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How ScienceSoft Ensures Effective Knowledge Transfer and Training for Healthcare Software Users

ScienceSoft treats knowledge transfer and user training as an integral part of every healthcare software development project. We recognize that these practices are essential for smooth software adoption and efficient use, especially when software like SaMD directly influences care delivery and patient safety. Our goal is to ensure that your staff and patients can navigate your software easily from day one.

How ScienceSoft Ensures Effective Knowledge Transfer and Training for Healthcare Software Users
How ScienceSoft Ensures Effective Knowledge Transfer and Training for Healthcare Software Users

At ScienceSoft, we make a clear distinction between knowledge transfer and user training as they address different, equally important aspects of software adoption. Knowledge transfer provides users with a comprehensive understanding of the system’s design, purpose, and role within the broader healthcare IT ecosystem. User training, on the other hand, focuses on teaching each user group, e.g., physicians, patient service representatives, or patients, how to effectively adopt the software in their daily tasks.

Common Pitfalls in Knowledge Transfer and User Training ScienceSoft Avoids

Treating the knowledge transfer and user training as a formality

Perfunctory knowledge transfer and user training often lead to low system adoption and may cause risks to patient safety if critical tasks are misunderstood.

Overlooking data privacy

Neglecting the de-identification of patient data for training can result in HIPAA violations.

Improvised, unstructured training delivery

Without proper planning, knowledge transfer often depends on individual initiative rather than a coordinated effort, leading to inconsistent information, overlooked user roles, and poor adoption.

Too much information

Healthcare workers often suffer from mental load and fatigue, especially post-COVID. Overloading them with intensive training increases the risk of poor training results.

One-size-fits-all approach

Each user role has its specific workflows that may differ greatly within one system, e.g., a nurse uses a set of features of a practice management system that doesn’t usually coincide with system features required by a billing specialist. Therefore, providing a universal set of training materials to all user roles may cause confusion and inefficient software use or even provoke software boycotts.

Overuse of technical jargon

Healthcare staff often have no technical background. Training materials full of tech terms can create an impression in users that the system is too complicated to handle and stall the overall training process.

Over-relying on live training

Healthcare workers who are habitually under pressure and heavy workload can easily forget what was told during a live session. In case training recordings with accompanying written materials are not provided, healthcare employees lose an opportunity to refresh their knowledge on software usage, especially when no other forms of training were employed.

ScienceSoft’s Approach to Planning, Delivering, and Supporting Knowledge Transfer and User Training in Healthcare

The knowledge transfer and user training typically take 2–5 weeks, depending on the complexity of the delivered healthcare software (e.g., SaMD, EHR, RCM), the number of clinical and administrative user roles, and the provider’s preferred training format (on-site, virtual, or hybrid).

Our approach is based on the following principles and best practices:

Comprehensive documentation

We create a full pack of structured documentation tailored to healthcare-specific workflows and regulatory requirements, including:

  • Technical documentation for IT teams to conduct future system maintenance (e.g., FHIR API usage and maintenance guides with USCDI data scopes aligned to the 21st Century Cures Act).
  • End user training materials, such as user manuals, onboarding guides, quick-reference guides, FAQs, interactive tutorials, in-app support for everyday tasks, workflow diagrams, step-by-step walkthroughs, and recordings of live remote or on-site training sessions.
  • Compliance-oriented documents, such as audit trails, access control reports, training logs, system configuration snapshots, and more.

Clear planning of the training scope, timing, and method

We analyze the healthcare provider’s training needs and create a structured training plan that outlines the timeline, content, format, responsible persons, and methods of evaluating training outcomes. Then, we define a detailed syllabus and schedule training well in advance so that prospective users can find time in their busy schedules for training.

Tailored training format

We offer both remote and on-site training depending on client needs.

For example, if we deploy a wander management system for a memory care facility, we suggest providing on-site training to our client so that the facility staff can practice responding to real-time alerts, locating patients using tracking equipment, assigning and replacing the wearable wander tags, as these tasks are difficult to simulate remotely.

If a client prefers a remote virtual training mode, we run live training sessions with screen sharing, showing how the system functions (e.g., scheduling, intake, coding workflows). All the sessions are recorded for future reference and supported by written training materials that we provide to users as a reference guide. In our experience, this format is often the most effective.

Role-based approach

We make sure all user roles (e.g., clinicians, nurses, billing specialists, and administrative staff) are fully covered in the training process and conduct training sessions tailored to their unique workflows and responsibilities.

Real-time support and feedback

We conduct Q&A sessions during the training period to address any questions from the users.

Assessment and follow-up

We design role-specific quizzes for major user roles, such as front-desk staff handling patient intake, clinicians responsible for documentation, and billing specialists ensuring code accuracy (for ICD-10, CPT). We assess the quiz completion results and follow up with users who struggle, offering additional guidance, such as brief 1-on-1 sessions.

Additional support on demand

As an option, we provide such services as an ongoing L1–L3 help desk on a care provider’s demand.

Senior Business Analyst and Healthcare IT Consultant

In our healthcare projects, we often start by splitting software users into two groups. We engage early adopters first. They help us find usability issues, refine the software, and improve user manuals. Later, these users often take on the role of ‘super users’ who assist in training their peers.

Choose a Software Development Partner Who Trains Your Users

In healthcare IT since 2005, ScienceSoft makes sure to deliver comprehensive documentation and structured, role-specific user training for successful knowledge transfer and confident software adoption from day one.