This cheat sheet provides a quick guide to understanding the essential functions of commonly used medical office software systems, including Electronic Health Records (EHR), practice management software, and billing systems. Use this to ensure efficient, accurate, and streamlined processes. 1. How to Search for and Update Patient Records Search Patient … [Read more...] about Cheat Sheet: Common Medical Office Software Functions
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Mandatory training compliance checklist
Ensuring that all staff have completed mandatory training is critical for maintaining compliance and promoting a safe, effective work environment. Use this checklist to streamline the process and confirm that every team member has met their training requirements. 1. Identify Required Training Programs List all mandatory training required by local, state, and federal … [Read more...] about Mandatory training compliance checklist
CHECKLIST: 7 November Tasks for a Smooth Medical Office Finish
As the end of the year looms, November is a perfect month to dive into key tasks that will set your medical office up for a productive finish and an even better start to next year. With the holidays around the corner, it's all about checking off high-impact items before things get even busier. Here are some essential areas to tackle this month. 1. Year-End Financial … [Read more...] about CHECKLIST: 7 November Tasks for a Smooth Medical Office Finish
Check this! Your essential staff management checklist
Managing staff effectively is one of the key responsibilities of a medical office manager. Ensuring that your team is organized, well-trained, and supported can significantly improve both patient care and office efficiency. Below is a checklist to help guide you through essential tasks in staff management. Conduct Regular Staff Meetings Schedule consistent meetings … [Read more...] about Check this! Your essential staff management checklist