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Role Shadowing Materials for Specific Departments

New Hire courses includes supporting materials for staff to shadow other departments to gain a better understanding of how the practice operates as a whole.


Materials include:

  • Preview notes to help trainees learn key terms, processes, and relevant policies in preparation for shadowing. 

  • Shadowing expectations checklists to guide the staff members the trainees spend time shadowing in each department. 

Role Shadowing


Lay Staff

Topic-specific checklists with suggested training items or skills tracking

  • Topic-specific checklists organize training as trainees shadow and are guided by their trainer, setting the pace for new hires and staff gaining new skillsets.


  • These checklists can also be used to track the progression of skills.

  • Trainers check off completed training items or sign off on skills adding feedback directly into checklists as they train.

  • Examples: Practice Management Software Introduction, Prescriptions at Check-Out, and Client Feedback vs. Internal Feedback.

Suggested Training Checklists

Suggested documentation for policies & procedures.


  • Following the topic-specific checklists are suggested training documents for trainees to use to supplement their checklists.

  • Policies, protocols, and other important information can be spaced out and integrated into training at just the right time. 

  • These documents can be customized or easily switched out with practice-specific documentation.

  • Original documents of any file format can also be added and organized in a logical way for trainees to review. 

Suggested Documents & Protocols

High Level Customer Service Topic Mentorship: Meeting Topics & Agendas + Post-Meeting Self Reflections


  • Each week of the CSR program ends with a mentorship meeting with the trainees' supervisor who leads a conversation about a high-level service topic.

  • The course includes a weekly mentorship guide outlining each topic as well as a post-meeting self-reflection that gives the trainee space to reflect on their understanding of the topic and indicate to their supervisor if they want to cover any of the content more in-depth.

High-level Topic Mentorship

digitally signed forms


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per month




Access to the platform.


Customized branding and masked URL.

Email-based Support Staff.

One hour of technical onboarding and introductory training.


Check-ins to help orient trainers to the platform.


startup fee



Customize the courses yourself using our Interactive Set-Up Guide or ask your Specialist about Specialized Set Up.


The Specialized Set-Up fee, which includes customization of content, is time-dependent.

$50 / hour of our time

It takes between 10-40 hours to customize a platform for an organization.


per seat

each month



Our $35 monthly platform fee ensures your materials and users are stored and maintained for as long as your practice uses the platform.

Once you get started you can choose from our Additional Services to customize your experience.

High-level Topic Mentorship

Role Shadowing

Suggested Training Checklists

Suggested Documents
& Protocols

Here's how it works.

Your new staff members will be onboarded with the assistance of trainers from your practice. Using our interactive set-up guide, you'll select a trainer or trainers who will complete training checklists and review learning reflections, monitor progress, and schedule in-person trainings, department shadowing, and mentorship meetings. 

Before they get started they'll review expectations for managing the Organized Onboarding program for lay staff (documentation provided) and review the course curriculum for Technicians and Customer Service Representatives.

You can also choose from different options to get started. Our out-of-the-box framework is ready for your team to use. Simply add practice-specific materials following our sample guides and get going right away!

For a more tailored start, you can select Specialized Set-Up and work with a member of our team to customize agendas, materials, and more to suit your specific needs. Click on a topic to find out more.

How it Works
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