How it works

Your documents in. Ready people out.

You send what you have. We do the build. Your managers stay in control of who goes live.

You send it

Intake review

We read everything you send and map it to roles. PDFs, Word docs, screenshots of your systems. Messy is fine.

Build

Modules, quizzes, simulated screens and call scenarios, all built from your documents, word for word against your policies.

Your review

You correct anything that does not match how you actually work. Nothing launches until you sign off.

Launch

Logins, manager dashboard, first cohort. Only people who pass Level 3 take live work.

Ongoing

Keep current

Policy changes flow into the training. Send us the new rule and the affected modules and scenarios are updated.

The platform

What is in the platform.

Seven parts. One place. All built from your material.

Call Lab

Callers who push back.

AI callers with two-way voice. They interrupt, argue and change their story.
Email scenarios for written follow up and portal messages.
Grading based on your SOP, with full transcripts to review.

Level 2 and 3 calls ring the trainee's real phone or headset. Our AI caller plays the patient, the nurse or the law firm, pushes back the way they do, and the recording is scored against your own policies the same way the in-app calls are. Scheduled or unannounced. After certification the same calls become a monthly quality check.

See practice calls

Call Lab · Denied MRI, upset patient

Live voice · 02:58

Caller

Yeah, I got a letter saying my MRI was denied. Nobody called me. What is going on over there?

Trainee

I am sorry about that. Can I get your name and date of birth so I can pull it up?

Caller

Daniel Reyes, February 9, 1968. So is it denied or not?

Trainee

I see the denial came in yesterday. It goes to Dr. Nguyen the same day and he decides whether to appeal, so it is not final.

Caller

Then why did nobody tell me that?

Trainee

You should have heard from us. I am sending a message to his team now and you will get a call within two business days.

Call score

Did well

Stayed calm and acknowledged frustration
Verified two identifiers before searching

Missed

Did not offer the nurse line for symptoms

Policy errors

Promised a same day slot before checking. Policy 2.7.

And the other six parts.

Scroll sideways

Learning modules

Each lesson maps to a section of your SOP.
Your real screenshots, annotated where it matters.
Quick checks after every concept, not a 50 question exam at the end.

Sim Desk

Simulated versions of your EMR, portal or scheduling system.
Your real screenshots side by side with the practice screen.
Every step graded against the SOP. Wrong field, wrong order, it gets caught.

Ask the manual

Answers come only from your own documents, with the section cited.
If your manual does not cover a question, it says so instead of guessing.
Your team can use it from day one, before the training is even finished.

Levels and certification

Level 1: know the procedure.
Level 2: apply it under realistic conditions.
Level 3: run the desk in a timed shift simulation, then a supervisor review. The record keeps the date, the observer and the score.

Manager dashboard

Scores and level by person, team and site.
A clear list of who is cleared for live work.
The specific steps each person keeps missing.

Multi-site and multi-department

Site specific rules and payer lists.
Department tracks with shared core modules.
Roll up reporting across locations.

Module 3 of 8 · New patient scheduling

Verify insurance before you book

Per SOP 4.2, check the payer against the accepted list. If it is not listed, offer self pay and log the call.

Patient search

Eligibility tab

Payer list

Quick check

Check payer list, then book

Book first, verify later

Sim Desk · Scheduling

Mon

Tue

Wed

Thu

Fri

Dr. A · Main campus

Referral #

Graded against SOP

75%

Searched patient by DOB and last name
Selected correct provider and location
Chose 40 min new patient slot
Skipped referral field

Ask the manual · Front desk

Can a new patient go in a 20 minute slot?

No. New patient visits are booked as 40 minute visits.

Scheduling SOP · New patient visits

Can I book a patient at the north office on Saturday?

Your manual does not cover this. Ask your supervisor.

Manager dashboard · Patient access team

Cleared

In training

Avg score

Name	Level	Score	Live work
J. Rivera	Level 3	94	Cleared
M. Chen	Level 2	81	Not yet
T. Okafor	Level 3	88	Cleared
S. Patel	Level 1	67	Not yet

Keeps missing: referral field, nurse line offer

Every build

What a build includes.

Every build. No add-on menu.

Learning modules built from your SOPs and manuals
Your real system screenshots in every relevant lesson
Quizzes tied to specific policy sections
Simulated software screens with step-by-step grading
AI caller and email scenarios with realistic pushback
Scoring rubrics based on your policies
Three-level certification path with a timed shift simulation
Manager dashboard with scores and live-work clearance
Policy update changes as your rules change

Timeline

How long it takes.

Most builds take one to three weeks from the day we receive your materials, depending on how much material there is and how much detail your procedures carry.

One department with a clean manual sits at the short end. Several departments, many systems and thick policy binders sit at the long end.

Need it sooner? We offer expedited turnaround and we stagger the build, so your most critical module goes live first and your new hires start while we finish the rest.

Tell us what you have and you get a quote within 24 hours.

Start your build

Quote within 24 hours.

Start your build See a sample build