Medical Office Manager

Tool Box

Medical technology and equipment maintenance checklist

"The computer system is down," are words nobody wants to hear. Maintaining the technology and equipment in your medical office is essential to ensure smooth operations, patient safety, and compliance with healthcare regulations. Use this checklist to keep your office’s technology and equipment in optimal condition. Daily Tasks Check Electronic Health Record (EHR) … [Read more...] about Medical technology and equipment maintenance checklist

Quality improvement checklist for medical office managers

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

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

HIPAA compliance checklist

Having a complete HIPAA compliance program is important to your organization. Run through this HIPAA compliance checklist to see if you have your foundation of HIPAA compliance in place and easily retrievable. HIPAA Policies and Procedures HIPAA privacy policies, procedures, and forms HIPAA security policies, procedures, and forms HIPAA Breach Notification policy and … [Read more...] about HIPAA compliance checklist

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

Summer vacation staffing checklist for medical office managers

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

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