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Tool Box

Tip Sheet for Organizing and Managing Medical Records Efficiently

September 3, 2025

As a medical office manager, organizing and managing medical records efficiently is essential for maintaining smooth operations, ensuring patient privacy, and facilitating high-quality care. Here’s a handy tip sheet to help you streamline your medical records management: Digital Record-Keeping Invest in a Reliable EHR System: Choose an Electronic Health Record (EHR) … [Read more...] about Tip Sheet for Organizing and Managing Medical Records Efficiently

Hiring Administrative Staff: A Checklist for Medical Office Managers

August 27, 2025

Hiring the right administrative staff is essential to keeping your medical office running smoothly. Whether you're filling a front desk position, a billing specialist role, or an office coordinator job, the right hire can enhance efficiency, improve patient satisfaction, and support your healthcare providers. This checklist will guide you through the hiring process, from … [Read more...] about Hiring Administrative Staff: A Checklist for Medical Office Managers

Model HIPAA Privacy Reminder to Reception and Other Staff

August 18, 2025

Why you need this memo: Your medical office staff understands the imperative of safeguarding personal health information (PHI) and wouldn't let strangers roam about the facilities freely. But it's easy for them to lower their guard when a former employee comes back to the practice, e.g., to pick up a final paycheck or just make a social call. How this memo helps you: This … [Read more...] about Model HIPAA Privacy Reminder to Reception and Other Staff

Quality Improvement Checklist for Medical Office Managers

August 14, 2025

You play a crucial role in ensuring that your practice not only runs smoothly but also continuously improves in quality. Quality improvement isn't just a one-time task—it's an ongoing commitment to making your office more efficient, patient-centered, and compliant with ever-evolving healthcare standards. This checklist is designed to guide you through the key areas of quality … [Read more...] about Quality Improvement Checklist for Medical Office Managers

8 Office Time-Saving Hacks from Other Managers

August 6, 2025

When you’re running a busy medical office, every minute counts. Between managing staff schedules, handling patient concerns, processing insurance claims, and keeping the front desk running smoothly, there’s little room for inefficiency. That’s why we reached out to experienced medical office managers across the country to share their best time-saving strategies—the real-life … [Read more...] about 8 Office Time-Saving Hacks from Other Managers

Sample policy on domestic abuse

July 31, 2025

Domestic abuse is a serious issue that affects individuals of all ages, genders, and backgrounds. It can take many forms, including physical, emotional, sexual, financial, and psychological abuse. Medical offices have a unique role in addressing and preventing domestic abuse, as patients may disclose abuse during a medical appointment or seek medical attention as a result of … [Read more...] about Sample policy on domestic abuse

Manager briefing: Extreme heat emergency protocols

July 22, 2025

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

Employee safety briefing: Summer high temperatures

July 22, 2025

Dear Team, As the summer heat intensifies, we want to ensure your well-being and safety both in the office and during your daily activities. High temperatures can pose health risks and affect your performance, so it's important to take necessary precautions. This safety briefing will provide you with valuable guidelines for staying safe during summer high … [Read more...] about Employee safety briefing: Summer high temperatures

Quick Conflict Resolution Cheat Sheet

July 16, 2025

Workplace conflicts happen—it’s just part of working with people. As an office manager, you’re often the go-to person for keeping things from boiling over and helping everyone get back on the same page. Whether it’s a disagreement between coworkers, frustration over office policies, or just a simple miscommunication, knowing how to step in the right way can make a big … [Read more...] about Quick Conflict Resolution Cheat Sheet

9-point checklist for medical office cybersecurity

July 6, 2025

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

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10 Profit-Boosting Tips for Your Medical Practice

5 Strategies for Safeguarding Patient Confidentiality

Use Smarter Scheduling for Shorter Waits

Tip Sheet for Organizing and Managing Medical Records Efficiently

Why Your Patients Want You to Text Them (And How to Do It Right)

Your Career

Continuous Career Progression Helps You Keep Good Staff

Mastering Modern MedTech: Essential Tech Skills for Every Medical Office Manager

After Vacation Blues: Fixing the Post-Vacation Slump

What It Takes for a Good Manager to Be a Good Leader

Wide Awake and Working (in Your Head)? Here’s How to Power Down for Real

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