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Assurance Family Medicine · Riley Blake, Practice ManagerDemo workspace
People

Onboarding

Role-class packets with blocking semantics — clinical steps gate clinical duties, not day one.

+ Start onboarding

Riley Blake — Practice Manager

85% complete
Started Jul 8
Offer letter signed
W-4 + CO withholding
Direct deposit
I-9 §1 + §2 verified
E-Verify — employment authorized
Background check (Checkr) — clear
Handbook v4.1 acknowledgment

Jordan Alvarez, MA — Medical Assistant (RMA)

60% complete
Started Jun 29
Blocking: Hep B series — dose 2 of 3 due Aug 2
Offer letter signed
W-4 + CO withholding
I-9 §1 + §2 verified
E-Verify — employment authorized
OIG/SAM pre-hire screen — clear
RMA primary-source verification
Hep B series (2/3) + TB test
HIPAA + OSHA bloodborne training
Handbook v4.1 acknowledgment

Day-one readiness — how packets gate

Payroll-critical (W-4, I-9, direct deposit)Blocks first payroll, not start date
Clinical credentials + immunizationsBlocks patient-facing duties only
E-VerifySubmitted within 3 business days of start — both current hires cleared
OIG/SAM pre-hire screenRun before offer release — both clear