery rhymes or fairy tales or fairy

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tales because it's a story that teaches a

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lesson.

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This is why schoolhouse rocks.

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This is how a bill becomes a bill.

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You can be mad when things aren't your

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way, but when you begin to understand,

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hey, there's a process.

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If you want the outcome,

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let's go back to the beginning and see

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how this thing changes.

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I think it's probably on the syllabus.

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In fact, I know it is.

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It must be mentioned somewhere,

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but it's probably different

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program to program in terms of, hey,

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you're going into healthcare.

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And then there's like seven subtitles

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layer.

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Healthcare is a business.

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It's probably one of the businesses.

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There are others like it where it's driven

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by this mission,

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but it's still a business.

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If you'd like to get paid to do

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this,

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there needs to be some sort of financial

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exchange in order to keep the lights on

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and pay for the people involved.

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who actually provide the care.

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Larry Benz in a recent episode even said

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in a health care organization,

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your assets wear shoes.

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Your assets are the people.

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I know you might have machines or

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anything,

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but even if you're a hospital with MRI

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machines and helicopters and ambulances,

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really your most important asset, nothing,

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nothing moves unless you have people.

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Exactly.

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And here's the problem.

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I think the core of it before the

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person becomes the employee in

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PT, OT and speech,

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they're the student and the student isn't

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taught business.

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They're not taught that their product is

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what they're selling or they're not taught

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the financial aspect of it.

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So we go into this business thinking,

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okay, well,

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everything else is going to make the

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money.

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We're just going to treat.

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Right.

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You are a service, right?

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Ritz-Carlton doesn't really sell beds.

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They sell the experience,

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everything from the moment you pull up to

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when you leave,

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if there's a mint on the pillow.

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And I've heard of healthcare organizations

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bringing in, quite literally,

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the Ritz-Carlton's

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sort of management or experience school to

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understand

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you're providing experience, right?

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So your framework sort of starts with

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defining non-negotiables.

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And I like those because as creative or

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as free as we can be in how

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we treat, right?

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There should be some non-negotiables.

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In order to be really creative,

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to think outside the box,

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there's got to be a box.

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So your non-negotiables are a box.

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And I like those things.

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Exactly.

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What does that look like in a real

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clinic, your non-negotiables?

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Yeah,

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so I think of these as like clinical

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guardrails, right?

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What is that box that you're not going

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to go out of,

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but you can play within it?

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So what is the max number of patients

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or people per therapist?

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What does that look like?

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And when it starts to go outside that

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box or outside that guardrail,

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then you know you're getting a little bit

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into more of that

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sticky place of is that really a business

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motivated decision versus your clinical

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guardrail of this is patient care.

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So that's an example of just I think

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staffing is a really good one.

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What does your staffing look like?

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And is it that you're trying to have

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X number of staff for, you know,

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this day versus this day?

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And does that make clinical sense because

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of the patient makeup that you have in

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that day?

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So clinical guardrails, I think,

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are really important from a documentation

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standpoint.

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You know,

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what is your clinical guardrail there?

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And then obviously from a billing

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standpoint, you know, from CPT codes,

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you know, what does that look like?

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Of course,

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I come at everything from the lens of

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the guy who used to work at a

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radio station,

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but there's so many parallels,

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and we were taught the difference between

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policy and law.

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Now, first of all,

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you can't violate the law.

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You can't do it.

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I mean, you can, and people do,

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but you're going to get caught.

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Just pretend like you're going to get

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caught.

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Don't do it, right?

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So there was the FCC.

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Don't break any of their rules.

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I don't care what you're doing.

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Don't do it.

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Then there was policy and that's set by

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the company.

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We don't do these things.

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And that's like, Hey,

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if you want to work here,

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you can't break these laws.

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We, these rules, sorry, not laws rules.

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Cause we'll fire you for that.

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That's outside of our bounds.

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And the funny part was in radio,

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it's much like it was so it's funny

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to come to healthcare and be like,

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Oh my gosh, this is,

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and I'm sure it's other, you know,

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professions too.

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Everybody on the air, we made the thing.

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We made the funny commercials and we made

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the whatever.

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We picked the music and we talked, right?

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We were the clinicians.

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We were the product.

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And we would look at sales and management

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as sort of always wanting to butt heads.

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And the minute I sort of realized that

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without them, we can't do what we do.

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And without us, they can't do.

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We are in the same boat.

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We are tied together.

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So instead,

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I sort of pulled a Bruce Lee move

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and it was only because I had smart

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bosses around me.

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be water.

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The goal is to get along,

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to go along,

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but I made sure to sort of hold

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fast to, well,

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I understand why you're trying to do that,

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but that's asking me to violate some of

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the things that keep our brand a brand.

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Which if we do an exception now,

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what's the stop of six months from now

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for doing that?

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If we eventually do it now,

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no one's listening and now you can't sell

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anything.

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And I feel like it's the same for

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clinicians.

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It's like, well, if we make exceptions,

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I understand why you're telling me that,

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but I can't do it because I've also

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got a license.

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I didn't have a license in broadcasting.

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You didn't have to have one.

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You lose that in healthcare, you're done.

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So that should be also be your guiding

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light.

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Yeah.

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And also, you know, the,

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when you start making the exceptions,

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it's easy to lose sight of when that

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exception then becomes the norm, right?

00:08:45.240 --> 00:08:46.721
The slippery slope idea, right?

00:08:46.782 --> 00:08:46.902
Yeah.

00:08:47.042 --> 00:08:48.462
You make that exception once,

00:08:48.523 --> 00:08:49.423
then you make it again.

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And then it's, well, was it really,

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was that really within our clinical

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guardrail?

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Right, right, right.

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Did I make that up?

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So it's important to really keep and take

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hold of that.

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Right.

00:09:00.591 --> 00:09:01.552
So this,

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I think everything I just sort of heard

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or a lot of what I just heard

00:09:06.274 --> 00:09:06.775
sounds like,

00:09:07.589 --> 00:09:11.131
understanding what you do and where you

00:09:11.192 --> 00:09:11.513
fit.

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And this is understanding the physics of

00:09:14.455 --> 00:09:15.897
the environment.

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Yes.

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Given a blank check and all the time

00:09:18.558 --> 00:09:19.019
in the world,

00:09:19.059 --> 00:09:20.240
you would treat people differently.

00:09:21.393 --> 00:09:22.854
But we do not have a blank check

00:09:23.134 --> 00:09:25.515
and unlimited time in this environment.

00:09:25.556 --> 00:09:26.336
That just is not.

00:09:27.336 --> 00:09:29.577
So we have to understanding the other

00:09:29.658 --> 00:09:31.298
side, management,

00:09:31.339 --> 00:09:33.000
if you're a clinician or clinicians,

00:09:33.039 --> 00:09:33.720
if you're management,

00:09:33.921 --> 00:09:36.802
because sometimes management are former

00:09:36.822 --> 00:09:37.783
clinicians like yourself.

00:09:38.363 --> 00:09:39.403
Sometimes you're not.

00:09:40.083 --> 00:09:42.325
So sometimes more understanding is

00:09:42.586 --> 00:09:43.785
typically always better, right?

00:09:43.826 --> 00:09:46.587
Like understanding is either confirming

00:09:46.607 --> 00:09:47.808
what you already knew or teaching you

00:09:47.849 --> 00:09:48.308
something new.

00:09:48.808 --> 00:09:49.349
Exactly.

00:09:49.668 --> 00:09:50.168
Exactly.

00:09:50.370 --> 00:09:51.370
And you, you,

00:09:52.730 --> 00:09:55.750
I think that that understanding and it

00:09:55.791 --> 00:09:57.371
goes a long way because then you can

00:09:57.652 --> 00:09:59.451
speak the language for the other person

00:09:59.491 --> 00:09:59.812
too.

00:09:59.851 --> 00:10:01.452
Like when you're all on the same page,

00:10:01.513 --> 00:10:04.374
it just makes the, the,

00:10:04.494 --> 00:10:05.494
it makes everything easier.

00:10:05.974 --> 00:10:07.315
And so that starts with communication,

00:10:07.375 --> 00:10:08.975
clear, clear communication.

00:10:09.195 --> 00:10:09.596
Yep.

00:10:09.635 --> 00:10:09.836
You,

00:10:09.875 --> 00:10:12.255
you say if something matters clinically,

00:10:12.515 --> 00:10:14.116
it should be measured.

00:10:14.793 --> 00:10:15.293
Yes.

00:10:15.332 --> 00:10:17.413
What are the most important metrics then

00:10:17.793 --> 00:10:19.533
that clinics should actually track?

00:10:19.573 --> 00:10:21.475
Because in twenty twenty six and beyond,

00:10:21.514 --> 00:10:21.774
believe me,

00:10:21.995 --> 00:10:24.316
we could track the list of things we

00:10:24.355 --> 00:10:26.115
can track is only listen.

00:10:26.135 --> 00:10:27.657
You can actually hear it getting longer as

00:10:27.677 --> 00:10:28.116
we speak.

00:10:28.697 --> 00:10:30.518
But what are the most important metrics?

00:10:30.557 --> 00:10:33.038
Because we can't have a million KPIs.

00:10:33.099 --> 00:10:34.119
It makes them not key.

00:10:34.178 --> 00:10:35.879
That's what K and KPI means, right?

00:10:36.659 --> 00:10:38.340
So what are what are the most important

00:10:38.360 --> 00:10:39.941
metrics that you think clinics should

00:10:40.100 --> 00:10:40.860
actually track?

00:10:41.211 --> 00:10:43.452
Yeah, well, before I answer that,

00:10:43.493 --> 00:10:45.673
I think what you just said is so

00:10:45.714 --> 00:10:47.215
important that it deserves to be kind of

00:10:47.254 --> 00:10:47.794
said again.

00:10:49.315 --> 00:10:50.556
Everything can't be important.

00:10:51.115 --> 00:10:52.236
Can't be.

00:10:52.336 --> 00:10:53.716
And if you're measuring it,

00:10:54.076 --> 00:10:55.018
for goodness sake,

00:10:55.177 --> 00:10:56.899
ensure that there's like a compelling and

00:10:56.938 --> 00:10:58.938
real story behind it, right?

00:10:59.639 --> 00:11:00.539
It has to matter.

00:11:00.960 --> 00:11:04.522
So what matters for clinical care and why?

00:11:05.121 --> 00:11:07.283
And the why part is the important part.

00:11:08.157 --> 00:11:09.719
because then that will help you figure

00:11:09.798 --> 00:11:11.299
out, is it really important to measure?

00:11:11.441 --> 00:11:14.344
So for example, frequency, right?

00:11:14.543 --> 00:11:18.528
How frequent are we seeing patients per

00:11:18.567 --> 00:11:18.889
week?

00:11:19.369 --> 00:11:20.931
That's a metric that everybody seems to

00:11:20.990 --> 00:11:22.331
want to measure.

00:11:22.432 --> 00:11:24.674
Are we seeing them three times a week?

00:11:24.715 --> 00:11:26.135
Is that appropriate?

00:11:26.953 --> 00:11:27.673
Well, why?

00:11:28.154 --> 00:11:29.154
Why is that appropriate?

00:11:29.475 --> 00:11:30.916
It may be appropriate for one type of

00:11:30.956 --> 00:11:32.017
patient and not for another.

00:11:32.057 --> 00:11:33.677
So it really doesn't make sense and we

00:11:33.697 --> 00:11:35.097
can kind of throw that away if we

00:11:35.118 --> 00:11:36.359
don't have the why behind it.

00:11:38.279 --> 00:11:39.500
Number of visits, right?

00:11:39.561 --> 00:11:41.581
That's gonna be something that people are

00:11:41.601 --> 00:11:42.501
going to measure.

00:11:42.782 --> 00:11:44.322
But again, why?

00:11:44.823 --> 00:11:46.845
What's the magic number and do we have

00:11:46.865 --> 00:11:50.285
a story behind that that gives us reason

00:11:50.346 --> 00:11:52.788
as to why we need to measure that?

00:11:54.089 --> 00:11:54.969
And then outcomes.

00:11:55.028 --> 00:11:55.208
Right.

00:11:55.249 --> 00:11:56.129
In this day and age,

00:11:56.169 --> 00:11:58.410
we're moving towards value based care.

00:11:58.750 --> 00:11:59.991
Actually, scratch that.

00:12:00.211 --> 00:12:04.355
We are in value based care.

00:12:04.455 --> 00:12:06.956
And so outcomes are of utmost importance.

00:12:08.076 --> 00:12:11.178
But if we don't if we're just measuring

00:12:11.278 --> 00:12:12.940
outcomes because we think we're supposed

00:12:12.960 --> 00:12:15.461
to measure this assessment,

00:12:15.522 --> 00:12:19.124
this this this measure that CMS says we

00:12:19.183 --> 00:12:19.884
have to measure.

00:12:21.285 --> 00:12:21.645
Okay,

00:12:22.025 --> 00:12:24.647
that does make sense because it fits into

00:12:25.307 --> 00:12:27.606
the value-based care model.

00:12:28.807 --> 00:12:30.008
But at the heart of it,

00:12:30.268 --> 00:12:33.508
what's going to say that your clinic is

00:12:33.687 --> 00:12:34.967
the best clinic out there?

00:12:35.989 --> 00:12:36.729
Is it, you know,

00:12:37.068 --> 00:12:38.408
I come from the geriatric world.

00:12:38.469 --> 00:12:40.528
So a lot of times we would measure,

00:12:40.548 --> 00:12:42.169
you know, something around falls.

00:12:42.590 --> 00:12:44.090
We would measure, you know,

00:12:44.850 --> 00:12:46.870
is the patient at risk for falling?

00:12:48.250 --> 00:12:48.551
Okay.

00:12:50.384 --> 00:12:52.027
What's the number of times they've fallen

00:12:52.047 --> 00:12:52.586
in the year?

00:12:53.008 --> 00:12:54.850
That's one measure that we can, you know,

00:12:54.889 --> 00:12:56.191
that that might matter.

00:12:57.192 --> 00:12:59.975
And then insurance companies may pay us

00:13:00.394 --> 00:13:01.716
more if

00:13:02.748 --> 00:13:04.469
their patient is not falling as much,

00:13:04.509 --> 00:13:06.029
if their patient is not at risk for

00:13:06.070 --> 00:13:06.471
falling.

00:13:07.030 --> 00:13:08.412
But wouldn't it be great if we had

00:13:08.652 --> 00:13:10.192
a better measure of, well,

00:13:10.232 --> 00:13:11.793
what's the number of times that they

00:13:11.854 --> 00:13:14.416
engaged in something or didn't engage in

00:13:14.495 --> 00:13:16.317
something because they had a fear of

00:13:16.378 --> 00:13:18.519
falling or didn't have a fear of falling?

00:13:19.240 --> 00:13:22.442
And it's because I had PT and it

00:13:22.481 --> 00:13:23.543
made a difference.

00:13:23.982 --> 00:13:24.163
Well,

00:13:24.222 --> 00:13:27.144
now we have a domino effect of all

00:13:27.184 --> 00:13:29.287
of the things that that can potentially

00:13:29.527 --> 00:13:30.067
impact.

00:13:32.037 --> 00:13:33.298
including, again,

00:13:33.418 --> 00:13:35.019
payment from insurance companies.

00:13:35.058 --> 00:13:36.299
So I think there's a number of things

00:13:36.320 --> 00:13:37.981
that we need to look at measuring.

00:13:38.142 --> 00:13:39.363
But more importantly,

00:13:39.982 --> 00:13:41.484
why are we measuring it?

00:13:41.504 --> 00:13:42.845
What is the story behind it?

00:13:42.884 --> 00:13:43.725
What is the purpose?

00:13:43.745 --> 00:13:45.606
And I was taught that early in my

00:13:45.967 --> 00:13:46.388
career.

00:13:46.408 --> 00:13:47.469
It doesn't really matter what my career

00:13:47.568 --> 00:13:47.708
is.

00:13:47.749 --> 00:13:49.049
The advice was still good.

00:13:49.490 --> 00:13:52.552
Number one, a great boss said, she said,

00:13:53.533 --> 00:13:53.833
figure,

00:13:53.974 --> 00:13:57.076
understand at least the basics of every

00:13:57.135 --> 00:13:57.996
job in this company.

00:13:59.235 --> 00:14:00.275
even if you're not going to do it.

00:14:00.855 --> 00:14:03.418
So go out, ask, volunteer.

00:14:03.577 --> 00:14:04.859
I came in as a broadcaster,

00:14:04.879 --> 00:14:06.159
but I was going out when I didn't

00:14:06.200 --> 00:14:07.821
have to to help set up events because

00:14:07.860 --> 00:14:08.240
I was like,

00:14:09.761 --> 00:14:10.842
I'm going to need to send these people

00:14:10.923 --> 00:14:11.023
out.

00:14:11.043 --> 00:14:11.943
I want to know what I'm sending them

00:14:11.984 --> 00:14:14.426
to when it's raining or snowing or when

00:14:14.466 --> 00:14:15.326
I give them no notice.

00:14:15.385 --> 00:14:16.966
When someone turns to me and says, well,

00:14:16.986 --> 00:14:18.168
it takes four hours to do that.

00:14:18.187 --> 00:14:18.528
I'm like, oh,

00:14:18.567 --> 00:14:19.349
we can do that in an hour and

00:14:19.369 --> 00:14:20.649
a half.

00:14:20.950 --> 00:14:23.292
Or I know I'm sending you to something

00:14:23.412 --> 00:14:23.731
awful.

00:14:23.851 --> 00:14:25.452
I'm going to give you more help.

00:14:25.552 --> 00:14:27.774
But understanding what the actual job

00:14:28.961 --> 00:14:30.682
entails why you're doing it.

00:14:31.384 --> 00:14:32.965
And then at some point that why might

00:14:32.985 --> 00:14:34.946
have changed and now you don't need to

00:14:34.966 --> 00:14:35.986
do that anymore.

00:14:36.027 --> 00:14:36.908
So why are we doing it?

00:14:37.307 --> 00:14:38.668
There seems to be no reason.

00:14:38.908 --> 00:14:40.250
I guess we can discontinue that.

00:14:40.629 --> 00:14:42.351
So understanding the why is everything

00:14:42.392 --> 00:14:43.331
I've heard so far.

00:14:43.432 --> 00:14:44.793
Yes, a hundred percent.

00:14:44.873 --> 00:14:45.014
Yeah.

00:14:45.793 --> 00:14:47.754
I do want to thank Empower EMR.

00:14:48.096 --> 00:14:49.356
If your clinic is stuck in an EMR,

00:14:49.376 --> 00:14:49.937
it slows you down.

00:14:49.956 --> 00:14:51.118
Empower gives you speed,

00:14:51.158 --> 00:14:51.878
cleaner workflows,

00:14:52.298 --> 00:14:54.200
and documentation tools built specifically

00:14:54.240 --> 00:14:54.860
for rehab.

00:14:55.120 --> 00:14:56.581
Better notes, faster documentation,

00:14:56.621 --> 00:14:57.722
smoother clinic operations.

00:14:57.783 --> 00:15:00.264
Learn more at empoweremr.com.

00:15:00.283 --> 00:15:01.725
That is empoweremr.com.

00:15:01.745 --> 00:15:03.086
I mean, even EMRs,

00:15:03.105 --> 00:15:05.008
they have access to so many things.

00:15:05.028 --> 00:15:06.107
So you can measure.

00:15:07.078 --> 00:15:09.020
But if you're not asking upstream what

00:15:09.061 --> 00:15:10.361
you're looking for or what you want to

00:15:10.402 --> 00:15:10.662
measure,

00:15:10.682 --> 00:15:11.822
you're not going to get that good data

00:15:12.182 --> 00:15:12.763
downstream.

00:15:13.063 --> 00:15:15.205
So let's move forward in this timeline.

00:15:15.446 --> 00:15:16.947
Once metrics exist,

00:15:17.846 --> 00:15:19.328
the real challenge now is getting

00:15:19.349 --> 00:15:22.091
clinicians to care about them.

00:15:22.931 --> 00:15:24.633
This just feels like it's a feedback loop.

00:15:24.873 --> 00:15:28.014
How do you suggest we create buy-in or

00:15:28.034 --> 00:15:29.416
what have you seen work,

00:15:29.537 --> 00:15:31.837
not only in theory, but in practice,

00:15:31.898 --> 00:15:32.519
in reality?

00:15:33.828 --> 00:15:34.528
make it visible,

00:15:34.948 --> 00:15:39.610
make the frontline clinician be able to

00:15:39.730 --> 00:15:42.070
see what those metrics are.

00:15:42.529 --> 00:15:42.791
Again,

00:15:43.971 --> 00:15:45.091
they know the metric and they know the

00:15:45.130 --> 00:15:45.711
why behind it.

00:15:48.432 --> 00:15:49.152
Once you get past that,

00:15:49.192 --> 00:15:51.251
it's kind of an easy slope to kind

00:15:51.292 --> 00:15:52.131
of glide down.

00:15:52.532 --> 00:15:53.711
But if they don't see it,

00:15:54.832 --> 00:15:57.052
then they're not going to have it

00:15:57.552 --> 00:15:59.452
constantly in their workflow,

00:15:59.513 --> 00:16:02.193
in their reminder, in their daily life.

00:16:03.802 --> 00:16:07.004
But making it visible is one thing.

00:16:07.985 --> 00:16:09.927
How are they interpreting it and are they

00:16:09.966 --> 00:16:11.528
interpreting the metric correctly?

00:16:11.668 --> 00:16:13.450
So make it visible,

00:16:13.909 --> 00:16:17.591
make it a part of conversation so that

00:16:17.792 --> 00:16:20.854
they understand what the metric is telling

00:16:20.874 --> 00:16:23.796
them and again, what that story is.

00:16:25.677 --> 00:16:29.100
I think who who talks about the metrics

00:16:29.820 --> 00:16:31.522
and what they say about them are

00:16:32.541 --> 00:16:34.322
as important as the metrics themselves.

00:16:34.361 --> 00:16:35.142
So in other words,

00:16:35.861 --> 00:16:38.163
clinic owner talks about a metric that

00:16:38.182 --> 00:16:40.004
they're, you know, let's just say it's,

00:16:40.163 --> 00:16:41.825
you know, revenue per day.

00:16:43.304 --> 00:16:45.306
A clinic owner talking about that and just

00:16:45.346 --> 00:16:46.946
saying, okay, our revenue per day is this,

00:16:46.985 --> 00:16:48.886
and here's the number and walks away.

00:16:49.567 --> 00:16:51.727
Frontline clinician does not care about

00:16:51.788 --> 00:16:51.947
that.

00:16:52.248 --> 00:16:53.349
It's tone deaf.

00:16:54.229 --> 00:16:55.490
But if you talk about it in the

00:16:55.529 --> 00:16:57.409
way of here's our revenue per day,

00:16:57.470 --> 00:16:59.870
and here's how we got to that number.

00:17:00.591 --> 00:17:03.113
And it was X number of units.

00:17:04.532 --> 00:17:06.233
And this is the CPT code that you

00:17:06.413 --> 00:17:06.773
used.

00:17:07.174 --> 00:17:08.894
And let's talk about your documentation.

00:17:08.914 --> 00:17:10.776
And does your documentation reflect what

00:17:10.816 --> 00:17:11.336
you did?

00:17:12.997 --> 00:17:15.337
Is that the right CPT code for what

00:17:15.377 --> 00:17:15.678
you did?

00:17:15.698 --> 00:17:17.419
And if it is, great, perfect.

00:17:17.459 --> 00:17:18.138
If it's not,

00:17:18.219 --> 00:17:19.599
maybe we need to change that.

00:17:20.880 --> 00:17:22.300
That's a clinical discussion.

00:17:22.967 --> 00:17:25.749
That turns that whole clinician's mind

00:17:25.788 --> 00:17:27.170
frame,

00:17:27.509 --> 00:17:30.352
mindset from here's a number and walk

00:17:30.392 --> 00:17:30.852
away.

00:17:31.612 --> 00:17:32.893
Here's what you did.

00:17:33.574 --> 00:17:34.773
I'd love to know more about it.

00:17:35.255 --> 00:17:37.996
Let's have a conversation about that.

00:17:38.036 --> 00:17:39.636
But the more they see that in front

00:17:39.676 --> 00:17:41.939
of their face and hear that information,

00:17:42.713 --> 00:17:44.535
at least that's a conversation they're

00:17:44.555 --> 00:17:46.416
willing to have them i think yeah

00:17:47.356 --> 00:17:50.358
clinicians are not stupid i mean they can

00:17:50.378 --> 00:17:52.901
understand this the thing is if but but

00:17:52.980 --> 00:17:54.342
you can't understand something that hasn't

00:17:54.362 --> 00:17:55.583
been put in front of you or you're

00:17:55.603 --> 00:17:57.544
not discussed or it's it's it's been

00:17:57.584 --> 00:18:00.906
hidden from you this is why revenue per

00:18:00.946 --> 00:18:02.667
day in your clinic matters and you're like

00:18:02.708 --> 00:18:04.068
why so you can buy another boat it's

00:18:04.088 --> 00:18:05.329
like no because if we if this stays

00:18:05.390 --> 00:18:06.711
low for too long we close

00:18:07.861 --> 00:18:09.502
And then we provide no care to anyone.

00:18:10.163 --> 00:18:11.884
Or if we can figure out a way

00:18:11.924 --> 00:18:15.748
to clinically improve care or find more

00:18:15.788 --> 00:18:19.291
people to help, we raise that number.

00:18:19.332 --> 00:18:20.932
We can hire another clinician or we can

00:18:20.972 --> 00:18:22.294
expand to another thing or we can give

00:18:22.335 --> 00:18:23.035
you a raise.

00:18:23.455 --> 00:18:24.997
I don't think clinicians want,

00:18:25.678 --> 00:18:26.397
for the most part,

00:18:26.878 --> 00:18:27.819
to produce more

00:18:29.076 --> 00:18:30.076
just to get a raise,

00:18:30.116 --> 00:18:31.096
and I don't think you should.

00:18:31.817 --> 00:18:34.960
But if you understand that doing a few

00:18:34.980 --> 00:18:37.142
more butterfly, you know,

00:18:37.682 --> 00:18:40.364
the butterfly flaps its wings, right?

00:18:40.483 --> 00:18:42.565
The butterfly effect, what that does,

00:18:43.086 --> 00:18:44.727
the tail shouldn't wag the dog,

00:18:44.826 --> 00:18:46.347
but the dog should wag the tail.

00:18:46.407 --> 00:18:48.308
Like, that's why we got into this.

00:18:48.609 --> 00:18:49.109
It's really funny,

00:18:49.150 --> 00:18:49.970
especially in healthcare.

00:18:49.990 --> 00:18:51.211
I say we have the Peace Corps gene.

00:18:52.491 --> 00:18:54.012
Many people, and rightfully so,

00:18:54.032 --> 00:18:54.874
would like to be paid more.

00:18:56.035 --> 00:18:57.055
But they would also like to give a

00:18:57.095 --> 00:18:59.596
lot of things away for free or included.

00:19:00.655 --> 00:19:02.215
And those two things don't math.

00:19:03.537 --> 00:19:04.096
Those two things,

00:19:05.396 --> 00:19:06.477
they don't work together.

00:19:09.397 --> 00:19:10.998
I'd love to see how that works.

00:19:11.038 --> 00:19:14.679
But you've said dashboards and scorecards

00:19:15.138 --> 00:19:15.499
matter.

00:19:15.679 --> 00:19:17.219
I sort of like that second one too.

00:19:17.839 --> 00:19:19.880
Only if people actually see them, right?

00:19:19.960 --> 00:19:21.619
An invisible scorecard that I'm getting

00:19:21.660 --> 00:19:22.320
graded on.

00:19:22.421 --> 00:19:23.701
Even in higher education,

00:19:23.721 --> 00:19:24.381
there's a rubric.

00:19:25.260 --> 00:19:27.221
I know how much percent of my grade

00:19:27.261 --> 00:19:27.803
or anything.

00:19:27.863 --> 00:19:29.123
A lot of times I think you're right

00:19:29.163 --> 00:19:30.003
where it's not visible.

00:19:30.304 --> 00:19:33.685
So what is good visibility look like in

00:19:33.705 --> 00:19:34.026
the clinic?

00:19:34.046 --> 00:19:35.586
Because I imagine too much might be

00:19:35.646 --> 00:19:36.287
paralyzing.

00:19:36.807 --> 00:19:37.527
Absolutely.

00:19:37.708 --> 00:19:38.048
Yeah.

00:19:38.147 --> 00:19:42.130
I think it's this balance, right?

00:19:42.150 --> 00:19:45.211
Where you don't want so many numbers

00:19:45.230 --> 00:19:49.012
coming at people and so many different

00:19:49.053 --> 00:19:51.413
scorecards and different dashboards and,

00:19:51.595 --> 00:19:51.855
you know,

00:19:53.003 --> 00:19:54.527
different numbers that mean different

00:19:54.547 --> 00:19:56.391
things in different ways because then it

00:19:56.431 --> 00:19:57.372
becomes white noise.

00:19:58.934 --> 00:20:03.063
But invisible metrics

00:20:04.053 --> 00:20:05.374
die quick,

00:20:05.534 --> 00:20:07.775
make the actual metric die even quicker.

00:20:07.835 --> 00:20:09.395
So it's a balance.

00:20:09.496 --> 00:20:13.817
I think that scorecards are important from

00:20:13.978 --> 00:20:16.659
how the clinician is doing themselves.

00:20:16.719 --> 00:20:17.839
Everybody wants to do well.

00:20:18.079 --> 00:20:20.961
Nobody gets into this field to say,

00:20:21.121 --> 00:20:22.461
I want to be a really can I

00:20:22.481 --> 00:20:22.981
swear on here?

00:20:23.521 --> 00:20:23.781
Sure.

00:20:24.221 --> 00:20:25.542
I want to be a really shitty clinician.

00:20:25.702 --> 00:20:26.663
No one says that.

00:20:30.692 --> 00:20:32.594
People want to take pride in the work

00:20:32.614 --> 00:20:33.354
that they do.

00:20:33.534 --> 00:20:35.055
So a scorecard is a great way to

00:20:35.134 --> 00:20:35.654
do that.

00:20:36.155 --> 00:20:37.936
And this goes back to outcomes.

00:20:38.416 --> 00:20:39.978
Nobody wants to go in and being like,

00:20:40.057 --> 00:20:41.598
I'm gonna give mediocre therapy today.

00:20:41.618 --> 00:20:44.540
And maybe this knee injury is gonna get

00:20:44.560 --> 00:20:45.461
better by itself.

00:20:45.520 --> 00:20:47.041
Maybe I'm gonna help it a little bit.

00:20:47.363 --> 00:20:47.542
No,

00:20:47.603 --> 00:20:49.763
people want their patients to walk out the

00:20:49.804 --> 00:20:51.345
door and go, oh my gosh,

00:20:51.984 --> 00:20:53.946
Katie did a fantastic job.

00:20:54.106 --> 00:20:55.487
I'm gonna refer her to all of my

00:20:55.567 --> 00:20:56.107
friends.

00:20:57.352 --> 00:20:58.773
that makes us feel good.

00:20:59.013 --> 00:21:01.757
And so that kind of a scorecard and

00:21:01.777 --> 00:21:04.220
visibility from our outcomes perspective

00:21:04.359 --> 00:21:07.544
and our cash business perspective,

00:21:08.065 --> 00:21:10.567
that all paints the picture of how good

00:21:10.607 --> 00:21:12.730
of a clinician you are at the end

00:21:12.750 --> 00:21:13.050
of the day.

00:21:13.642 --> 00:21:14.481
With a good scorecard,

00:21:14.501 --> 00:21:17.663
imagine we both understand what the number

00:21:17.743 --> 00:21:19.324
means and how it changes.

00:21:20.104 --> 00:21:21.204
If you're giving me a C and I'm

00:21:21.244 --> 00:21:21.365
like,

00:21:21.384 --> 00:21:22.505
but I don't know how I make the

00:21:22.545 --> 00:21:24.145
C a B, that's not fair.

00:21:24.786 --> 00:21:26.926
And then understanding how it lines up

00:21:27.366 --> 00:21:28.267
with the big picture.

00:21:28.307 --> 00:21:29.928
How does this move the entire boat

00:21:30.488 --> 00:21:30.928
forward?

00:21:31.327 --> 00:21:32.868
So this is just an alignment of good

00:21:32.929 --> 00:21:33.568
expectations.

00:21:33.909 --> 00:21:35.349
I mean, most things that...

00:21:36.174 --> 00:21:36.394
you know,

00:21:36.434 --> 00:21:39.656
devolve into stress or disagreement.

00:21:40.357 --> 00:21:43.960
If you rewind, it's because of missed.

00:21:43.980 --> 00:21:44.720
I said that,

00:21:45.181 --> 00:21:46.181
but that's not what I meant.

00:21:46.300 --> 00:21:47.241
Or I you said that,

00:21:47.261 --> 00:21:49.143
but I heard this or I don't understand.

00:21:49.983 --> 00:21:52.384
Sometimes it is as simple as a simple

00:21:52.424 --> 00:21:54.685
but not easy as understanding what those

00:21:54.727 --> 00:21:56.387
expectations really are and making sure

00:21:56.407 --> 00:21:56.948
they're aligned.

00:21:57.438 --> 00:21:58.438
Yeah, absolutely.

00:21:58.718 --> 00:21:59.618
And words matter.

00:22:00.199 --> 00:22:02.740
The way you say things and explain things

00:22:03.000 --> 00:22:03.779
do matter.

00:22:03.819 --> 00:22:05.060
And I'm a big believer in that.

00:22:05.101 --> 00:22:06.361
I think because I'm an SLP,

00:22:06.881 --> 00:22:09.481
I definitely always go with the, you know,

00:22:09.501 --> 00:22:11.083
choose your words carefully on how you

00:22:11.143 --> 00:22:11.823
explain things.

00:22:11.843 --> 00:22:12.604
Correct.

00:22:12.663 --> 00:22:12.903
Yeah.

00:22:13.564 --> 00:22:14.263
I said that,

00:22:14.304 --> 00:22:15.404
but this is what I heard or I

00:22:15.464 --> 00:22:16.045
thought that.

00:22:16.734 --> 00:22:17.095
Right.

00:22:17.214 --> 00:22:18.016
Is what this meant.

00:22:18.375 --> 00:22:19.557
Right.

00:22:19.997 --> 00:22:20.196
Katie,

00:22:20.217 --> 00:22:21.998
your hot take is that it's okay to

00:22:22.038 --> 00:22:24.878
give up a little clinical autonomy.

00:22:24.939 --> 00:22:25.819
What do you mean by that?

00:22:25.859 --> 00:22:26.559
I like that.

00:22:27.340 --> 00:22:28.461
Sounds scandalous.

00:22:28.480 --> 00:22:28.861
Gosh,

00:22:29.721 --> 00:22:31.942
you people hate to hear this usually.

00:22:33.263 --> 00:22:35.805
If I had a dime for every time

00:22:35.884 --> 00:22:36.244
I heard,

00:22:36.325 --> 00:22:38.205
you can't tell me I can only do

00:22:38.247 --> 00:22:39.047
this assessment.

00:22:39.987 --> 00:22:41.488
My clinical judgment is this.

00:22:41.969 --> 00:22:43.449
I'd be a very rich person.

00:22:43.648 --> 00:22:44.170
Yeah.

00:22:45.494 --> 00:22:47.695
And I don't mean this that, you know,

00:22:47.796 --> 00:22:48.096
yes,

00:22:48.415 --> 00:22:51.836
we're taking away all clinical autonomy.

00:22:51.936 --> 00:22:53.417
No one should think for themselves.

00:22:53.438 --> 00:22:54.417
That's not what I mean.

00:22:55.557 --> 00:22:59.339
But standardization is what makes things

00:22:59.460 --> 00:23:01.240
flow easily.

00:23:01.519 --> 00:23:04.901
It's what helps produce these numbers that

00:23:04.941 --> 00:23:06.241
we can actually measure.

00:23:07.221 --> 00:23:09.843
and produces scorecards that we can talk

00:23:09.883 --> 00:23:10.202
about.

00:23:10.323 --> 00:23:14.564
So it is okay to have some standardization

00:23:14.683 --> 00:23:15.263
in place,

00:23:15.625 --> 00:23:18.766
whether that is everybody has to use this

00:23:18.905 --> 00:23:21.506
assessment so that we level the playing

00:23:21.546 --> 00:23:23.146
field on measurement.

00:23:24.122 --> 00:23:26.823
You can use other assessments and that's

00:23:26.843 --> 00:23:28.624
where your clinical autonomy comes in.

00:23:29.443 --> 00:23:31.065
But if you want to set a standard

00:23:31.085 --> 00:23:32.645
for your clinic to say, OK,

00:23:32.685 --> 00:23:35.186
but everybody has to at least at a

00:23:35.346 --> 00:23:39.249
minimum use X, Y, Z, that's OK.

00:23:39.328 --> 00:23:41.210
It's not taking away anybody's clinical

00:23:41.250 --> 00:23:41.569
judgment.

00:23:41.589 --> 00:23:43.490
It's not saying you're going to be a

00:23:43.530 --> 00:23:44.951
cookie cutter PT.

00:23:45.471 --> 00:23:49.032
It's saying I'm going to make sure that

00:23:49.432 --> 00:23:50.513
at the very minimum,

00:23:51.034 --> 00:23:52.855
this is the standardization of workflow.

00:23:54.045 --> 00:23:55.925
And it produces a better product.

00:23:55.986 --> 00:23:56.346
Understood.

00:23:56.625 --> 00:23:56.846
Yeah.

00:23:57.105 --> 00:23:57.346
All right.

00:23:57.746 --> 00:23:58.226
I can see that.

00:23:59.247 --> 00:24:00.606
Last thing I'll ask before we do a

00:24:00.646 --> 00:24:02.867
parting shot is where do leaders usually

00:24:02.928 --> 00:24:06.068
lose their team in this sort of

00:24:06.108 --> 00:24:06.808
discussion?

00:24:07.309 --> 00:24:07.670
Right.

00:24:07.710 --> 00:24:10.151
So we just I feel like we just

00:24:10.191 --> 00:24:10.730
talked about.

00:24:11.730 --> 00:24:12.490
metrics,

00:24:12.791 --> 00:24:14.753
but brought it back to words and

00:24:14.854 --> 00:24:15.796
understanding.

00:24:16.296 --> 00:24:19.299
So where in this process do leaders

00:24:19.421 --> 00:24:23.385
usually lose their team in this?

00:24:23.425 --> 00:24:24.086
Two places.

00:24:24.948 --> 00:24:27.652
When they don't talk about the why and

00:24:27.711 --> 00:24:28.133
when they

00:24:29.412 --> 00:24:31.896
only have that business hat on and forget

00:24:31.936 --> 00:24:33.820
that that frontline clinician doesn't give

00:24:33.861 --> 00:24:35.584
a rat's ass about the business and i

00:24:35.624 --> 00:24:37.227
don't mean that that they you know we've

00:24:37.267 --> 00:24:38.769
talked about they need to give them you

00:24:38.789 --> 00:24:40.553
know they need to care about the business

00:24:40.573 --> 00:24:41.555
they need to understand it

00:24:42.486 --> 00:24:43.626
But at the end of the day,

00:24:44.448 --> 00:24:47.450
they want to know what is in it

00:24:47.470 --> 00:24:51.212
for them as a clinician and why we

00:24:51.313 --> 00:24:53.035
are doing what we're doing.

00:24:53.115 --> 00:24:54.375
So like, for example,

00:24:54.955 --> 00:24:57.499
good documentation protects revenue.

00:24:58.138 --> 00:25:00.221
That's just a fact.

00:25:01.701 --> 00:25:03.923
But talking to the clinician about how

00:25:03.962 --> 00:25:05.944
good documentation protects their license

00:25:06.025 --> 00:25:09.188
and keeps them out of jail is actually

00:25:09.229 --> 00:25:09.868
going to help.

00:25:10.189 --> 00:25:11.471
It's going to do the but what about

00:25:11.550 --> 00:25:12.991
me factor.

00:25:14.394 --> 00:25:15.835
And remembering that clinicians aren't

00:25:15.875 --> 00:25:16.915
taught about business.

00:25:17.215 --> 00:25:18.557
So, you know,

00:25:18.798 --> 00:25:20.380
we need to talk about it frequently

00:25:20.740 --> 00:25:21.980
because they aren't,

00:25:22.201 --> 00:25:23.663
it's not in their daily routine.

00:25:24.383 --> 00:25:25.084
thought process.

00:25:25.505 --> 00:25:28.130
But if we talk to them again as

00:25:28.150 --> 00:25:30.654
a clinician and how it relates to clinical

00:25:30.835 --> 00:25:31.435
care,

00:25:32.136 --> 00:25:35.022
it's going to take that clinician and that

00:25:35.083 --> 00:25:36.045
business a long way.

00:25:36.604 --> 00:25:40.244
Yeah, words matter from an SLP.

00:25:40.444 --> 00:25:42.144
Parting Shot is brought to you by our

00:25:42.164 --> 00:25:43.365
friends at US Physical Therapy.

00:25:43.405 --> 00:25:46.967
Today's show is brought to you by USPH,

00:25:47.406 --> 00:25:49.106
partners with clinic owners who want to

00:25:49.126 --> 00:25:50.508
grow without losing their identity.

00:25:50.548 --> 00:25:51.988
You stay local and in control while

00:25:52.008 --> 00:25:53.448
getting the support and resources of a

00:25:53.508 --> 00:25:54.189
national network.

00:25:54.249 --> 00:25:57.950
Learn more at usphpartnership.com or find

00:25:57.990 --> 00:25:59.470
out at usph.com.

00:26:00.490 --> 00:26:02.250
I'm going to pitch you a question for

00:26:02.270 --> 00:26:04.332
the parting shot instead of letting you or

00:26:04.372 --> 00:26:06.532
making you sort of go from scratch.

00:26:06.933 --> 00:26:08.054
Here's your parting shot question.

00:26:09.194 --> 00:26:12.256
If rehabilitation is going to survive,

00:26:12.797 --> 00:26:15.657
right, as a whole, PTOT speech,

00:26:15.678 --> 00:26:16.458
whatever you want to call it,

00:26:16.498 --> 00:26:17.419
rehab is going to survive,

00:26:17.719 --> 00:26:19.920
the shift that we're already in to

00:26:19.960 --> 00:26:20.721
value-based care,

00:26:21.280 --> 00:26:24.061
what's one mindset the clinicians need to

00:26:24.102 --> 00:26:25.442
change right now?

00:26:29.481 --> 00:26:34.604
Gosh, your parting shots always kill me.

00:26:36.384 --> 00:26:43.186
I would say that without good clinical

00:26:43.207 --> 00:26:47.449
care and without showing evidence of what

00:26:47.509 --> 00:26:48.568
that looks like,

00:26:50.369 --> 00:26:51.750
there's no point in actually even

00:26:51.790 --> 00:26:52.290
providing it.

00:26:54.030 --> 00:26:55.711
So making sure that you, you know,

00:26:55.731 --> 00:26:57.352
showing the evidence behind showing the

00:26:57.392 --> 00:26:57.612
work.

00:26:57.872 --> 00:27:00.232
Like I, I have a, a.

00:27:00.252 --> 00:27:03.654
Fifteen year old son who is complaining to

00:27:03.694 --> 00:27:05.615
me every day that he has to show

00:27:05.654 --> 00:27:07.855
his work and in his, you know,

00:27:07.895 --> 00:27:09.557
homework that he's doing for math and for

00:27:10.237 --> 00:27:10.777
LA and all that.

00:27:11.778 --> 00:27:11.978
Mom,

00:27:12.018 --> 00:27:12.958
why do I have to show my work?

00:27:13.837 --> 00:27:14.739
Because at the end of the day,

00:27:14.778 --> 00:27:15.798
that's what you're getting graded on.

00:27:15.838 --> 00:27:16.558
It's not the output.

00:27:16.598 --> 00:27:17.880
It's actually the work that you've put in.

00:27:18.279 --> 00:27:19.480
And so outcomes are the same way.

00:27:19.500 --> 00:27:20.580
It's a great analogy.

00:27:21.020 --> 00:27:21.661
Uh, Katie Holderman,

00:27:21.701 --> 00:27:22.781
thanks for coming on here and talking

00:27:22.801 --> 00:27:23.122
about this.

00:27:23.182 --> 00:27:23.741
Much appreciated.

00:27:27.260 --> 00:27:27.641
Absolutely.

00:27:27.661 --> 00:27:28.280
Thanks for having me.

00:27:28.300 --> 00:27:28.942
That's it for this one.

00:27:28.961 --> 00:27:30.442
We're just getting warmed up.

00:27:30.903 --> 00:27:31.784
Smash follow,

00:27:31.844 --> 00:27:33.665
send it to a friend or crank up

00:27:33.705 --> 00:27:34.707
the next episode.

00:27:35.207 --> 00:27:36.228
Want to go deeper?

00:27:36.387 --> 00:27:40.612
Hit us at pgpiecast.com or find us on

00:27:40.672 --> 00:27:43.233
YouTube and socials at pgpiecast.

00:27:43.634 --> 00:27:45.915
And legally, none of this was advice.

00:27:45.976 --> 00:27:47.698
It's for entertainment purposes only.

00:27:49.398 --> 00:27:51.260
See, Keith, we read the script.

00:27:51.560 --> 00:27:52.201
Happy now.