• Deliver onboarding consulting, refresher, and ongoing training for PCAs and administrative staff on CRM workflows, patient coordination standards, communication protocols, and scheduling best practices. • Reinforce established processes and ensure consistent adoption across offices. • Support the development and maintenance of accessible training resources (guides, SOPs, job aids, and reference materials). • Coach PCAs and administrative staff to improve organization, communication, and follow-through. • Model effective coordination and problem-solving practices that align with medical leadership expectations. • Identify performance or workflow gaps and provide structured feedback and recommendations to leadership. • Track progress of operational and clinical initiatives, maintaining visibility into deliverables, milestones, and outcomes. • Collaborate with cross-functional teams to ensure smooth implementation of new tools/vendors, technologies, and workflows. • Provide structured updates and insights to the Assistant Medical Director and leadership team. • Conduct regular audits of scheduling, communication, and documentation workflows to ensure accuracy and consistency. • Analyze performance data to identify trends, inefficiencies, and areas for improvement. • Present findings and actionable recommendations to the Assistant Medical Director to inform training and operational priorities.