Featured case study · Design-stage projectMedical Clearance
Tracker Simulation
Helping dental teams document follow-up, distinguish receipt from approval, and escalate unresolved clearance at a seven-day checkpoint.
Performance analysisScenario practiceGagnéDownload Keynote deck ↓
Download Pages project ↓
Watch: Clear the Patient
Medical-clearance training video · 3 minutes
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The problem & audience
Dental assistants and coordinators manage requests across outside providers. Inconsistent follow-up documentation can obscure ownership and unresolved items. Training addresses the documentation and escalation behaviors within the team’s control.
Design decisions & my role
The case study connects workplace analysis, learner needs, measurable objectives, and a shared-tracker simulation. Short practice decisions provide immediate explanatory feedback. The demonstration activity and downloadable brief were newly prepared for this portfolio from the case-study concept.
Assessment & evaluation
Assess accurate status, dated follow-up, ownership, next action, and escalation. A proposed pilot would compare documentation completeness and clearance timing with a baseline. This portfolio reports no implementation outcomes.
