Planning for summer staffing, when many people want to be away on vacation, should have started well before today, but here's a checklist to make sure you have thought of everything. 1. Plan Early and Communicate: Request Vacation Schedules Early: Ask staff to submit their vacation requests at least 2-3 months in advance. Create a Vacation Calendar: Post a visible … [Read more...] about Summer vacation staffing checklist for medical office managers
Tool Box
Model Tool: Office move checklist
Why you need this checklist: When moving offices, there is no room for error. Every day that physicians can't get into the new location or can't see their patients, the practice is out of business. The key to success is good planning. How this checklist helps you: This checklist contains essential items you must consider for a successful move. How to use this … [Read more...] about Model Tool: Office move checklist
Model Tool: Employee referral form
Why you need this form: Employee referral continues to be the No. 1 source of external hires. Good employees know other good employees, so why not tap this valuable pipeline of potential job candidates? How this form helps you: This customizable, sample form provides a mechanism for tracking employee referrals. How to use this form: This Model Form serves as a template. … [Read more...] about Model Tool: Employee referral form
Model HIPAA Privacy Reminder to Reception and Other Staff
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
Model Tool: Job description template
Why you need this model tool: Job descriptions are critical management documents. A medical office manager should make sure there is a formal, written job description for every position. How this model tool helps you: This template provides the major categories that you should include in your job descriptions along with an explanation of what to include in each … [Read more...] about Model Tool: Job description template
TOOL: Model Employee Illness/Injury Reporting Policy
The OSHA Recordkeeping Standard requires you to record and potentially report work-related illnesses and injuries. Reporting of illnesses and injuries is also crucial to investigating, identifying and correcting problems that can lead to further incidents and OSHA violations. So, it’s crucial to establish a policy and procedure for workers to report workplace injuries and … [Read more...] about TOOL: Model Employee Illness/Injury Reporting Policy
Model Tool: Catastrophic leave program donation form
Why you need this form: Leave-sharing programs must meet certain criteria in order to be valid under the Internal Revenue Service's general tax rules and under various state laws. How this form helps you: A leave-sharing program must be in writing and created as a "leave bank" into which employees may deposit donated leave. How to use this form: Check with your state law … [Read more...] about Model Tool: Catastrophic leave program donation form
Model Policy: Medications error reporting
Establishing a written Policy for dealing with medication errors is crucial. Although each practice will handle things differently, that policy should, like the Model Policy below, define “medication errors,” describe how those errors must be reported and to whom, and set out a procedure for assessment and analysis of medications error data generated by reporting. … [Read more...] about Model Policy: Medications error reporting
Office safety inspection checklist
The best checklist for your workplace is one that has been developed for your specific needs. The examples outlined below do not list all the possible items for office inspections. Whatever the format of the checklist, provide space for the inspectors’ signatures and the date. Inspectors: Date: (O) Satisfactory (X) Requires … [Read more...] about Office safety inspection checklist
COMPLIANCE: A 10-step compliance strategy for OSHA Recordkeeping Rules
January is the season when employers must compile their OSHA logs for the previous year. Here’s an overview of the OSHA Recordkeeping Standard and a 10-step strategy to ensure compliance. Step 1: Figure out if your office is covered Physician offices are among the industries listed by North American Industry Classification System (NAICS) as being partially exempt from the … [Read more...] about COMPLIANCE: A 10-step compliance strategy for OSHA Recordkeeping Rules