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Tool Box

Sample Policy: Zero Tolerance Policy for Aggressive Behavior

June 25, 2025

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

🌟 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

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

📋 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

What Every Office Manager Needs to Know About HIPAA Today

May 21, 2025

HIPAA compliance isn’t just a legal requirement — it’s a cornerstone of patient trust and professional integrity. In today’s healthcare environment, patients expect their information to be handled with care, and regulators expect your practice to meet strict standards for privacy and security. That’s where this guide comes in. Whether you’re new to HIPAA or just need a … [Read more...] about What Every Office Manager Needs to Know About HIPAA Today

7 terms to include in your patient debt collection agency services contract

May 13, 2025

Outsourcing patient collections enables medical practices to generate needed cash flow and concentrate on clinical operations. That, at least, is the theory. But the strategy does not always work. One of the key factors of success is the actual services contract the medical practice signs with the agency. Many a medical practice has seen the anticipated benefits of outsourcing … [Read more...] about 7 terms to include in your patient debt collection agency services contract

Preparing for an Audit: A Checklist for Medical Office Managers

May 6, 2025

Use this checklist to stay organized, reduce stress, and be ready for an audit at any time. 1. Patient Records and Documentation Verify all patient records are complete and up-to-date. Confirm that all consent forms are properly signed and filed. Check that medical coding is accurate and matches services rendered. Ensure that any corrected … [Read more...] about Preparing for an Audit: A Checklist for Medical Office Managers

HIPAA Compliance Updates for Medical Office Managers

April 28, 2025

As of April 2025, several significant updates to the Health Insurance Portability and Accountability Act (HIPAA) have been introduced, impacting medical office operations. These changes aim to enhance patient privacy, bolster cybersecurity, and improve data interoperability. Below is a summary of the key updates:​ Enhanced Protections for Reproductive Health … [Read more...] about HIPAA Compliance Updates for Medical Office Managers

Daily Operations Checklist for a Medical Office Manager

April 20, 2025

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

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Banish Bad Passwords

How to Use Skills Tests in the Hiring Process

How to Delegate Without Micromanaging

Sample Policy: Zero Tolerance Policy for Aggressive Behavior

What Your Parking Lot Says About Your Practice—and Why It Matters More Than You Think

Your Career

How to Delegate Without Micromanaging

15 questions to ask physicians as a new medical office manager

🌟 Small Medical Office Manager Cheat Sheet

Why “Thank You” Matters More Than You Think

Dealing with Mean Girls and Mood Leeches

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