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Tool Box

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

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

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The Heroine with a Headcount: Handling the Disruption Diva

New Generations, New Norms: Managing Gen Z in the Medical Office

How to Compete for Administrative Talent in a Shrinking Labor Pool

Manager briefing: Extreme heat emergency protocols

Why and how to review vendor contracts annually

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They Tossed Me Out…Now They Want Me Back? 

Why Outsourcing Medical Billing Might Be the Best Decision You’ll Make

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