Already working here? Skip the "New staff" orientation days. You still need the 6 Required modules and the monthly refresher. What we expect has the deadlines. Skip the orientation days in my path.
1
Week 1
Privacy first, then the basics
HIPAA & Patient PrivacyRequiredPassedHow to protect patient information on the phone, in text, on your computer and at home, and what to do the moment something goes wrong.20 questions per attemptDay 1: Welcome & Our PracticeNew staffPassedWho we are, what we treat, and how a patient moves through the clinic.12 quiz questionsDay 2: Diabetes Types & DiagnosisNew staffPassedType 1, LADA, type 2, prediabetes and gestational diabetes in plain words.8 quiz questionsDay 3: Diabetes Technology & Insulin DeliveryNew staffPassedCGMs, pumps, pens, and how insulin is delivered.8 quiz questionsDay 4: Diabetes MedicationsNew staffPassedThe diabetes medicines patients take, and what each one means for your calls.8 quiz questionsDay 5: Thyroid ConditionsNew staffPassedUnderactive, overactive, nodules, and the tests and medicines that go with them.8 quiz questions
Prefer to read? The two-week reading plan covers the same topics.
2
Week 2
Finish orientation and learn the medicines
Day 6: Thyroid Cancer & Eye DiseaseNew staffPassedCancer, thyroid eye disease and the infusion that treats it.8 quiz questionsDay 7: Adrenal & PituitaryNew staffPassedAddison's, Cushing's, pituitary problems and when to escalate.8 quiz questionsDay 8: PCOS & Hormonal HealthNew staffPassedPCOS, menopause and hormone questions.8 quiz questionsDay 9: Bone, Mineral & Lipid HealthNew staffPassedOsteoporosis, parathyroid problems, calcium and cholesterol.8 quiz questionsDay 10: Insurance, Coding & Wrap-upNew staffPassedInsurance basics, referrals and billing codes, and where to find help.8 quiz questionsMA Medication PrimerRequiredPassedInsulin, GLP-1s, pills, devices and prescription shorthand.30 quiz questions
3
Weeks 3 and 4
Learn the daily jobs
Refills & Pharmacy CallsRequiredPassedHow to review a refill request, what you can switch without a provider, and what to say when a pharmacy calls.15 questions per attemptPrior Authorizations & CoverMyMedsRequiredPassedWhat a prior auth is, when you should not start one, what to gather, and what to tell a patient who is standing at the pharmacy.15 questions per attemptPatient Phone Calls & MessagesRequiredPassedWhat to say, what to ask, when to get the in-person staff right away, and how to write a message they can act on.15 questions per attemptChart Prep, Reports & IntakeRequiredPassedGet charts ready before the visit, file reports the right way, and understand referrals, appointment types and faxes.15 questions per attempt
Then ask the in-person staff or clinic manager for your skills sign-off: they watch you do real tasks and sign off each skill.
4
Every month after