Office manager
Guidance, then practice, then the live list.
Pair daily workflows with written guidance and practice so new teammates have a process, and experienced staff have a shared reference.
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Illustrative workflow · sample data · Dental Canvas
What this is for
Training is shadowing, a binder, or whatever the last person remembered to mention.
New teammate
Reads the guidance. The steps are named
New teammate
Practices the task. Training stays distinct from live work
Team
Uses the workflow. The live list matches what they practiced