6 Oct 2026
A workflow can report success while the clinic never gets the assessment. How to design HubSpot telehealth workflows around delivery states and exceptions.
24 Sept 2026
A telehealth launch checklist: the go/no-go gates to clear before you switch on, and how to run the first 24 hours with one record and one exception queue.
8 Sept 2026
How to test a telehealth patient journey before go-live: one record, exception paths, quiet test messages and a go-live gate with named owners.
30 July 2026
Health dashboards can identify people without showing a single name. How to design safer HubSpot reports for small groups, using OAIC privacy guidance.
14 July 2026
AI agents rarely stall on the model. They stall in the approval queue. A practical playbook for exception queues, with telehealth as the main example.
Answer six quick questions and Kat will tell you which agents fit, what they cost and what they would save.
Ask me anything. I know every agent we build.
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