Welcome to the recap.
This playbook accompanies the June 2026 masterclass series for locum & 1099 PAs, co-hosted with Fedna Morency of The Travelling PA-C. Three Tuesday evenings, one working assistant at the end.
The premise was simple. Fedna teaches PAs how to win the locum and 1099 life: agencies, negotiation, contracts, going independent. But that freedom comes with a reset every 13 weeks: new state, new credentialing packet, new housing, new recruiter threads, and a tax picture that gets more complicated every quarter. That repetitive admin is exactly what AI is good at, and nobody teaches it to clinicians.
So we did. Across three hands-on webinars, the room installed Claude, connected Gmail, Calendar and Drive, taught it to write in their own voice, ran real locum contracts against state law, built CPA-ready money summaries, queried QuickBooks in plain English, and generated a credentialing tracker from a messy folder of PDFs. What follows is the complete recap: the tools, the exact prompts used on stage, the audience's sharpest questions answered candidly, and the safety rules that ran through every minute of it.
The working stack.
Everything in the series runs on Claude plus the tools a travel PA already uses. Nothing to buy, nothing exotic: the stack is the connections.
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Claude Desktop + Cowork Local, privateThe desktop app working from a folder on your machine. Everything created and answered stays on your computer, which is exactly what you want when the folder holds contracts, licenses, and tax documents.
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Connectors Gmail · Calendar · DriveThe bridges that turn a prompt into an action: reading recruiter threads, checking your schedule, filing attachments into the right assignment folder. Set up once in Settings, in about two minutes, with privacy-minded defaults.
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Claude in Chrome The browser handsA Chrome extension that lets Claude navigate and read the web like a human: the engine behind the live LinkedIn audit. Chrome only, for now; Edge is pushing its own AI and doesn't play along.
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Schedules Set and forgetRecurring jobs that run without you: the one-command daily snapshot, an every-morning digest of your inbox and calendar, or an agency-opportunity screener that leaves ranked findings in a Google Sheet with reply drafts waiting.
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CLAUDE.md Your second brainA single file Claude reads at the start of every session: your voice, your rules, your recurring tasks. Write it once, let Claude keep updating it, and stop repeating yourself forever.
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QuickBooks connector The money feedAdded in the finale: connect QuickBooks (or Xero) and query your own books in plain English. Show me what I can claim. Show me where I can save. The world is the limit once the data is connected.
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Claude Design claude.ai/designA separate visual environment focused purely on design: slides, documents, animations, social graphics. Point it at your website once and it learns your brand, your colors, your voice: no graphic designer required for the everyday stuff.
The exact asks.
The prompts that produced real outputs on stage, lightly condensed from the live sessions. Notice how plain they are. No personas, no prompt engineering: clear context, clear goal, colleague-style language.
Never type in a special language. Just speak to Claude in your regular voice. It understands you just fine.The rule that ran through all three nights
The Voice Trainer
Webinar 1. Two phases: first Claude studies how you actually write, then it strips the tells that make text read as AI-generated.
The Assignment Organizer
Webinar 1. Run against a real onboarding email thread; Claude filed everything into a clean per-assignment folder in Drive.
The Daily Snapshot
Webinar 1. Built as a Schedule so it runs every morning without being asked: inbox, calendar, deadlines, days left on the assignment.
The Contract Analyzer
Webinar 2, on a California locum agreement. Claude flagged the ABC-test problem, then rewrote the ask for a Florida non-compete. You take the findings to your attorney better informed, not instead of one.
The CPA-Ready Money Picture
Webinar 2. Run on a folder of W-2s, 1099s, and expense receipts. The follow-ups kept going: this exact loop cut a real tax bill to a quarter of the original estimate.
The Credential & License Tracker
Webinar 3, on a folder of mixed PDFs, photos, and Word files. Claude read them all and produced a tracker with renewal flags: current, just renewed, DEA schedules, NCCPA, the works.
The Brand-True Post
Webinar 3, inside Claude Design. One line, zero context. It studied the website, learned the brand, and returned finished variations.
The audience asked.
The questions that came up live across the three nights, with the answers given on stage.
Because Cowork works from a folder of your files, it's grounded in real data rather than inventing it; the freewheeling hallucinations you've heard about mostly come from chatbots answering from memory. Two habits make it airtight: end big asks with “verify the data,” and set a standing rule that Claude double-checks its own numbers before presenting them.
Yes, be logged in on Chrome for anything you want Claude to browse (like your LinkedIn), and no, Edge won't work: Edge is pushing its own AI and doesn't connect to Claude. After installing the extension, the quickest test is simply asking Claude to open a page in your browser.
Cowork runs locally: what's created and answered stays on your machine. For the cloud side, go to Settings › Privacy and turn off “help improve our AI models,” the one place data was being sampled; Anthropic states it does not store personal information beyond that. And keep perspective: your email provider has hosted your SSN and sensitive documents for years. The bigger risk in the room was third-party apps: as Fedna put it, don't buy anybody's apps right now; learn the tool itself.
No. None of the heavy processing is local: the powerhouse resides in the cloud, so an old machine gets you started just fine. (A new laptop doesn't hurt. The purchase feeling is real.)
Yes, and this became the best schedule of the series: every morning Claude scans the past day's agency email (junk included), ranks the opportunities against your filters, updates a Google Sheet with what looks good and why, and leaves a reply draft ready for anything worth pursuing. You wake up to a shortlist, not an inbox.
The rules that ran through every minute.
Medical and financial work demands care. Every demo in the series obeyed the same three rules; adopt them and you get the leverage without the exposure.
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You sign, Claude drafts.
Claude prepares; you review and approve every email, number, and action. Nothing sends, books, pays, or deletes without your click. Every schedule built in the series ends at a draft.
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De-identify the sensitive stuff.
Strip SSNs, full account numbers, DOBs, and anything patient-related before it goes in. Then flip the one switch that matters: Settings › Privacy › turn off model improvement whenever you work with financial or sensitive documents.
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Never hand over the keys.
Claude can navigate and gather in Chrome, but it doesn't log into your bank, enter payment details, or submit forms. Those clicks stay human, permanently.
The new operating model.
Four ideas to carry into the next assignment. None of them require a technical bone in your body.
Talk like yourself.
No computer prompting required, no special language, nothing. Every high-impact prompt in this series is a plain sentence you would say to a sharp assistant on their first day. If you can describe the task, you can delegate it.
Ground it in folders.
The difference between a chatbot and a back office is a working folder. Contracts, receipts, licenses, W-2s: when Claude works from your actual files, it stops guessing and starts reconciling, and hallucination stops being the story.
Automate the 13-week reset.
The credentialing tracker, the assignment folder, the daily snapshot, the opportunity screener: each one turns a recurring weekend chore into a standing system that survives the move to the next state.
Consult before you pay.
The loudest moment of Webinar 2: keep asking “how do I save more?” until the ideas run dry, then verify the keepers with your CPA. That loop, run honestly, cut a real tax bill to a quarter of the original estimate.
With gratitude.
Three Tuesday nights, cameras on, laptops open, building along in real time. Thank you to every PA who showed up after a full clinical day, asked the sharp questions, and let us solve real problems on a live screen.
This is part 1 of a part 3 series and Addie is gold!!!· Fedna Morency
Whenever I change agencies or start a new contract, starting all over again in the credentialing and state license nightmare!! Its sooo time consuming!· Jim Carpenter, on the problem this series exists to solve
I find everything to be extremely helpful!· Kimber Henry
This has been amazing, Addie.· Fedna Morency
Hopefully PA compact license will help us in 2027.· Tim Treloar, mid-credentialing discussion
Long live Mac Book.· Fedna Morency, after the 2012-laptop question