Intake (signed AOR/BOR), carrier notifications and confirmations, client communications with care and concern. Epic Essentials/Benefits workflows (Applied University), Total CSR, Guardian Learning Works, HIPAA, EPIC tips & tricks. Process and procedures outlined in training track based on 90 days onboarding. Access/training completion; Ninety measurables, correct activity/attachments; zero missed carrier notifications during AOR; positive feedback. Client - first, single source of truth in Epic, weekly check - ins and 30/60/90 reviews. Clear goals: Welcome first 30 days, explicit client - first/AOR continuity outcomes, training and role clarity in first 90 days.