Background

Many independent professionals operate outside of traditional clinical care specializing in non-treatment, evaluative, and consultative work; Independent Medical Examination (IMEs) being a common example. This work often involves structured evaluations, highly structured documentation, and detailed reporting for third parties such as organizations, agencies, legal teams, insurers, or administrative bodies.

Demands of accuracy, consistency, and defensible records which are often referenced long after the original work is completed are typical for this type of work. Unlike treatment settings, documentation is not simply a clinical note; it is a primary deliverable. Most solo practitioners manage this work alongside other professional responsibilities, with limited time and minimal administrative support. Efficiency, reliability, and ease of access are critical.

The Challenge

Across independent practices, paper-based and semi-manual documentation workflows remain common, but increasingly problematic:

• Handwritten or printed forms require scanning and manual organization
• Illegible handwriting introduces interpretation risk
• Missing or mis-scanned pages trigger time-consuming follow-up
• Reports must be manually transferred for typing or review
• Retrieving older records can be slow and unreliable

We spoke with Dr. Rosenfeld, a solo practitioner who shared: “Missing pages, rescanning documents, and chasing down records happenes more often than people realize.” For professionals working independently, often across multiple locations, these inefficiencies compound quickly, draining time and pulling focus away from the work itself.

The Solution

Independent practitioners are increasingly turning to Lobbie to digitize and modernize documentation and reduce administrative workload. While Lobbie is commonly associated with patient intake, scheduling, and EMR, its flexible architecture makes it well suited for practitioner-driven, non-treatment use cases. Specialized paper forms can be converted into structured digital templates tailored to the practitioner’s exact workflow.

These configurations typically include:

• Click-based structured data entry
• Drop downs and checkboxes for standardized components
• Free-text fields for nuanced, case-specific narratives
• Automatic date, time, and signature capture
• Secure digital storage, anywhere access, and easy long-term retrieval

Moving to Lobbie for Dr. Rosenfeld was transformative. “I’m essentially point-and-clicking while I work. It’s faster, cleaner, and far more reliable.”

With a digital workflow in place, independent practitioners can:

• Log in securely from any location
• Select the appropriate form or template
• Complete documentation using structured inputs and free text
• Save records that are automatically time stamped and stored
• Provide immediate access to authorized collaborators or typists
• Retrieve prior documentation instantly when needed

The Impact

This approach eliminates paper handling, scanning delays, and version confusion while improving consistency, accuracy, and access.

Meaningful Time Savings - Administrative overhead is reduced by simplified data collection and tracking, eliminating scanning, and follow-up related to missing documents.

Reduced Errors - Digital forms remove common issues tied to handwriting, misplaced pages, and incomplete records.

Immediate Access - Documentation is available instantly for reporting, review, or reference from any location.

Mobility Across Locations - For professionals who work across multiple offices or settings, everything travels with them, no paper files required. “I just bring my laptop, log-in, and everything is there.” said Dr. Rosenfeld.

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Peace of Mind - Dr. Rosenfeld noted: “All the data is there. I know it’s saved, secure, and retrievable whenever I need it.”

Support & Adaptability

Independent practitioners often have highly specific needs. Lobbie’s team does the custom set up and the support model allows workflows to evolve overtime as requirements change. Dr. Rosenfeld has rave reviews for the Lobbie Support Team. “When I’ve needed changes or updates to my templates, support has been very responsive. They’re always willing to help.” This adaptability ensures the system continues to support the practitioner as their needs evolve or change.

Why Lobbie Works for Independent & Solo Professionals

This use case is an example of how Lobbie is not limited to high-volume clinics or treatment environments. Its flexibility, ease of adoption and use, as well as affordability makes it effective for:

• Independent and solo practitioners
• Non-treatment, evaluative, or consultative work
• Documentation-heavy workflows
• Mobile, multi-location professionals

As Dr. Rosenfeld put it: “The key is customization. You can make it exactly what you need whether that’s one page or eight.”

The Takeaway

For independent professionals managing complex documentation on their own, Lobbie provides a modern, reliable alternative to paper-based workflows without requiring staff, extensive training, or rigid systems.

As Dr. Rosenfeld summarized “It’s streamlined, reasonably priced, and extremely reliable. Once you use it, you don’t want to go back.”

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