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
Tool Box
Sample policy on domestic abuse
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
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
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
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
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
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
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
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 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