You want a smoothly running practice and know that clear training is the key.

Live and On-Demand Trainings

Master the fundamentals with your staff to save you time and money

Your Prescription for Continuous Growth

  • Sarah is an absolute gem to work with! She helped me get hired for my (current) job, and made the process quick and easy! She also is a wealth of knowledge, spent much time getting me prepared prior to starting, and helped me get settled into this role and helped train staff on streamlined procedures. She makes sure you feel comfortable and confident and is always available if you have questions.

    Highly recommend to assist with hiring/training needs!

    Jenell C.

You know that training your staff is critical… but you’re too overwhelmed to do it well.

  • Are you using current staff to train new hires?
  • Are you just putting bodies in seats because you’re so overwhelmed.
  • Are you experiencing significant turnover in staff?
  • You need to train your staff to use the systems you have… but do you even know how to train them?
  • Does your staff seem confused on what and how to perform their job duties?
  • Are your tenured staff becoming stagnant?

Imagine a streamlined and enjoyable onboarding process for new hires and continuing education for current staff so that they get the training that you need them to have.

  • Confidence that your staff is being trained and processes are running smoothly
  • Your staff stays up to date on the ever changing landscape of healthcare
  • Improve patient collections because your staff knows why and how to calculate responsibilities
  • Your office manager and key leaders are trained on how to effectively lead your staff
  • Ensure your staff’s proficiency in the fundamentals to drive cost and time efficiencies

Staff training staff isn’t the answer!

Save on costs and time by ensuring your staff masters the essentials

It’s time to have convenient, timely and high quality training for your team.

Live and On-Demand Trainings

Master the fundamentals with your staff to save you time and money

Sample Training Topics:

Don’t see a topic on the list? Customized training available based on your practice needs.

Administration / Front Desk

Calculating and Communicating the Patient Responsibility

How to Effectively Answer the Telephone at a Medical/Dental Practice

Alt title Mastering Phone Etiquette in Your Medical/Dental Practice

End of Day Reconciliation of Payments

How to Log in and Use Insurance Portals

Manager

Manager Training – OK now you’re a manager, now what? Part 1  Leadership skills for running a productive and efficient medical office

Manager Training – OK now you’re a manager, now what?  Part 2 Other skills needed…Managing KPIs, AR and other essential reporting

Job Descriptions – How to Write and Hold Staff Accountable

Employee Evaluations

Medical Practice Fundamentals

How to use your EHR system

The Patient Journey – Podiatry Marketing – guest Jim McDannald, DPM

How to Log in and Use Insurance Portals

Patient Reviews: How to get Positive Reviews for your Practice and Address the Negative

Training Formats

One-Day Training Workshops

  • Available in full-day or half-day training sessions at your practice either in Charlotte or nationwide (with a travel fee)
  • Customized for your practice
  • Includes trainings and handouts

 Starting at $1200 + travel

On-Demand Course Library

  • On-demand access to an extensive library of relevant course materials for staff of all skill levels
  • Build your own bundle package or select from the role specific bundle packages

Coming Soon – contact us to get started

Lunch and Learn

  • 45-75 minute training sessions designed to teach or refresh your staff on critical topics in a convenient lunch and learn session that doesn’t interrupt their day
  • Hosted either in person in the North Carolina area or virtually

Ranges from $250-400, with package options available

Fill out the request form and we’ll be in touch with more details and pricing.

Not sure what you need? Book a call.

Your Office Team’s Prescription for Continuous Growth

1

No Worries Training

Rely on an expert to lift that off of your plate.

2

Improved Patient Care

Implement best practices to enhance patient satisfaction  and outcomes.

3

Enhanced Practice Reputation

Build a strong reputation in your community for high quality and compassionate care.

4

Increased confidence

Feel confident in your staff’s ability to handle any challenges that comes their way.

5

Increased Knowledge

Gain insights to handle complex situations.

Contact Us