Build a staff assistant from your written procedures
Our procedures live in the practice manager's head, so new front-desk staff interrupt her all day with the same questions.
Editorial workflow No patient data Individual access available
Source check: 2026-11-11 · Physician review: not yet recorded
Try the prompt
An editorial starting template. Use invented examples for a first try; check the result before using it.
The workflow
- Write your procedures down first: practice manual, billing steps, referral steps, phone guide.
- In Claude, create a Project (for example, Staff Training) and upload those documents.
- In the Project instructions, tell it to answer only from your documents and, when the answer is not there, to say so and send staff to the practice manager.
- Test it with real new-hire questions, such as what to do when a patient calls to cancel, and fix wrong or thin answers by updating the documents.
- Share the Project with staff, tell them never to type patient names or details into it, and update the documents whenever a process changes.
Tools and cost
USD unless stated otherwise. Billing periods and eligibility matter. A tool listed here was not necessarily tested in the cited study.
What the evidence supports
Google’s source-based notebook feature can support questions over written procedures. This staff-assistant workflow is an editorial suggestion, not an evaluated training intervention.
Primary product or guidance source · Read the source ↗
Where it goes wrong
Keep the source procedures current and verify answers against them. Use an organization-approved workspace for confidential material.