As the end of the year looms, November is a perfect month to dive into key tasks that will set your medical office up for a productive finish and an even better start to next year. With the holidays around the corner, it's all about checking off high-impact items before things get even busier. Here are some essential areas to tackle this month. 1. Year-End Financial … [Read more...] about CHECKLIST: 7 November Tasks for a Smooth Medical Office Finish
Checklist
Mandatory training compliance checklist
Ensuring that all staff have completed mandatory training is critical for maintaining compliance and promoting a safe, effective work environment. Use this checklist to streamline the process and confirm that every team member has met their training requirements. 1. Identify Required Training Programs List all mandatory training required by local, state, and federal … [Read more...] about Mandatory training compliance checklist
Daily operations checklist for a medical office manager
By following this checklist, you can enhance patient satisfaction, support your team effectively, and create a professional and welcoming environment. Here's a detailed look at the key tasks you should focus on each day to keep your medical office running like a well-oiled machine. Verify Appointment Schedule and Ensure All Appointments Are Confirmed: Review the day's … [Read more...] about Daily operations checklist for a medical office manager
Model Tool: Office move checklist
Why you need this checklist: When moving offices, there is no room for error. Every day that physicians can't get into the new location or can't see their patients, the practice is out of business. The key to success is good planning. How this checklist helps you: This checklist contains essential items you must consider for a successful move. How to use this … [Read more...] about Model Tool: Office move checklist