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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

National Memo Day: A Reminder to Master the Art of the Office Memo

May 21, 2025

National Memo Day, celebrated each year on May 21, might not be the most famous observance on your calendar—but as an office manager, it’s a great opportunity to take a fresh look at how you communicate through memos. Whether you’re a frequent memo-sender or haven’t written one in years, this day is a nudge to reflect, refine, and maybe even reboot your approach. If your inbox … [Read more...] about National Memo Day: A Reminder to Master the Art of the Office Memo

Tips for hiring summer temps

May 13, 2025

As the summer season approaches, medical offices often face unique staffing challenges. Regular staff may take extended vacations, and patient volume can fluctuate. Hiring temporary staff can be a strategic solution to maintain smooth operations and ensure continued patient care. Here are some tips to help you effectively hire and integrate temporary staff into your medical … [Read more...] about Tips for hiring summer temps

How to Create a Calm, Focused Environment in a Small Office

May 7, 2025

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

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