Toolkits The Primary Care Operations Toolkit
Companion toolkit

The Primary Care Operations Toolkit

Template governance audit, phase model self-assessment, TCOC cascade calculator, work-based staffing calculator, capacity and access scorecard,

$127 · 11 files · xlsx, docx
Buy now The book it accompanies →

What it is

Template governance audit, phase model self-assessment, TCOC cascade calculator, work-based staffing calculator, capacity and access scorecard, capitation-to-FFS transition checklist, growth wave-gate worksheet, the weekly operational checklist and the referral governance pack.

How it is built

Every workbook has data validation on the cells you fill, plain-English error messages when a value is out of range, and IFERROR on every division so an empty input reads as a dash rather than #DIV/0!. Formula cells are protected; your cells are not. There is no password — Review, Unprotect Sheet, and the model is yours to change.

Licence

Single organisation. One entity, unlimited internal users at that entity.

Written and reviewed by Neel Chauhan, MD MBA, physician-executive and founder of the Healthcare AI Institute. Last reviewed 2026-07-30.

Built alongside the book it accompanies, then hardened: data validation on every input, IFERROR on every division, sheet protection that guards formulas while leaving your cells open, and print areas set.

The Institute accepts no vendor sponsorship, holds no vendor equity and takes no referral fees.