Coaching offers a quick and structured way to capture feedback during or after a visit. It highlights what went well, what needs improvement, and produces a summary with an overall score to guide follow‑up.
When To Use
- Onboarding or skill refresh for providers and assistants
- Post‑procedure debriefs to reinforce strengths and opportunities
- Monthly quality reviews and calibration sessions
Create Coaching Tab
- Click + in the top bar to add a tab.
- Select Coaching from the template list.
- Review the assessment results.
The Coaching template is adjustable on demand. We can add, remove, or rename sections and prompts to fit your program or clinic workflow.
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