Flow Onboarding Journey

Welcome to the flow Package course! Get ready to master our comprehensive suite of tools, including Marketing IQ, and full AI automation.

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Explanatory videos

Step-by-step video tutorials to enhance understanding

Case
Studies

Real-world examples and scenarios for practical application

Certificates
/ Badges

Completion certificates to showcase your achievements

Additional material

Extra resources like quizzes, articles, and bonus content.

What You'll Learn?

By the end of this journey, you will have moved from onboarding to ownership. You will possess the confidence to work autonomously, the insight to contribute to our strategic goals, and a rock-solid foundation for a long-term career at Practice by Numbers.........

Upon successful completion of the training program learner will be rewarded by the training completion certificates.

Customer Success management

Ability to manage onboarding timelines to achieve Go Live within two weeks.

Product Feature Fluency

Advanced understanding of PbN's core platform capabilities including Analytics, Automation, and Communication.

Guided Installation Facilitation

Ability to walk clients through software installation with clarity and confidence.

Badge awards

Badges rewards upon successful completion of the package journey.

Welcome to Module 1: Mastering Patient & Team Communication. This module introduces the essential tools for a seamless office workflow, starting with automated Appointment Reminders to reduce no-shows and two-way Text Messaging for direct patient engagement. You will also learn to streamline internal operations with Team Messaging, boost your online reputation via Review Requests, and drive practice growth through targeted Custom Campaigns. Together, these courses ensure your team stays connected and your schedule stays full.

What's included:

5 videos

35 readings

5 assignments

7 Case studies

Show more info about module content

5 videos • Total 14 minutes

Appointment reminders • 3 minutes
Text Messages/Communication Centre • 3 minutes
Team Messaging • 3 minutes
Review requests • 1 minute
Custom Campaign • 1 minute

35 readings • Total 16 hours

1. Appointment Reminders • Automated text/email reminder system with customization for family messaging.
2. Text Messaging (Two-Way) • Central hub for manual SMS with templates, attachments, and translation.
3. Team Messaging • Internal chat for office communication with real-time location alerts.
4. Review Requests • Automated campaigns for post-appointment Google or Facebook reviews.
5. Custom Campaigns • Mass communication tool for targeted blasts based on patient criteria.

5 assignments • Total 10 mins

Appointment reminders quiz • 2 mins
Text Messaging quiz • 2 mins
Team Messaging quiz • 2 mins
Review Requests quiz • 2 mins
Custom Campaign quiz • 2 mins

7 Case studies • Total 70 Minutes

Family Messaging (Consolidated Texts) • 10 mins
Arrival Coordination • 10 mins
Two-Way Translation • 10 mins
Reducing Hallway Traffic • 10 mins
Patient Readiness & Discreet Notes • 10 mins
Automated Review Capture • 10 mins
"Use It or Lose It" (Year-End Production) • 10 mins

Welcome to Module 2: Digitizing the Patient Experience. This module focuses on eliminating paperwork and automating clinical follow-ups to create a modern, paperless workflow. You will first explore Online Forms, learning how to use customizable digital intake packets and HIPAA consents that sync directly to your PMS for a faster check-in. Next, you'll master Treatment Plans, where you'll learn to send secure, digital presentations that allow patients to review costs and sign for procedures from any device. Finally, the module covers Post-Op Instructions, showing you how to automate aftercare emails based on specific procedure codes to ensure consistent patient care with zero manual effort.

What's included:

3 videos

20 readings

3 assignments

3 Case studies

Welcome to Module 3: Optimizing Revenue & Scheduling. This module focuses on the essential tools that drive your practice's financial health and simplify the booking process. You will begin with Payments, where you'll learn to manage a fully integrated processing solution that syncs directly with your PMS—covering everything from in-office terminals and text-to-pay to automated payment plans. Then, you’ll dive into Online Appointment Booking (OAB) to master your 24/7 digital front desk. You will learn how to customize real-time scheduling rules, collect deposits, and capture insurance details automatically. By the end of this module, you’ll be equipped to provide a frictionless financial and booking experience for your patients.

What's included:

2 videos

18 readings

2 assignments

2 Case studies

Welcome to Module 4: Maximizing Practice Efficiency, where you will master the advanced tools designed to streamline your daily operations and back-office workflows. You will begin by learning how to automate benefit checks with Insurance Verification, followed by managing internal office duties and patient follow-ups through our centralized Tasks system. From there, you will explore Patient Flow, a real-time dashboard for tracking the patient journey and improving office coordination, and conclude with Voicemail Drops, a high-efficiency tool for delivering pre-recorded messages directly to patient inboxes. By the end of this module, you’ll know how to leverage these features to eliminate manual bottlenecks and keep your practice running at peak performance.

What's included:

4 videos

28 readings

4 assignments

1 Case study

Welcome to Module 5: Elevating Patient Accessibility, a concise look at the tools that put the power of the practice directly into your patients' hands. In this module, you will learn to manage the Patient Portal, a secure, all-in-one digital hub where patients can independently pay balances, review their treatment history, and complete documentation from anywhere. You will also master the Kiosk system, discovering how to utilize iPads or browser-based check-in stations to eliminate paper charts and sync patient data instantly to your PMS upon arrival. By the end of this module, you will know how to provide a modern, self-service experience that reduces front-desk friction and empowers your patients.

What's included:

2 videos

12 readings

2 assignments

1 Case study

Welcome to Module 6: Expanding Patient Access & Convenience. This module focuses on providing your patients with modern, flexible ways to interact with your practice both at home and in the office. You will explore the Patient Portal, a secure online hub that empowers patients to manage their own care by reviewing treatment plans, paying balances, and communicating directly with your team. Additionally, you’ll learn to implement the Kiosk system, using iPads or browser-based tools to provide a seamless, paperless check-in experience that syncs data instantly to your PMS. By the end of this module, you’ll be able to offer a frictionless journey that enhances patient satisfaction and significantly reduces administrative overhead.

What's included:

2 videos

15 readings

2 assignments

1 Case study

Welcome to Module 7: Leveraging the AI Assistant. In this final module, you will discover how to harness the power of artificial intelligence to transform your daily operations and data management. You will learn to use the AI Assistant suite to automate complex workflows and gain instant practice insights using simple, natural language commands. This includes mastering the PiQ Assistant to generate high-level KPI reports and graphs, utilizing the RiQ Assistant to pinpoint specific patient lists within Revenue IQ, and employing AI tools to draft polished, professional patient communications and review responses. By the end of this module, you’ll be able to work smarter and faster by letting AI handle the heavy lifting of data analysis and content creation.

What's included:

1 video

5 readings

1 assignment

1 Case study

Webinars

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Flow Onboarding Journey

What's included?

Explanatory videos

Case
Studies

Certificates
/ Badges

Additional material

What You'll Learn?

Onboarding & Implementation

Strategic Feature Expertise

Technical Setup & Support

Certification

Develop your Professional skills

Customer Success management

Product Feature Fluency

Guided Installation Facilitation

Badge awards

Course Modules

What's included:

What's included:

What's included:

What's included:

What's included:

What's included:

What's included:

Explore More..!

Webinars

Develop your skills

Read. Watch. Learn.

We've got the answers!

You’ve Got Questions, We’ve Got the Answers!

Pages

Policy Pages

Flow Onboarding Journey

What's included?

Explanatory videos

Case Studies

Certificates/ Badges

Additional material

What You'll Learn?

Onboarding & Implementation

Strategic Feature Expertise

Technical Setup & Support

Certification

Develop your Professional skills

Customer Success management

Product Feature Fluency

Guided Installation Facilitation

Badge awards

Course Modules

What's included:

What's included:

What's included:

What's included:

What's included:

What's included:

What's included:

Explore More..!

Webinars

Develop your skills

Read. Watch. Learn.

We've got the answers!

You’ve Got Questions, We’ve Got the Answers!

Pages

Policy Pages

Case
Studies

Certificates
/ Badges