By Lynne Curry Question: We thought we’d hit the jackpot when we hired “Sonali.” She possessed all the right skills, and her interview dazzled. My manager said, “I love her fresh thinking. Keep her happy; we need her.” The trouble surfaced in week three. Sonali pinged me on Slack. “FYI—our ticket system’s outdated. I built a new one in Notion. Should triple velocity. … [Read more...] about The Heroine with a Headcount: Handling the Disruption Diva
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Manager briefing: Extreme heat emergency protocols
Objective: To ensure the safety and well-being of staff and patients during extreme heat weather conditions through proactive planning, immediate response measures, and ongoing monitoring. Key Points Preparation Emergency Plan Review and update the office’s emergency plan to include specific protocols for extreme heat. Ensure all staff are familiar with the … [Read more...] about Manager briefing: Extreme heat emergency protocols
Wide Awake and Working (in Your Head)? Here’s How to Power Down for Real
By Lynne Curry At 2:38 a.m., Dave lies in bed, wide-eyed and wired. His inbox scrolls across his brain like a breaking news ticker: the half-baked budget draft, the client who’s ghosting, the slap-down from his boss in Monday’s staff meeting. He’s tried everything to fix his workday-fueled insomnia—melatonin, chamomile tea, melatonin, sleep podcasts, magnesium, and even a … [Read more...] about Wide Awake and Working (in Your Head)? Here’s How to Power Down for Real
9-point checklist for medical office cybersecurity
Is your office doing all it can to protect your patients' sensitive medical data? Here's a nine-point checklist to protect the security and privacy of your patients. Use strong, unique passwords for all accounts and change them regularly. Enable two-factor authentication (2FA) for added security. Keep all software and systems up to date with the latest security … [Read more...] about 9-point checklist for medical office cybersecurity
Summer Safety Tips for Your Office and Patients
July heat waves can bring more than just sweaty commutes—they can affect your office operations, your staff’s well-being, and even your patients’ health. While the summer months might feel more relaxed, it’s the perfect time to sharpen your focus on safety, both inside the practice and in the information you share with patients. Here’s how to keep things cool, functional, and … [Read more...] about Summer Safety Tips for Your Office and Patients
Becoming Your Office’s Chief Learning Officer (Without the Fancy Title)
In large organizations, a Chief Learning Officer (CLO) is responsible for developing and overseeing learning and development strategies to ensure employees continuously improve their skills. But what if you could bring that same level of professional development to your medical office? As a medical office manager, you are already responsible for efficiency, team development, … [Read more...] about Becoming Your Office’s Chief Learning Officer (Without the Fancy Title)
How to Delegate Without Micromanaging
If you’ve ever handed off a task only to feel your fingers twitching with the urge to take it back, you’re not alone. Delegation can be tricky, especially when you’re used to being in control or when the stakes feel high. But there’s a sweet spot between giving your team freedom and staying in the loop—and that’s where the magic of good supervision … [Read more...] about How to Delegate Without Micromanaging
Sample Policy: Zero Tolerance Policy for Aggressive Behavior
Our medical office is committed to providing a safe, respectful, and professional environment for our patients, visitors, and staff. While we strive to deliver compassionate care, we also recognize that our team has the right to work free from abuse, threats, and intimidation. This policy establishes a zero tolerance stance on aggressive behavior directed toward our staff or … [Read more...] about Sample Policy: Zero Tolerance Policy for Aggressive Behavior
7 Guidelines for Conducting Insurance Eligibility Checks
Insurance eligibility checks might not be the flashiest part of running a medical office, but they’re one of the most important steps to keep things running smoothly—for both your team and your patients. Skipping this process or getting it wrong can lead to billing headaches, denied claims, and frustrated patients. A strong system for eligibility verification is like having a … [Read more...] about 7 Guidelines for Conducting Insurance Eligibility Checks
Bringing Patients Into the Loop: Communicating and Managing the Insurance Verification Process
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