Clinical Training Lead

Full-Time | Remote | Form Health

Role Overview

The Clinical Training Lead will serve as the primary owner of onboarding and training for all frontline clinicians—including physicians, NPs/PAs, and registered dietitians. This role ensures every new hire receives standardized, high-quality training, develops clinical confidence, and can deliver care aligned with our workflows, values, and obesity-medicine best practices.

This position will also support the build and ongoing management of Form Academy, our training and development program designed to standardize clinical learning, elevate quality, and enable efficient scaling as we grow. Additionally, this role will be expected to partner with teams across other parts of the business to think through broader learning & development opportunities as Form Health continues to evolve and scale its business. 

This role reports to the Head of Onboarding, Learning and Development  and works closely with the Lead of Medical Education & Training, clinical leadership, subject matter experts and cross-functional business partners.

Key Responsibilities

Clinical Onboarding & Training

• Design and deliver structured onboarding for physicians, NPs/PAs, and dietitians through a combination of live training, guided practice, e-learning, and competency assessments.
• Train clinicians on Form Health’s proprietary technical platforms, including EMR navigation, telehealth tools, and internal workflow systems, ensuring confidence, accuracy, and efficiency in day-to-day patient care.
• Create and provide training on medical workflows, EMR documentation standards, protocol application, nutrition workflows, and patient engagement best practices.
• Lead recurring live training sessions for new hires and clinicians transitioning into new roles or workflows.
• Evaluate trainee competencies through observation, case reviews, documentation checks, and practical assessments.
• Provide enablement and just-in-time support for clinicians using our proprietary technology, offering targeted coaching and resources when a clinician struggles with platform navigation, workflows, or other technical tools to ensure confidence and efficiency in patient care.
• Track trainee progress and follow up with targeted coaching or remediation when needed.

Training Program Development

• Create, maintain, and iterate standardized training materials—including SOPs, checklists, videos, e-learning modules, quizzes, and workflow documentation.
• Support broader Form Health L&D initiatives to ensure alignment, contribute expertise, and provide cross-functional training support as needed.
• Drive knowledge enablement by building and maintaining accessible, scalable resources that empower clinicians to confidently navigate our tools, workflows, and evolving best practices.
• Support the continued implementation and improvement of Form Academy, our internal APP obesity medicine training program.
• Ensure training materials reflect current protocols, clinical standards, and platform updates.
• Work with clinical leadership to identify training gaps and translate those insights into structured solutions and updates.
  
  

Cross-Functional Collaboration

• Partner with clinical leadership (RMD’s Physician Leads, APP Leads, Dietitian Leads) to ensure training aligns with strategic goals, clinical quality standards, and evolving workflows.
• Serve as the internal subject-matter expert on training processes, helping operational teams understand clinical training needs. 
• Collaborate closely with the onboarding team to ensure a seamless experience from offer through ramp.
• Support alignment across disciplines while respecting the unique needs of medical and nutrition staff.
  
  

Continuous Improvement & Quality

• Analyze training data, ramp metrics, quality concerns, and feedback trends to recommend improvements.
• Ensure training is delivered consistently, at scale, and with a high standard of clarity and effectiveness.
• Help reduce clinician burnout by centralizing repetitive, process-driven training away from leadership.
• Support leaders by freeing their time to focus on complex clinical care, mentorship, and strategic initiatives.
  
  

Qualifications

Required

• 3+ years of experience in clinician training, adult learning, onboarding, precepting, or education in a healthcare or professional services setting.
• Experience building scalable learning systems (LMS, e-learning structured certifica