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