The 10-Week Implementation Plan

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Week 1: Kickoff & Practice Setup

We build the foundation of your Trainual account, apply branding, organize departments, create your team directory, and begin mapping your practice structure.

Your office will provide your logo, team roster, job titles, doctor bios, office hours, existing SOPs, and practice information.

-02-

Week 2: Practice Foundation

We build your core practice information, including your welcome section, office overview, policies, communication expectations, PTO, dress code, and team guidelines.

Your office will review and approve key policies.

-03-

Week 3: Roles & Accountability

We build role clarity through job descriptions, reporting structure, department responsibilities, and delegation planning.

Your office will review each role and confirm responsibilities.

-04-

Week 4: Patient Flow & Scheduling

We document how patients move through your practice, from first contact to scheduling, clinical flow, handoffs, and next steps.

Your office will walk us through your new patient, recall, hygiene, scheduling, and treatment workflows.

-05-

Week 5: Clinical Systems

We build clinical training foundations, doctor preferences, treatment phase organization, handoff protocols, and clinical SOP structure.

Your office will provide clinical preferences, workflows, and existing protocols.

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Week 6: Compliance & Safety

We organize OSHA, HIPAA, emergency procedures, infection control, sterilization, and incident reporting systems.

Your office will provide current OSHA, HIPAA, and safety documentation.

-07-

Week 7: SOP Migration

We import and organize your written SOPs, forms, checklists, and workflows into Trainual.

Your office will upload existing SOPs and identify missing procedures.

-08-

Week 8: Video Training Library

We upload and organize your training videos into the correct departments, roles, and learning paths.

Your office will provide up to 30 training videos.

-09-

Week 9: Team Training & Quizzes

We create role-based learning paths, department training, quizzes, and knowledge checks to support accountability.

Your office will review team assignments, quizzes, and learning paths.

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Week 10: Final Review & Launch

We complete a final quality review, clean up your Trainual account, train leadership, and prepare your team for launch.

Your office will review the final system, assign team members, and begin using Trainual with confidence.