"When our long-standing Practice Manager retired, we worried about transitioning a new manager into such a complex role—especially one who'd never worked in primary care or dispensary operations. My PM turned out to be the perfect handover tool. With its coaching features and AI-assisted templates, our new manager settled in quickly and kept us fully compliant."
Dr. Stevens faced a massive gap in expertise during a leadership change. My PM bridged that gap by organizing a detailed handover, offering step-by-step guidance on routine tasks, and providing AI-driven resources for creating essential documents. The result? A seamless transition without missed deadlines or compliance oversights.