I build digital adoption training around real tasks
You switched to new scheduling software, and the front desk still keeps a paper book beside it. I build training around the few tasks people do in it every day, in your own setup, with practice on a test record. Then your manager looks at real records to see who did those tasks and follows up with anyone who still needs help.
Training built around the tasks people do in the software, with a check that they did them.
I start with the handful of tasks your people do daily, in the order they do them.
“They still call the office instead of looking it up.”
A one-page task guide next to the screen, with your settings and your names for things.
“I can't tell who is really using it.”
Your manager checks real records for each trained task and sees who still works around the system.
How I take it on
From the vendor manual to the tasks your team does in it
1
The daily tasks
We list what each role does in the software on a normal day, and nothing more.
2
Your setup, not the demo
Screens, settings and labels from your own setup, so the lesson matches what people see.
3
Practice on a test record
People try each task on a test booking or test sale before they touch a real one.
4
A guide by the screen
One page per task, with the point where they stop and ask the manager.
5
A look at the records
On the day you choose, your manager opens real records and sees who did each task in the system.
Example
New scheduling software at four offices
You said: "We moved to new scheduling software, and the desk still double-books from the paper book." I start with booking and rescheduling. Example · 4 dental offices, front desk
MonBooking, rescheduling and confirmations picked as the daily tasks
TueLessons and task guides drafted from your screens and settings
WedYou approve. Practice on test patients in a training schedule
ThuGuides placed at each desk, a reminder to anyone who has not practiced (planned, not available today)
Week 2Office managers check a day of real bookings for each person
Who does what
Who does what
You
Pick the software and approve the guides.
Your vendor or admin
Sets up a test record and confirms the settings.
Your office managers
Open real records and note who still works around the system.
Me
Write task lessons and guides from your setup. Reminders and tracking who practiced are planned, not available today.
Your vendor handles setup and support. I train people to do their tasks in the software.
Before you start
What working with me takes
You send
The name of the software, screenshots of your setup and the tasks each role does in it.
You get
A short lesson and a guide for each task, a test record to practice on and the check your managers run in real records.
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 · task guide by the screen, front desk
Rescheduling a patientDraft for your approval
Front desk · from your scheduling setup
Search for the patient by date of birth, not by name
Open the visit and choose Move, never Cancel
Pick the new slot and keep the same provider
Send the confirmation text from the visit screen
Stop and ask the office manager if the screen shows a balance hold.
Source: Your scheduling setup, screens from MarchEditApprove
