Operations Checklist

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.