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A Medical Office Wish List—From the Patient’s Perspective

June 20, 2025

Let’s be honest—going to the doctor’s office isn’t usually the highlight of anyone’s day. But it can be a lot less stressful, a lot more convenient, and even a little more pleasant when a practice is tuned in to what patients actually want. As a medical office manager, you’re in a unique position to make changes that truly impact the patient experience. And while every patient … [Read more...] about A Medical Office Wish List—From the Patient’s Perspective

🌟 Small Medical Office Manager Cheat Sheet

June 17, 2025

Because managing and doing the work is a whole job — and then some. Running a small medical office often means wearing all the hats: front desk support, team leader, patient scheduler, supply wrangler, and occasional IT hero. This cheat sheet is designed to keep you steady amid the swirl — giving you quick structure, smart shortcuts, and sanity-saving systems to manage your … [Read more...] about 🌟 Small Medical Office Manager Cheat Sheet

Why “Thank You” Matters More Than You Think

June 10, 2025

It’s easy to get swept up in the to-do lists, reports, scheduling, and troubleshooting that fill an office manager’s day. You’re juggling a hundred moving pieces, and just getting through the day without a printer jam or a staff meltdown feels like a win. But amid the whirlwind, there’s one small habit that can make a big difference—for morale, for relationships, and even for … [Read more...] about Why “Thank You” Matters More Than You Think

Bringing Patients Into the Loop: Communicating and Managing the Insurance Verification Process

June 10, 2025

Insurance verification can feel like a behind-the-scenes operation, but for patients, it’s often a source of stress, confusion, and surprise bills. Helping patients understand what’s happening, why it matters, and what they need to do can go a long way toward creating a more transparent and positive experience at your practice. Here’s how to bring patients into the insurance … [Read more...] about Bringing Patients Into the Loop: Communicating and Managing the Insurance Verification Process

What Is Trello—And How Can It Help You Run Your Medical Office More Smoothly?

June 10, 2025

When you’re managing a busy medical office, you need more than sticky notes and mental checklists to keep everything organized. Enter Trello and similar project management tools. If you’ve heard the name but never had time to dig in, here’s a quick rundown of what Trello is—and why it could become one of your favorite office tools. What Is Trello? Trello is a digital task … [Read more...] about What Is Trello—And How Can It Help You Run Your Medical Office More Smoothly?

How to Use Trello to Organize the Front Desk

June 10, 2025

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

Good Things to Work on in June: A To-Do List for Medical Office Managers

June 6, 2025

June can be a unique month in a medical office. The school year is winding down, patients are beginning to schedule around summer vacations, and your staff may be looking ahead to time off. While the pace might shift slightly, this month presents a golden opportunity to catch your breath and get ahead. Here are ten smart projects to tackle in June that will keep your medical … [Read more...] about Good Things to Work on in June: A To-Do List for Medical Office Managers

Dealing with Mean Girls and Mood Leeches

May 28, 2025

 By Lynne Curry A coaching client collapsed into the chair across from my desk, her face telegraphing defeat. “I barely survived a lunch break with Paula from Payroll." "Lexy, what happened?” I asked. “Paula looked at my quinoa bowl and said, ‘So, you’re dieting—Is it working?’ Then she asked, ‘Are you still doing the dating apps? What’s it been, a year?’” A few … [Read more...] about Dealing with Mean Girls and Mood Leeches

📋 Quick Checklist: 5 Financial Metrics Every Medical Office Manager Should Watch

May 28, 2025

Keeping a close eye on the financial health of the practice is just as important as managing patient flow and team operations. This quick checklist covers five key metrics that help ensure billing processes run smoothly, collections stay strong, and accounts receivable don’t spiral out of control. Use it as a monthly guide to spot potential issues early and make informed … [Read more...] about 📋 Quick Checklist: 5 Financial Metrics Every Medical Office Manager Should Watch

7 ways to communicate power when you write and speak

May 25, 2025

Effective communication plays a vital role in shaping how team members, patients, and colleagues perceive leadership. Whether crafting an email or addressing a meeting, your choice of words can exude authority and confidence. Here are seven strategies to ensure your writing and speaking convey power. 1. Be Clear and Concise Powerful communication starts with clarity. When you … [Read more...] about 7 ways to communicate power when you write and speak

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Re-engage Lapsed Patients While Summer Schedules Are Light

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They Tossed Me Out…Now They Want Me Back? 

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