Introduction Running a smooth and professional medical practice starts and ends with a consistent routine. This Daily Opening and Closing Checklist helps ensure your office is fully prepared to welcome patients in the morning and properly secured at the end of the day. By following these steps, you reduce the chances of overlooked tasks, maintain HIPAA compliance, and create a … [Read more...] about Daily Opening and Closing Checklist for Medical Offices
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Offering AI Upskilling as a Job Benefit: A Smart Move for Office Managers
You’re always thinking about how to support your team, boost productivity, and stay competitive in a changing workplace. One way to do all three? Offer AI upskilling as an employee benefit. You’ve probably heard plenty of buzz about artificial intelligence transforming industries—but the practical question is: how can your team keep up? The answer might be simpler than you … [Read more...] about Offering AI Upskilling as a Job Benefit: A Smart Move for Office Managers
Using Performance Improvement Plans (PIPs) Effectively with Staff
One of the toughest parts of your job is addressing underperformance. It’s never fun to have those difficult conversations, but when handled thoughtfully, they can be a real turning point—not just for the employee, but for your whole team. That’s where a Performance Improvement Plan (PIP) comes in. Done right, a PIP isn’t a punishment—it’s a tool for clarity, accountability, … [Read more...] about Using Performance Improvement Plans (PIPs) Effectively with Staff
Daily Operations Checklist for a Medical Office Manager
Your role is crucial in ensuring that daily operations run smoothly and efficiently. This checklist is designed to help you stay organized and on top of the key tasks that contribute to a well-functioning medical office. By following this checklist, you can ensure that your office provides a clean, safe, and efficient environment for both patients and staff. 1. Patient … [Read more...] about Daily Operations Checklist for a Medical Office Manager
How to Handle Chronically Late Staffers Without Losing Your Cool
You’ve probably dealt with it more than once: that one employee who always seems to stroll in 10, 15, or even 30 minutes late. Not just once in a while—but regularly. It throws off team dynamics, irritates coworkers, and sends the message that punctuality is optional. The trick is handling it without creating unnecessary drama—or letting it slide until it becomes a major … [Read more...] about How to Handle Chronically Late Staffers Without Losing Your Cool
Cheat Sheet: Common Medical Office Software Functions
This cheat sheet provides a quick guide to understanding the essential functions of commonly used medical office software systems, including Electronic Health Records (EHR), practice management software, and billing systems. Use this to ensure efficient, accurate, and streamlined processes. 1. How to Search for and Update Patient Records Search Patient … [Read more...] about Cheat Sheet: Common Medical Office Software Functions
Crisis Management: Preparing for and Responding to Unexpected Events
In a medical office, crisis management isn’t just about handling emergencies—it's about being prepared for and responding effectively to unexpected events that could disrupt your practice and impact patient care. Whether it’s a natural disaster, a data breach, or an unforeseen staffing issue, having a solid crisis management plan is essential for maintaining the safety, … [Read more...] about Crisis Management: Preparing for and Responding to Unexpected Events
Patient Experience Checklist
Here's a Patient Experience Checklist tailored for a medical office manager to ensure a positive patient experience: Welcoming Patients Greet patients promptly and courteously as they arrive. Ensure front desk staff maintains a friendly and professional demeanor. Provide any necessary forms or information efficiently. Waiting Area Management Confirm … [Read more...] about Patient Experience Checklist
Mastering Patient Communication in Healthcare
Strategies to Improve Satisfaction and Build Trust By Tania Chevalier, CMPE Introduction: Communication Is Clinical Care Clear and thoughtful communication is one of the most powerful tools in any medical practice. It is not just an administrative skill. It is a clinical one that affects outcomes, drives patient satisfaction, and directly impacts the practice’s reputation … [Read more...] about Mastering Patient Communication in Healthcare
How to Set up your Successor for Success as You Retire
As you approach retirement, you've probably been reflecting on your journey as a medical office manager—the challenges you've overcome, the systems you've refined, and the relationships you've built. Leaving all of that behind can be bittersweet, but one of the most important things you can do before you retire is to ensure a smooth transition for your successor. Setting them … [Read more...] about How to Set up your Successor for Success as You Retire