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Team choreography

Staff workflow handoff

How work typically flows from front desk through clinician to patient instruction—so nothing critical is left as tribal knowledge.

Handling8 min read

Front desk

  • Confirm identity and appointment purpose without improvising clinical claims about peptides.
  • Ensure the patient invitation email is accurate before sending from Patients.
  • Set expectations: the patient must open the PeptIQ app, complete clinic connection, and review consent scopes.
  • Route clinical questions to the licensed clinician; do not answer dosing from memory at the desk.

Clinician

  1. 1Review history, labs, and candidacy under your clinical standards—PeptIQ is supportive context only.
  2. 2Obtain and document informed consent according to clinic policy.
  3. 3Assign or update a protocol snapshot in the patient chart when appropriate.
  4. 4Verify reconstitution and handling instructions that will be given to the patient.
  5. 5Explain logging expectations and when the patient should contact the clinic.

Patient instruction handoff

The handoff succeeds when the patient leaves with the same facts the chart intends: what to store how, what to log, what “missed” means, and how to reach the clinic. Prefer written or in-app instructions over verbal-only teaching.

  • Teach-back: ask the patient to restate storage and logging steps.
  • Confirm the patient can see the assigned plan in the PeptIQ app.
  • Schedule the first adherence check-in before the visit ends.
  • Record who delivered education and any materials provided.