Your 30/60/90 plan is designed to help you feel supported, confident, and set up for long-term success. These checkpoints are not “tests” — they are structured, intentional moments for reflection, support, and growth.
Each stage builds on the last. We go slowly in the beginning so you can go fast later.
First 30 Days — Orientation & Foundation
This is where you learn:
Your client’s workflows
The EMR/PMS basics
Your scripts and tone
How the practice communicates
The daily expectations for your role
How to navigate your core responsibilities
You will spend this time:
Shadowing
Asking questions
Building confidence
Practicing with support
Reviewing SOPs
Checking in daily with your Virtual Lead
The goal of the first 30 days is clarity, not perfection. We want you to feel grounded and safe.
Days 30–60 — Independent Progress & Skill Expansion
This is where your rhythm develops. You begin to:
Work more independently
Increase your task load
Communicate more directly with the client
Take on higher-level responsibilities
Build speed and efficiency
Demonstrate reliability and consistency
Your Virtual Lead will continue to review your work and give timely feedback.
This is the month where confidence really starts to grow.
Days 60–90 — Integration & Stability
By this stage, you should feel:
Integrated into the client’s team
Confident in your daily responsibilities
Comfortable with the systems
Capable of adapting to new tasks
Clear on expectations and communication
This is also where we identify:
Potential for growth
Cross-training opportunities
Areas where you might expand your responsibilities
Your long-term development plan
The first 90 days are about building the foundation for a long, successful relationship with your client — and the support you receive reflects that.