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Workflow Design To Optimize Clinical Talent

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.

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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

Learning Track Content

Topic 1: North Carolina Scope of Practice

Clarify state regulations for clinical and peer roles to ensure compliant delegation and utilization

Module 1: Initial Assessment

Module 1: North Carolina Regulatory Overview

Module 2: Initial Assessment

Module 2: Delegation Matrix Development

Module 3: Initial Assessment

Module 3: Compliance Checklist

Module 4: Initial Assessment

Module 4: Use-Case Scenarios

Topic 2: Top of License Role Optimization

Define clear boundaries between clinical and support duties to protect margins and improve job satisfaction

Module 1.2.1 Initial Assessment

Module 1: Provider Task Inventory & Time Audit

Module 1.2.2 Initial Assessment

Module 2: Delegation Framework

Module 1.2.3 Initial Assessment

Module 3: Support Role Enhancement

Module 1.2.4 Initial Assessment

Module 4: Monitoring & Refinement

Topic 3: Workflow Mapping & Bottleneck

Build workflow and mapping skills to understand current operations and gain insights for how to resolve process bottlenecks.

Module 1.3.1 Initial Assessment

Module 1: Current Mapping Techniques

Module 1.3.2 Initial Assessment

Module 2: Bottleneck Identification Methods

Module 1.3.3 Initial Assessment

Module 3: Action Plan Development

Topic 4: Peer-Integration & Supervision Protocols

Align peer support models with NC regulations to enhance supervision and client engagement.

Module 1.4.1 Initial Assessment

Module 1: Peer Role Definition & Scope

Module 1.4.2 Initial Assessment

Module 2: Supervision Structure & Ratios

Module 1.4.3 Initial Assessment

Module 3: Integration Into Clinical Workflows

Module 1.4.4 Initial Assessment

Module 4: Documentation & Reporting Guidelines

Module 1.4.5 Initial Assessment

Module 5: Performance Metrics & Feedback Loops

Topic 5: Productivity Benchmarks & KPI Dashboard Design

Build role-specific dashboards to track staffing metrics, workload distribution, and performance trends.

Module 1.5.1 Initial Assessment

Module 1: Using Performance Information For Improvement

Module 1.5.2 Initial Assessment

Module 2: Dashboard Persona Design

Module 1.5.3 Initial Assessment

Module 3: Data Integration & Refresh Cadence

Module 1.5.4 Initial Assessment

Module 4: Visualization & Alert Configuration

Module 1.5.5 Initial Assessment

Module 5: Continuous Improvement Cycle

Topic 6: Change-Management

Offer step-by-step guidance from readiness assessments to adoption sprints, tailored for executive sponsors.

Module 1.6.1 Initial Assessment

Module 1: Change Methodology Overview

Module 1.6.2 Initial Assessment

Module 2: Sponsor & Champion Mapping

Module 1.6.3 Initial Assessment

Module 3: Communication & Engagement Plan

Module 1.6.4 Initial Assessment

Module 4: Barrier Mitigation Strategies

Module 1.6.5 Initial Assessment

Module 5: Sustainment & Reinforcement

Experts

Rebecca Babigian

Formerly Chief Executive Officer

Integrated Healthcare Partners

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Christy Dye

Formerly Chief Executive Officer

Partners in Recovery

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Stuart Buttlaire Ph.D

Vice President Of Clinical Excellence & Leadership

OPEN MINDS

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Jane E. Hyde

Formerly Senior Vice President

Wellspan Health

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