Links to Job Aids / Training Materials (Mock-Ups, based on things I have created throughout my career)

7 Habits Book Club Schedule and Tips (Example of a leadership book club agenda)

Buzz Words (A job aid for non-clinical staff to know when to send a call to a clinical staff member)

Facility Types (A job aid to show where a particular visiting provider program could see patients)

Interpreter Tips (includes a link to a Video)

Scheduling Calls Talking Points (Mock-up, but similar to ones I have created)

Talking Points Cheatsheet (This is laminated and sent to call center agents, along with a dry erase pen)

Understanding Insurance Terminology (A tool for those confusing insurance terms)

WellNest CRM Workflow (A mock-up of a training guide to a “not real” CRM, similar to a real one I created)