My DPC Story FIRST YEAR DASHBOARD

The First Year Dashboard

A free companion for year one.

Everyone prepares you for opening day. Almost no one prepares you for month three.

The First Year Dashboard is fourteen pages built for the stretch after the ribbon cutting: the disorienting, quietly overwhelming first twelve months when you are learning to be an owner in public while becoming a physician whose life is finally more balanced. It is pulled straight from the Physician Owner's Planner, the year-round system for physicians who own the room they practice in.

This is not a tracker that judges you. No page asks for more than three inputs. There will be weeks you fill every line and weeks the pages stay blank, and both are correct uses of this booklet. The whitespace is not you falling behind. It is room to breathe.

Inside you will find simple tracking pages for panel, revenue, and cash, a daily anchor, pulse checks at day 30, 60, and 90, and honest checkpoints for the three decisions every first year serves up: raising prices, hiring help, and saying no. Every section pairs with My DPC Story episodes where physicians look back at their own first year and tell the truth about it.

You were trained for medicine, not for owning the building it happens in. That gap is not a character flaw. This tool exists to help you cross it, one month at a time.

Free to download. Yours to photocopy, print, and share with a colleague who just opened.

Maryal Concepcion, MD

Host and Founder, My DPC Story · Big Trees MD