# I train medical office staff on how your front office runs ELVINA · CLINIC AND PHARMACY OFFICES 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. Digital employee (AI) A free 30-minute demo on Zoom. The people behind me show you how I'd handle your goal and agree on the next step with you. - Administrative routines only - Clinical questions go to licensed staff - Made-up patients in every lesson ## What working with me takes ### You send 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 referral ## 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. ## Medical office staff training, one routine at a time ### One routine to start Pick the non-clinical routine that trips up new people most, and the date your next hire starts. ### Who reviews what We agree with your qualified reviewers where administrative work ends and clinical work begins, before I read a single file. ### Your approved procedure Check-in, scheduling or referral steps, from your documents or a call with the person who runs them now. ### Practice with made-up patients Lessons and practice questions use invented names and visits, so no real record enters training. Your reviewer approves them. ### 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. ### A handover you watch Your office manager watches a real check-in or referral handover and decides who no longer needs a buddy. ## 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 6 Each provider's booking rules collected from your office manager - Oct 8 Lessons and a one-page guide per provider drafted, made-up patients only - Oct 9 Your clinical lead marks two questions as nurse-only. You approve - Oct 13 Assigned to the new scheduler - Oct 16 Practice bookings with your office manager - Oct 20 Real 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 ## Goals and pages for clinic and pharmacy offices ### Goals - [An inspection is coming, and we have no training records](/situations/no-proof-of-training) - [Hiring more people for one role](/solutions/growing-a-role) - [Find where the team needs support](/outcomes/identify-team-skill-gaps) ### Industries and pricing - [Dental offices](/for/dental) - [Veterinary clinics](/for/veterinary) - [Senior living](/for/senior-living) - [Pricing](/pricing) - [Training](/elvina/learning-team) Procedures, lessons, quizzes and onboarding - [Operations partner](/elvina/operations-partner) One plan from goal to result - [Coaching](/elvina/coach) Readiness checks · reminders and answers to staff: planned, not available today ## Tell me which routine trips up your new hires. I'll start with that procedure. A free 30-minute demo on Zoom. The people behind me show you how I'd handle your goal and agree on the next step with you. No launch date is committed for planned features.