Sample build
One request, start to finish.
A fictional clinic sends us its scheduling SOP as a PDF. Here is what came back.
What they sent us
The original PDF pages of the clinic's scheduling SOP. Nothing cleaned up first.
The module we built
A learning module built from the SOP, with the clinic's own screenshots next to each step.
The knowledge check
A quiz tied to policy sections, with feedback on every question.
The simulated scheduling screen
A Sim Desk task. Every step is graded against the SOP on a checklist.
The proof
The practice call
An AI caller pushes back. The full transcript is kept for review.
The proof
The scorecard
The results card shows what passed, what missed and why.
Up close
The same build, as your team sees it.
Each lesson pulls from one section of the SOP. The simulated screen checks every step. Here, the trainee skipped the referral field, and the checklist shows it.
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
Call Lab
A practice call, scored against policy.
An upset caller wants a same day visit. The trainee stays calm, but makes a promise policy does not allow. The scorecard catches it.
Call Lab · Upset caller, same day request
Live voice · 03:42
Caller
I need to be seen today. I don't care what the rules are.Trainee
I hear you. Let me check what we can do today. Can I get your date of birth?Caller
Just book me. Why do you need all that?Trainee
I need it to find your chart. It takes ten seconds.Call score
82
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.
Clinic name, staff and policies in this sample are fictional.
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