Department training

AI for the Healthcare Front Office

Your front office answers forms and directions questions, keeps up with payer changes and covers the schedule faster, with no patient information going into any AI tool.

Front desk, scheduling, billing and office staff in clinics, dental, therapy and home-health offices.

Three workflows

AI for the Healthcare Front Office, in three workflows

These are where both ways of training this team start. The team, or each person, builds them on your own AI, tests them on your own examples, and keeps them.

Workflow 1

Forms and directions answers

Approved answers about forms, hours, parking and what to bring, drafted for staff to send.

Workflow 2

Payer bulletin summaries

Insurance payer bulletins turned into a one-page note on what changed for the front desk.

Workflow 3

Schedules and coverage

Coverage gaps found and swap messages drafted from the staff schedule, with no patient details.

Two ways to train this team

Together in a morning, or each person to a certificate.

Workshop · Half day (3 hours)

AI Department Workshop, Healthcare Front Office version

The whole team builds the three workflows above together, on your own AI, in one morning.

  • Three working team workflows, built on your own AI
  • A shared prompt library for the department
  • An owner for each workflow and a 30-day practice plan

$2,500 for up to 15 people

Full details

Certificate · 8 hours, weekly or two half-days

AI Productivity Certificate, Healthcare Front Office version

Each person builds their own: an assistant set up for their job, a tested template for every recurring task, and three workflows like the ones above, then proves them on a week of real work.

  1. 1Set it up right. A measured baseline and an AI assistant configured for the learner's own job.
  2. 2Build the library. A tested prompt template for every recurring task.
  3. 3Build three workflows. Three multi-step workflows running on real inputs, with a check before anything leaves.
  4. 4Run it, prove it. A week of live work done the new way, measured and written down.

$1,000 a seat

Full details
Data rules

What never goes into an AI tool

On top of your company's own rules, these are the red lines this team starts from.

Healthcare Front Office

  • Anything about a patient: names with appointments, conditions, insurance IDs
  • Medical records and clinical notes
  • Payment card numbers

Also from the Healthcare administration sector rules

  • Anything that identifies a patient or their care (all PHI), including a name tied to a visit request
  • Insurance member IDs and claims
  • Staff licenses and personnel files

No patient information goes into an AI tool in this course. Patient-facing work needs a HIPAA-covered account, which costs more and is set up separately.

Plan training for Healthcare Front Office

Tell me about the team and I'll reply myself with dates and a plan. Taking inquiries for 2027 classes.