Workflow Design To Optimize Clinical Talent
Clear, efficient workflows are essential to delivering high-quality, integrated care.
Streamline team responsibilities, reduce delays, and minimize administrative burden. Learn how to align tasks to licensure, map clinical processes, and standardize hand-offs—so you can spend more time with patients and less time chasing paperwork.

Workflow Design To Optimize Clinical Talent
What you will learn
- Data Governance Framework
- Workflow Mapping & Bottleneck
- Productivity Benchmarks & KPI Dashboard Design
- Top of License Role Optimization
- Peer Integration & Supervision Protocols
- Change-Management
This Learning Track includes
- 16 Video Modules
- 12 downloadable resources
- 4 hours approx. video content
- Access on Desktop and Mobile
Enroll in this course
Includes
6 Lessons
26 Topics
32 Quizzes
Learning Track Content
Clarify state regulations for clinical and peer roles to ensure compliant delegation and utilization
Module 1: North Carolina Regulatory Overview
Module 2: Delegation Matrix Development
Module 3: Compliance Checklist
Module 4: Use-Case Scenarios
Define clear boundaries between clinical and support duties to protect margins and improve job satisfaction
Module 1: Provider Task Inventory & Time Audit
Module 2: Delegation Framework
Module 3: Support Role Enhancement
Module 4: Monitoring & Refinement
Build workflow and mapping skills to understand current operations and gain insights for how to resolve process bottlenecks.
Module 1: Current Mapping Techniques
Module 2: Bottleneck Identification Methods
Module 3: Action Plan Development
Align peer support models with NC regulations to enhance supervision and client engagement.
Module 1: Peer Role Definition & Scope
Module 2: Supervision Structure & Ratios
Module 3: Integration Into Workflows
Module 4: Documentation & Reporting Guidelines
Module 5: Performance Metrics & Feedback Loops
Build role-specific dashboards to track staffing metrics, workload distribution, and performance trends.
Module 1: Metric Selection & Definition
Module 2: Dashboard Persona Design
Module 3: Data Integration & Refresh Cadence
Module 4: Visualization & Alert Configuration
Module 5: Continuous Improvement Cycle
Offer step-by-step guidance from readiness assessments to adoption sprints, tailored for executive sponsors.
Module 1: Change Methodology Overview
Module 2: Sponsor & Champion Mapping
Module 3: Communication & Engagement Plan
Module 4: Barrier Mitigation Strategies
Module 5: Sustainment & Reinforcement
Experts
