Fractional CAIO · Health & Wellness

I help health and wellness practices build an AI operating system that protects their voice, their license, and their margin.

I'm your Chief AI Officer. I own the roadmap, the policies, and the training that hold your AI operating system together.

Strategy & policyNo codeNo PHINo legal advice

AI Operating System

Your roadmap, stack, and policies in one place.

Workspace

This Quarter

Phased AI plan for your practice.

AI Readiness Score
72%
Across voice, stack, policy, audit, and team.
7Phases
Q3Current sprint
200+ hours of one-on-one work with therapists, med spa owners, and holistic practitioners.
Adapted for
Med spas
Group therapy practices
Holistic practices
Wellness brands
Multi-location operators
Where this work breaks

Three failures I see in every practice's first AI rollout.

01
The compliance leak
You sign a great AI tool. 6 months in, a staffer pastes PHI into a Slack screenshot. OCR is widening what counts as a Business Associate, and your contract didn't catch it.
02
The voice collapse
You ship the tool. By week 3, the voice you spent 10 years building is gone. Patients hear the difference before staff do.
03
The accessibility demand letter
Your patient portal fails a screen-reader test. A week later you're holding a demand letter. Plaintiff firms have started pattern-matching healthcare practices for ADA and Section 508 suits.
Governed by default
All three share one root cause: AI shipped without governance. I own the governance layer.
The shape of an engagement
0 weeks
From kickoff to a costed AI roadmap.
0 pillars
Audited before any tool gets picked.
0 niche
Health and wellness practices only.
0 hrs
Reply time on every note.
What AI readiness looks like in health and wellness

Six things that decide the rollout before the first tool gets picked.

BAA covered
Claude Enterprise
ChatGPT Enterprise
Google Workspace
Needs a wall
Free ChatGPT
Random Chrome plugin
Off-the-shelf bot
HIPAA isn't optional.
Tools that touch PHI need a BAA. Claude Enterprise, ChatGPT Enterprise, and Google Workspace cover it. Most everything else needs a wall.
Voice is the moat.
It's why patients chose you. Generic AI erases it in a week.
New patient form
Schedule first visit
Send reminders
Intake is the highest-ROI start.
Forms, scheduling, follow-ups. Lowest risk, fastest payback, before clinical workflows.
Clinical and marketing differ.
Marketing copy ships with a 5-minute check. Clinical content needs a named owner and a written approval flow.
AI
MA
FD
DR
BIL
Named AI lead, weekly office hours
Staff adoption beats tool picks.
Without a named AI lead, weekly office hours, and a place to ask "is this allowed?", the best stack fails.
Measure outcomes, not vibes.
'Feels faster' isn't an outcome. Pick 3 KPIs, baseline them before launch, review monthly.
Free, no email required

The AI Readiness Scorecard for health and wellness practices.

6 pillars, 24 questions, about 12 minutes. The same framework I use in the paid Operating Assessment, stripped down to what you can run yourself. Score every pillar, see your weakest one, get a next step you can act on this week.

What an engagement is worth

An honest estimator, not a quote.

Plug in your practice. The math is conservative on purpose: 35% of admin hours recovered, 50 working weeks, your actual loaded cost. It models the dollar side of the engagement, not the compliance and tooling decisions that come with it.

5
8 hrs
$55
Tier you're considering
Hours freed / year
700
Annual value recovered
$38,500
Payback period
3.0 mo
First-year multiplier
4.1x

The math assumes 35% of admin hours are realistically AI-recoverable across 50 working weeks, which is conservative for scribe and intake work. Soft outcomes (a compliance gap caught, a tool decision reversed, a vendor BAA renegotiated) aren't priced in. The retainer and annual tiers compound over months, so they're not on this calculator. Your mileage varies.

About

Solopreneur, based in Wichita.

I'm Shaun Duval. Solopreneur, Wichita. 25 years in creative work, then AI. 200+ hours of one-on-one work with therapists, med spa owners, and holistic practitioners. I'm also disabled, which means I catch accessibility failures other AI advisors will ship.

After a stroke in 2022 I rebuilt my workflow around Claude so I could keep shipping one-handed. Still the only AI I use. The combination is hard to find in one person.

FAQ

The questions I get before every engagement.

Contact

Send me a note. Tell me about your practice and what you're trying to solve.

If talking to the AI agent feels like too much for a first touch, this inbox is the next best thing. I read every note myself.

About you

A few details so I know how to reach you.

The newsletter

One short note a week on AI inside health and wellness practices.

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Health + Wellness Quote of the Day
Expect the best of yourself, and then do what is necessary to make it a reality.
~ Ralph MarstonInspirational quotes provided by ZenQuotes API