The start of a new year is always a busy time for a medical office—but it’s also the perfect moment to make sure you’re ahead of insurance changes that could affect claims, billing, and patient satisfaction. As a medical office manager, staying proactive now can save your team hours of headaches down the road. First, make it a priority to review key insurance updates for … [Read more...] about Insurance Changes for 2026: How to Keep Your Practice Ahead
articles
Taking Care of Yourself as the Work Pace Ramps Up
January can feel like being thrust into a race after a peaceful stroll. The holidays are over, the inbox is full, and deadlines seem to stack up faster than you can tackle them. As the manager of a busy office, you're often the one holding it all together, but who’s holding you together? Let’s be honest: you can’t take care of your team, your patients, or your office if … [Read more...] about Taking Care of Yourself as the Work Pace Ramps Up
How to Create a Calm, Focused Environment in a Small Office
It only takes one loud phone call or a string of interruptions to derail productivity in a small office. When space is limited and everyone works within earshot of one another, creating a calm and focused environment isn’t a luxury—it’s a necessity. Picture this: you’re trying to finalize a report while two coworkers chat about weekend plans right behind you, … [Read more...] about How to Create a Calm, Focused Environment in a Small Office
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
3 steps to success for a new medical office manager
Dear Medical Office Manager: I've just been promoted to manager of a medical office. What should I do now to ensure success? Congratulations on your promotion! Here are three steps you can take to ensure success in your new role as a medical office manager: Get to know your team: Take the time to meet and build relationships with your staff. This will help … [Read more...] about 3 steps to success for a new medical office manager
How to Add an Insurance Specialist to Your Team
Having a skilled insurance specialist on your team is essential for maintaining smooth financial operations and ensuring patient satisfaction. This role serves as a vital link between your practice, insurance companies, and patients. From verifying patient coverage to submitting claims and resolving billing disputes, an insurance specialist helps reduce financial stress for … [Read more...] about How to Add an Insurance Specialist to Your Team
Preparing for an Audit: A Checklist for Medical Office Managers
Use this checklist to stay organized, reduce stress, and be ready for an audit at any time. 1. Patient Records and Documentation Verify all patient records are complete and up-to-date. Confirm that all consent forms are properly signed and filed. Check that medical coding is accurate and matches services rendered. Ensure that any corrected … [Read more...] about Preparing for an Audit: A Checklist for Medical Office Managers
Winter Safety Checklist for Parking Lots, Walkways, and Office Entrances
Winter weather can present significant safety challenges for office managers, employees, and visitors alike. Snow, ice, and freezing temperatures increase the risk of slips, trips, and falls, making it essential to take proactive measures to maintain safe and accessible conditions around your office. This comprehensive Winter Safety Checklist will help you address potential … [Read more...] about Winter Safety Checklist for Parking Lots, Walkways, and Office Entrances
January To-Do List for a Busy Medical Office Manager
The start of a new year is the perfect time to set the tone for success in your medical practice. January often brings a mix of wrapping up the previous year’s tasks, setting goals, and preparing for the months ahead. To help you stay organized, here’s a comprehensive to-do list to keep your office running smoothly and efficiently as you head into the new year. 1. … [Read more...] about January To-Do List for a Busy Medical Office Manager
How to Use Trello to Organize the Front Desk
This Trello board is designed to help your front desk team stay organized, focused, and on top of daily responsibilities. By breaking tasks into clear categories and using visual cues, this tool gives you an at-a-glance view of what needs attention, what’s in motion, and what’s been completed. Each list represents a stage in your workflow, and cards within the lists represent … [Read more...] about How to Use Trello to Organize the Front Desk