I train medical office staff on how your front office runs
Tell me what breaks first with a new hire at the desk or pharmacy counter: check-in, scheduling, referrals or authorizations. I build lessons and a one-page guide from your procedure, with made-up patients only. Your office manager watches a real handoff first. Diagnosis, medication and treatment questions go to licensed staff.
Check-in, scheduling, referrals and authorization paperwork, from your procedures. Clinical questions go to licensed staff.
One approved administrative procedure and the name of the person who reviews it.
You get
A lesson set with made-up patients, a one-page guide, and a handoff check by your office manager.
Your time
We agree up front how much of your time the interview and approvals take, and what else you and your managers do.
Who helps
I prepare the materials. My team sets me up, supports your account and runs your demo. A person confirms every meeting and every payment.
Example · referral checklist, specialty clinic
Sending a referralDraft for your approval
One page for the referral desk · from your referral procedure · invented patient
Confirm the referring provider's order is signed in the chart
Check that the specialist is in the patient's plan network
Send the packet and log the date it went out
Call the specialist's office if no booking is confirmed after 2 business days
Stop and ask the office manager if the order is unclear. Clinical questions go to the provider.
Source: Referral procedure, version 2EditApprove
Sample result on this page, not a client's work.
Roles I start with
The administrative side of a clinic or pharmacy
Your office manager and I agree on this list first, and I begin where one person holds all the steps.
Front desk and check-in
Greeting, forms, insurance cards and the questions to ask at every visit, as your clinic asks them.
Scheduler
Each provider's booking rules, so a scheduler who moves between them doesn't mix them up.
Referral and authorization coordinator
The paperwork steps, the follow-up calls and who to ask when a request stalls.
Billing and payments
How your office collects a copay, explains a balance and passes a dispute to the billing lead.
Pharmacy counter
Pickup, payment and the exact line where a question goes to the pharmacist.
Office manager
The opening and closing routine, and how a new provider's rules get added for everyone.
How I take it on
Medical office staff training, one routine at a time
1
One routine to start
Pick the non-clinical routine that trips up new people most, and the date your next hire starts.
2
Who reviews what
We agree with your qualified reviewers where administrative work ends and clinical work begins, before I read a single file.
3
Your approved procedure
Check-in, scheduling or referral steps, from your documents or a call with the person who runs them now.
4
Practice with made-up patients
Lessons and practice questions use invented names and visits, so no real record enters training. Your reviewer approves them.
5
The out-of-scope question
Every lesson ends with a clinical question on purpose. The correct answer is to pass it to a nurse, provider or pharmacist.
6
A handover you watch
Your office manager watches a real check-in or referral handover and decides who no longer needs a buddy.
Example
A new scheduler for three providers
You said: "Our new scheduler books three providers, and each one has different rules." I start with one page per provider. Example · primary care clinic, 3 providers
Oct 6Each provider's booking rules collected from your office manager
Oct 8Lessons and a one-page guide per provider drafted, made-up patients only
Oct 9Your clinical lead marks two questions as nurse-only. You approve
Oct 13Assigned to the new scheduler
Oct 16Practice bookings with your office manager
Oct 20Real handoff observed: your office manager decides who schedules appointments independently
When patients call in Spanish
If your desk greets patients in Spanish, the scheduling script and the desk guide come in both, from one approved version. Medical interpreting stays with qualified interpreters.
English
Spanish
Both, from one version
What stays with you
Diagnosis, medication, treatment and anything a license covers stay with your licensed staff
Real patient records never go into lessons or practice cases
I don't certify anyone or claim a regulatory standard is met; your compliance lead decides
Hiring, pay and who sits at the desk are your decisions
