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Healthcare · HR & Training

Role-Specific SOPs (MA, RN, LCSW, NP)

Written step-by-step procedures defining what each clinical role — medical assistant, nurse, social worker, nurse practitioner — may do and how.

What it usually contains

  • Scope-of-practice limits and supervision requirements for each license type
  • Step-by-step task instructions such as vitals, injections, triage, intake screening, or charting
  • Delegation rules covering what can and cannot be handed off to unlicensed staff
  • Documentation and cosignature expectations
  • Escalation paths for clinical questions and emergencies
  • Competency checklists and training sign-off pages

What the assistant uses it for

Answer questions about which clinical staff member is allowed to perform a given task, how the task should be performed and documented, and when to escalate to a supervising provider. Also used for onboarding, annual competency checks, and settling scope-of-practice disputes.

How it is versioned

A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.

On one AI system

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You already own the documents. We make them the only thing your AI is allowed to answer from, and we keep them current — so nobody quotes last year’s price by accident again.