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 the office
Keep those payables paid with efficient procedures
Managing your medical office's financial obligations effectively not only ensures the smooth operation of your practice but also upholds its financial integrity. Here are the steps to establish efficient accounts payable procedures that help maintain financial stability, ensure compliance, and build strong vendor relationships. 1. Develop a Clear Accounts Payable Policy: … [Read more...] about Keep those payables paid with efficient procedures
7 ways to communicate power when you write and speak
As a medical office manager, the way you communicate can significantly impact how your team, patients, and colleagues perceive your leadership. Whether you're writing an email or speaking in a meeting, your words can convey authority and confidence. Here are seven ways to communicate power when you write and speak. 1. Be Clear and Concise Powerful communication starts with … [Read more...] about 7 ways to communicate power when you write and speak
National Memo Day: A Reminder to Master the Art of the Office Memo
National Memo Day, celebrated each year on May 21, might not be the most famous observance on your calendar—but as an office manager, it’s a great opportunity to take a fresh look at how you communicate through memos. Whether you’re a frequent memo-sender or haven’t written one in years, this day is a nudge to reflect, refine, and maybe even reboot your approach. If your inbox … [Read more...] about National Memo Day: A Reminder to Master the Art of the Office Memo
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
7 terms to include in your patient debt collection agency services contract
Outsourcing patient collections enables medical practices to generate needed cash flow and concentrate on clinical operations. That, at least, is the theory. But the strategy does not always work. One of the key factors of success is the actual services contract the medical practice signs with the agency. Many a medical practice has seen the anticipated benefits of outsourcing … [Read more...] about 7 terms to include in your patient debt collection agency services contract
Why Every Office Manager Should Create Standard Operating Procedures (SOPs)
You’re the hub of activity and the go-to problem solver when you are an office manager. You’ve probably answered the same questions more times than you can count or had to troubleshoot chaos when key team members were out of the office. These scenarios—and many more—underscore the critical need for Standard Operating Procedures (SOPs) in your office. SOPs might not sound … [Read more...] about Why Every Office Manager Should Create Standard Operating Procedures (SOPs)
Your Role in Preventing Malpractice as a Medical Office Manager
You may not be diagnosing patients or performing procedures, but as a medical office manager, you're on the front lines of malpractice prevention every single day. Your systems, your team, and your oversight all play a critical role in creating an environment where care is safe, efficient, and legally sound. And while the clinical staff handles the medicine, you're the one who … [Read more...] about Your Role in Preventing Malpractice as a Medical Office Manager