Coaching

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

1. Click + in the top bar to add a tab.
2. Select Coaching from the template list.
3. 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.