Our onboarding process is designed for quick adoption and immediate usability by your operational team. Through a guided LMS experience, team members gain context on the tool, learn how to input referrals, and understand other core functions essential to the workflow.

This efficient and streamlined onboarding not only helps bring new team members up to speed quickly but also plays a critical role in keeping existing team members operating at peak performance.

The Referral Intake Coordinators Track is a focused, step-by-step training program designed to enhance efficiency, organization, and performance in one of the most demanding roles in the practice. It introduces coordinators to key concepts such as task profiles, trigger tasks, and communication workflows tailored specifically to the referral intake process. The training emphasizes real-world use cases, showing how to manage inbound referrals through various channels, stay ahead of daily tasks, and maintain consistent follow-up over time. Coordinators learn how to use the platform to replace manual tracking methods, create personalized workflows based on lead qualification and case type, and use tools like audits and KPIs for accountability and personal growth. With quick-fill scheduling tips, customizable tags, and communication templates, the program equips Referral Intake Coordinators with the tools to streamline their day, improve patient and provider experiences, and ultimately drive better outcomes for the practice.

The Treatment Presentation Track in our Advanced LMS is a comprehensive, role-specific onboarding program built to elevate the performance of Treatment Coordinators by transforming how they track, follow up, and present care. It focuses on empowering team members to adopt consistent, efficient workflows that reduce missed opportunities and increase case acceptance through smarter systems and software. Coordinators learn to replace scattered reminders with structured task profiles and trigger tasks tailored to each patient and case type—ensuring no treatment opportunity falls through the cracks. The track covers real-time audits, daily use habits, communication tracking, and advanced follow-up strategies based on case value, referral type, and patient behavior. Coordinators are trained to analyze their KPIs, understand true case acceptance, and leverage tools like the TXC dashboard, conversion reports, and customizable templates to drive production and patient trust. With layered education on hybrid presentations, financial planning, and follow-up cadence, this track gives Treatment Coordinators the playbook to not just manage their day—but grow their impact, improve conversion, and directly contribute to practice success.

The Marketing Coordinator Track in our Advanced LMS is designed to equip marketing leads with the tools, insights, and daily habits needed to drive measurable growth through data-informed decision-making and strategic outreach. The track starts by reinforcing the importance of note logging and daily use monitoring, helping coordinators align with provider expectations while building a plan for intentional referral visits. Through a deep dive into reports, coordinators learn how to task themselves and others, track outbound efforts, and use expense logging consistently to ensure ROI. Core metrics such as referral growth, source regularity, and reactivation are broken down by lead method, making it easier to know when and how to promote specific initiatives. The track also introduces dormancy reports and partner provider evaluations, giving coordinators the ability to maintain momentum, re-engage underperforming sources, and recognize top partners quickly. With a strong focus on KPI tracking and targeted time-based strategies, this training empowers marketing coordinators to optimize campaigns, foster stronger referral relationships, and strategically grow the practice.

The Practice Administrators Track in our Advanced LMS is built to give administrators a high-level, data-driven view of their practice while offering the tools to monitor and improve daily operations. This training bridges activity tracking and data analysis, helping administrators move beyond surface-level metrics to uncover patterns that drive performance. From monitoring audits and task completion to understanding snapshots of user activity, notes, and task flow, admins learn how to track both individual accountability and practice-wide efficiency. The program walks through establishing and managing key performance indicators (KPIs) across daily, weekly, monthly, and quarterly intervals—both for the practice as a whole and by role (front desk, treatment coordinators, marketing). Scheduling workflows are evaluated through system diagnostics, performance goals, and schedule efficiency tracking. The track also sharpens administrative insight into case acceptance trends, helping to differentiate same-day vs delayed acceptance and troubleshoot by method (chairside, hybrid, etc.). Additional modules cover lead segmentation, outbound referral tracking, and expense tracking for ROI—all aimed at creating a well-informed, agile administrator who can identify issues early, support their team effectively, and lead the practice toward sustainable growth.

The Provider Track in our Advanced LMS is tailored to give doctors a strategic lens into their performance, team efficiency, and referral relationships. It begins with a challenge to understand ranking and use metrics to push personal growth. Providers learn how to integrate regular use monitoring and actively task themselves and others for stronger coordination. The track guides providers in evaluating both their teams and themselves—setting clear expectations, reviewing performance data, and tracking consult conversion. Deep dives into referral source quality, lead-to-consult timing, and time-to-conversion help providers identify trends and opportunities for improvement. Key modules address case value, case type averages, and the impact of follow-up, all tied to actionable scheduling and presentation strategies. Providers are taught to recognize when to adjust their schedule based on demand and conversion metrics and how to communicate effectively with referral partners and internal team members. With tools like the Provider Referral Log, dormancy reporting, and metric grouping (ABCD), the track empowers doctors to take ownership of their pipeline, make data-backed decisions, and ultimately drive better outcomes for their patients, practice, and partnerships.

The Advanced Analytics & Reporting Track in our Advanced LMS is designed for power users and leadership teams looking to transform data into strategic action. This track shifts the mindset from reactive to proactive, equipping users with deep knowledge of the platform’s robust reporting capabilities. Through modules like Volume, Earnings, Cycle, Scorecard, TRUE, and Snapshot Reporting, users learn how to uncover patterns, monitor team and practice performance, and fine-tune outreach or operational strategies. Specialized lessons cover expense, outbound, LMS, and development reporting, giving a full picture of ROI and growth potential. The track tackles big-picture questions like: Do we need more referrals? Is follow-up effective? Should we change our schedule?—using metrics like Production per 100, case type differentials, and conversion benchmarks to provide clear answers. It also empowers users to analyze internal vs external case mix, identify gaps in treatment conversion, and apply the right KPIs at the right time. Whether you're leading a team or scaling a multi-provider practice, this track helps you use data to make confident, informed decisions that drive sustainable success.