The AI Adoption Playbook for Healthcare
A practical, no-hype plan for clinic owners and practice managers: where AI saves your team time first, how to adopt it without HIPAA risk, and how to roll it out in 90 days.
4:00–5:30 PM ET
Live Q&A + networking
(984) 357-3693
Your staff is already using AI. The question is whether your practice has a plan.
Small practices feel the pressure first: thin front-desk teams, rising admin load, and vendors pitching AI in every demo. This session gives you a clear way to decide what to adopt, what to skip, and how to keep patient data safe.
“Where do we even start?”
Scheduling, reminders, intake, documentation, billing follow-up, reviews. We rank the use cases that pay back fastest for a small practice.
“Is this HIPAA-safe?”
Free AI tools and patient data don't mix. Learn which tools sign a BAA, what never goes into a chatbot, and how to set a simple staff AI policy.
“Will my team actually use it?”
Most AI rollouts stall after the demo. Get a 90-day pilot plan with owners, training and the numbers to track so it sticks.
Four tools you can use the next morning
AI Readiness Scorecard
A 15-minute self-check across data, systems, staff and security that shows where your practice stands today.
Use-Case Priority Map
The front-desk, clinical-admin and revenue-cycle tasks where AI saves hours first, ranked by effort and risk.
HIPAA-Safe Vendor Checklist
The questions to ask any AI vendor before you sign, including BAAs, data retention, model training and access controls.
90-Day Adoption Plan
A fill-in template: pick one workflow, run a pilot, measure it, then scale. Who owns what, week by week.
A free 30-minute AI & IT readiness review for your practice
SAM IT's team will look at your current systems, security and website with you and point out the first AI wins worth pursuing. Book it at the event.
Agenda
Arrive, check in & meet
Coffee and networking with other practice owners and managers from across the Triangle.
Where AI pays off first in a practice
Front desk, scheduling and reminders, intake, documentation, billing and denials, patient reviews. What's real today, what's still hype, and where small practices see results first.
Adopting AI without HIPAA risk
BAAs, PHI and what never goes into a public chatbot. A one-page staff AI policy. How to vet vendors and keep your practice out of the headlines.
The 90-day rollout
Choose one workflow, set a baseline, train the team, measure hours saved and patient experience, then decide what to scale. Real lessons from taking ambient documentation and chart summarization from prototype to tools clinicians use.
Open Q&A and your readiness scorecard
Bring your questions and your skepticism. Leave with your scorecard filled in and your first pilot picked.
Built for the people who run the practice
No technical background needed. If you're responsible for patients, staff or the bottom line, this is for you.
Practice owners & physicians
Independent clinics and group practices deciding where to invest.
Practice & office managers
The people juggling phones, schedules, staff and billing every day.
Dental, PT, chiro & med spa
Specialty and elective-care practices with high booking and follow-up volume.
Home health & behavioral health
Small care teams with heavy documentation and scheduling load.
Healthcare small businesses
Pharmacies, billing companies, labs and health-service providers.
Ops, admin & marketing leads
Anyone tasked with “figuring out AI” for the practice.
Harbi Dhanjal
Harbi Dhanjal is Vice President of Engineering at Patagonia Health, where he leads technology and product development for healthcare software. He brings more than 25 years of experience across technology, engineering and enterprise systems, including earlier leadership roles at Sentara Healthcare and Oracle. His work spans healthcare workflows, product innovation, security and privacy, and building teams that turn technology into practical operational capabilities.
Harbi's AI experience spans business operations, software engineering and clinical documentation. He has personally built AI prototypes and led teams in developing them into usable tools, including ambient listening clinical documentation, patient chart summarization and other common clinical and RCM workflows. Alongside this hands-on work, he leads company-wide AI education and adoption, tool selection and governance. His perspective integrates the practical realities of implementing AI with the privacy, security and human oversight requirements of healthcare.
View Harbi on LinkedInSAM IT Solutions
A Durham-based IT and digital partner for Triangle small businesses and healthcare practices. After the workshop, we help you put the plan to work.
- Healthcare managed IT & helpdesk: 24/7 support, devices, networks
- Cybersecurity & disaster recovery: protect patient data and stay running
- AI & business automation: workflows, chat, intake and reminders
- Websites, SEO & Google Business Profile: so new patients find you
- The AI Adoption Playbook for Healthcare
- Photonic Computing: Accelerating Tensor Operations at the Speed of Light
- Your Patients Already Asked an AI
- Building Safe Conversational AI Agents for Healthcare
- Agentic AI for Small Business
Past sessions filled up and closed registration early. See past events
Register free. Seats are limited.
This is an in-person, small-room workshop so everyone gets their questions answered. Registration takes under a minute.
- Tue, Oct 20, 2026 · 4:00–5:30 PM
- 2511 NC-54, Ste 201, Durham, NC 27713
- Free, including the scorecard, checklist and 90-day plan
- Bring a colleague; each person registers separately
FAQ
Is it really free?
Yes. The workshop, materials and the 30-minute readiness review are all complimentary.
Do I need a technical background?
No. The session is built for owners and managers. Everything is explained in plain language with practice examples.
Is it online or in person?
In person at SAM IT Solutions, 2511 NC-54, Ste 201, Durham. It's a small-room format so there's real time for questions.
Will you sell me something?
No pitch during the session. If you'd like help afterward, you can book the free readiness review with SAM IT's team.
Can I bring a colleague?
Please do. Office managers and owners get the most out of it together. Each person should register so we save a seat.
I can't make it. Can I still get the materials?
Register anyway and note it in the question box. We'll share what we can after the event.