< Back to Index
Journey 8: Playbooks & Training

PO-9 Playbook Library

Browse all practice playbooks organized by behavior and topic. Searchable and filterable. Phase A content covers operational playbooks: phone skills, patient greetings, warm handoffs, follow-up protocols, and front desk procedures -- all PHI-free.

Variation A

Card Grid

A featured "This Week" playbook hero card at top, followed by a 2-column grid of playbook cards. Horizontal filter pills for quick category switching. Each card shows title, category tag, freshness, and read time.

9:15 ...
Playbooks 3 saved
Search playbooks...
All Phone Greeting Handoffs Follow-up Front Desk
[Warm handoff illustration]
This Week Warm Handoffs Master the art of introducing patients to team members with warmth and confidence.
Handoffs Read
Phone Phone Greeting Script v2.4
3 min 2d ago
Greeting Exam Room Welcome Protocol
5 min 1w ago
Handoffs Treatment Presentation Framework
8 min 2w ago
Front Desk New Patient Onboarding Checklist
4 min 1mo ago
3 bookmarked playbooks v
Today
Storefront
Capture
Huddle
Best when: Visual browsing is preferred. The hero card highlights the weekly focus playbook -- useful for practice-wide alignment. 2-column grid shows 4 playbooks at once for quick scanning. Trade-off: less text visible per card at smaller widths. Cards may wrap awkwardly on 320px screens -- consider falling back to 1-column.
- - - - - - - -
Variation B

List View

Compact, scannable list. Search at top, each playbook as a single row with inline category tag, read time, and freshness indicator. Dense information display -- see more playbooks without scrolling. Featured playbook is a subtle highlight row at the top.

9:15 ...
Playbooks 3 saved
Search playbooks...
All Phone Greeting Handoffs Follow-up Front Desk
NEW
Warm Handoffs This week's focus
8 min Handoffs
Phone Greeting Script v2.4 Updated 2 days ago
Phone 3 min
Exam Room Welcome Protocol Updated 1 week ago
Greeting 5 min
Treatment Presentation Framework Updated 2 weeks ago
Handoffs 8 min
New Patient Onboarding Checklist Updated 1 month ago
Front Desk 4 min
Post-Visit Farewell & Rebooking Updated 3 weeks ago
Follow-up 3 min
3 bookmarked playbooks v
Today
Storefront
Capture
Huddle
Best when: The practice has many playbooks (10+) and users know what they're looking for. List view is scannable and efficient -- users can read all 5 titles at a glance without scrolling. The featured row gently highlights this week's focus without dominating. Trade-off: less visual appeal than cards. No preview imagery or descriptions to help users discover new playbooks they didn't know about.
- - - - - - - -
Variation C

Category Sections

Playbooks grouped by category, each section collapsible. The first category (matching this week's focus) is expanded by default. Within each section, playbooks are listed with read times. Feels like chapters in a well-organized training manual.

9:15 ...
Playbooks 3 saved
Search playbooks...
Handoffs This week
2 playbooks ^
Warm Handoffs v3.1 -- Updated 2 days ago
8 min
Treatment Presentation Framework v2.0 -- Updated 2 weeks ago
8 min
Phone Skills
1 playbook v
Patient Greeting
1 playbook v
Follow-up
1 playbook v
Front Desk
1 playbook v
3 bookmarked playbooks v
Today
Storefront
Capture
Huddle
Best when: The practice has playbooks across many categories and staff want to browse by topic. Collapsible sections reduce initial overwhelm -- only this week's focus is open. The "training manual" metaphor feels natural for practice staff. Trade-off: more tapping to find a specific playbook vs. scanning a flat list. Search becomes important for direct access. Consider keeping the last-opened section expanded on return visits.