Operations Checklist

September 1, 2005

To manage daily operations I want to set up standardized policies and procedures. What should I make sure I cover?

Question: To manage daily operations I want to set up standardized policies and procedures. What should I make sure I cover?

Answer: Policies and procedures related to daily operations should address, at a minimum, the following areas:

  • handling of professional courtesy,
  • handling accounts with credit balance,
  • printing a face sheet,
  • voiding a procedure,
  • pre-billing analysis,
  • printing of encounter forms - pursuant to scheduling and on demand,
  • no-show encounter tracking,
  • encounter tracking report,
  • appointment templating,
  • financial agreement, and
  • daily balancing.