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
Managing staff
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
Employee retention: An important art for every office
By Dr. Steve M. Cohen I write so much about widespread employee issues, lawsuits, and "mess management" that I sometimes sound as if I don't value employees. The reality is that good employees are a treasure. That's often especially true in a medical office. But it's also worth noting that reports by a national management company found that more than 60 percent of … [Read more...] about Employee retention: An important art for every office
Dealing with Mean Girls and Mood Leeches
By Lynne Curry A coaching client collapsed into the chair across from my desk, her face telegraphing defeat. “I barely survived a lunch break with Paula from Payroll." "Lexy, what happened?” I asked. “Paula looked at my quinoa bowl and said, ‘So, you’re dieting—Is it working?’ Then she asked, ‘Are you still doing the dating apps? What’s it been, a year?’” A few … [Read more...] about Dealing with Mean Girls and Mood Leeches
7 ways to communicate power when you write and speak
Effective communication plays a vital role in shaping how team members, patients, and colleagues perceive leadership. Whether crafting an email or addressing a meeting, your choice of words can exude authority and confidence. Here are seven strategies to ensure your writing and speaking convey power. 1. Be Clear and Concise Powerful communication starts with clarity. When you … [Read more...] about 7 ways to communicate power when you write and speak
3 steps to success for a new medical office manager
Dear Medical Office Manager: I've just been promoted to manager of a medical office. What should I do now to ensure success? Congratulations on your promotion! Here are three steps you can take to ensure success in your new role as a medical office manager: Get to know your team: Take the time to meet and build relationships with your staff. This will help you … [Read more...] about 3 steps to success for a new medical office manager
10 steps to build your confidence as a new office manager
Starting a new role as an office manager can be an exciting yet challenging experience. It's not uncommon to feel a bit overwhelmed in the beginning, but by taking proactive steps, you can build your confidence and excel in your new position. Here are some valuable tips to help you grow in your role as an office manager: 1. Understand Your Role: Begin by thoroughly … [Read more...] about 10 steps to build your confidence as a new office manager
10 questions to ask the retiring medical office manager
Taking over the role of medical office manager can feel like stepping into big shoes. The retiring office manager has accumulated years of knowledge and insights that you won’t find in a manual or job description. Before they leave, it’s essential to ask the right questions to ensure a smooth transition and set yourself up for success. Here are some key areas to focus on when … [Read more...] about 10 questions to ask the retiring medical office manager
How to improve communication between clinical and admin staff
Strong communication between clinical and administrative staff is essential to keeping a medical office running smoothly and delivering high-quality patient care. When information flows well across roles, it reduces misunderstandings, boosts efficiency, and supports a more collaborative work environment. Here are some practical steps to help improve communication within your … [Read more...] about How to improve communication between clinical and admin staff
Do I Fire A Staffer Who Doesn’t Deserve It?
By Lynne Curry Question: When our newly hired general manager pulled me into his office this morning, he asked me to fire a staff member, an individual I know well and who’s always impressed me as a hard worker. I run our company’s HR department. I asked, “Could you give me the details, so I can create a solid case for our file?” The GM, a fifty-something white man … [Read more...] about Do I Fire A Staffer Who Doesn’t Deserve It?