Health First Role Training Map

health first role training map health first roles │ ┌─────────────────┼─────────────────┐ │ │ │ front desk clinical team marketing │ │ │ patient flow patient care lead generation this map connects staff roles → clinic systems → training modules purpose this document defines the training structure for each role in the health first organization it ensures all staff understand their responsibilities the systems they use the workflows they must learn 1️⃣ front desk training the front desk controls the patient experience and daily patient flow core responsibilities scheduling patient intake check in / check out insurance verification missed appointment recovery patient communication training modules inside training binder 2026 → front desk training front desk training │ ├── patient scheduling ├── patient intake process ├── check in workflow ├── check out workflow ├── missed appointment protocol ├── insurance verification └── phone handling systems used chirotouch cnnectr gohighlevel (for communication) archbee (sops) 2️⃣ clinical assistant training clinical assistants support the doctor and patient care delivery core responsibilities exam room preparation patient intake support vitals & documentation patient education treatment preparation training modules clinical assistant training │ ├── new patient exam workflow ├── re exam workflow ├── treatment visit workflow ├── patient intake support └── patient education process systems used chirotouch patient education materials archbee 3️⃣ marketing va training marketing supports clinic growth and lead generation core responsibilities ad campaigns lead follow up content creation webinar campaigns social media training modules marketing training │ ├── campaign management ├── lead follow up workflow ├── facebook advertising ├── webinar campaign setup └── social media posting systems used cnnectr gohighlevel (crm) facebook ads email / sms automation 4️⃣ operations / management training operations ensures the business runs smoothly core responsibilities payroll staff management training process improvement reporting training modules operations training │ ├── payroll processing ├── staff onboarding ├── performance reviews ├── delegation system └── weekly operations review systems used adp trackbii google sheets archbee google drive 5️⃣ doctor training / leadership the doctor leads the clinical system and care plans core responsibilities patient care plans clinical protocols patient education program development training modules doctor systems │ ├── consultation process ├── care plan presentation ├── re exam protocol └── wellness program integration health first role training map purpose this document defines the training structure for each role in the health first organization it ensures all staff understand their responsibilities the systems they use the workflows they must learn health first organizational roles the clinic operates through four primary operational roles front desk clinical team marketing operations / management doctor / clinical leadership each role owns specific systems and processes front desk role role purpose the front desk manages patient flow and communication within the clinic this role ensures patients move smoothly through scheduling, intake, treatment, and follow up core responsibilities scheduling patient appointments patient intake and documentation check in and check out workflow insurance verification missed appointment management patient communication systems used chirotouch (patient records & scheduling) cnnectr (crm and patient communication) archbee (sop reference) google sheets + trackbii (time tracking) front desk training modules training binder 2026 → front desk training patient scheduling patient intake process check in workflow check out workflow missed appointment protocol insurance verification phone communication clinical assistant role role purpose clinical assistants support the doctor and patient treatment process they ensure the clinical workflow runs efficiently and that patients receive proper care and education core responsibilities preparing exam rooms assisting with patient intake recording patient information supporting treatment visits providing patient education systems used chirotouch archbee patient education resources clinical assistant training modules training binder 2026 → clinical assistant training new patient exam workflow re exam workflow treatment visit workflow patient intake support patient education process marketing role role purpose the marketing role manages patient acquisition and clinic growth marketing systems generate leads and convert them into scheduled appointments core responsibilities campaign management lead follow up social media posting advertising campaigns webinar promotions systems used cnnectr (crm and automation) facebook ads email & sms automation tools marketing training modules training binder 2026 → marketing training campaign management lead follow up workflow facebook advertising webinar campaign setup social media posting operations / management role role purpose operations management ensures the business functions of the clinic run efficiently this role supports staff, payroll, training, and operational improvement core responsibilities staff management payroll processing time tracking verification training oversight operational reporting systems used adp (payroll) trackbii + google sheets (time tracking) archbee (documentation and sops) google drive (file management) operations training modules training binder 2026 → operations training payroll processing staff onboarding performance reviews delegation system weekly operations review doctor / clinical leadership role role purpose the doctor oversees clinical care, treatment protocols, and patient outcomes this role ensures clinical systems operate effectively and patients receive appropriate care core responsibilities patient consultations care plan recommendations re examinations clinical protocol oversight wellness program development systems used chirotouch archbee patient education resources doctor training modules doctor systems consultation process care plan presentation re exam protocol wellness program integration