Optimize U New Employee Training
The Optimize U New Employee bundle is a pre-requisite for all new staff members (all roles) at Optimize U.
Here's what you'll learn:
Enroll in this learning track
Optimize U Core Education 2025-2026
In this course we will cover the basics of being an Optimize U employee. Topics range from vital signs, blood sample collection, safety protocols, scope of practice, HIPAA, and more.
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The Optimize U Patient Experience Standard
Understand the patient experience to craft at every OU clinic Learn the unique expectations of a cash-pay concierge client Know the ‘golden moments’ in which to apply problem-resolution skills Demonstrate the patient experience standard
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Mastering the Patient Experience
Course Objectives: Understand the mindset of an Optimize U patient Learn and apply the 6 core pillars of the Optimize U patient experience Implement the 10 habits of OU staff to build patient conversion and retention
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The Hormone Patient Care Cycle
Course Objectives: Understand the hormone patient life cycle Clarify staff responsibilities at each point in the patient funnel Build conversion and retention through consistency in these practices Understand the 6 pillars of running a clinic
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Speaking Hormone Patient Language
Understand the unique psychology of a hormone patient Learn how to build trust with Optimize U patients Best practices for handling sensitive topics How staff should (and shouldn’t) speak to patients How to handle overwhelmed/frustrated patients
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Creating A Culture of Patient Retention & Lifelong Value
Understand why retention is so critical to the business (as opposed to new client acquisition) Explore the psychology of retention Learn the 6 Pillars of High-Value Patient Retention Practice the Optimize U "Retention Moments" System
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Creating the Optimize U Referral Engine
How staff generate referrals without "selling"
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Advanced Phone Training & Objection Handling
The staff superpower that drives conversion, retention, and revenue
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The Optimize U Cross-Selling System
Optimantra Super User Course
In this course we will cover the most important aspects of Optimantra such as scheduling, payments, document management, charting concepts, and more.
Optimize U ACH Billing
Sexual Harassment Training for Employees