Private Practice Consultant

Table of Contents

 

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Introduction

 

Chapter 1

 

     Preliminary Considerations

 

          Writing Your Curriculum Vitae
          Practice Options and Business Configurations
          Career Transitions:  Academic, Employee-MD and Military
          Engaging Business Advisors
          Adopting a Private Practice Mentality

 

Chapter 2

 

     Recruiting Fundamentals

 

          Evaluating Practice Opportunities
          Knowing When you Need Help...with the Recruiting Process
          Some Things ARE Too Good To Be True
          Employment Contracts, Step by Step
          Knowing When You Need Help... with the Contract Negotiating Process
          Summary Questions 

                        

Chapter 3

 

     Establishing a New Private Practice

 

          Timetable:  The Twelve Month Plan for Avoiding the Last-Week Crunch
          Credentialing
          Practice Support Services
          Facility Planning and Physical Layout
          Patient and Staff Traffic
          Systems Notes
          Lease or Buy?
          Lease Considerations


          Inventory and Equipment
          Dealing With Vendors
          Knowing when you need help...with Real Estate Leases...
          Knowing when you need help...getting an Office Open...

 

Chapter 4

 

     Personnel Administration: More than Hiring and Firing

 

          Philosophy First!
          Physician Orientations: Determining Your Management Style
          Staffing Pattern Considerations
          Salary Scales
          AExempt@ and ANon-Exempt@ Employees

 

Chapter 5

 

     Finding and Keeping Those Really GOOD Staff People

 

           Candidate Sources
           Writing Ads
           Reply Options
           Resume Reviews
           Telephone Interviews
           Interview DO's and DONT's
           Checking References
           Rank Candidates
           Negotiate
          Making Offers
          Candidate Letters
          Advisors

 

     Keeping Staff
          Job Descriptions, Orientation, Training
          Personnel Policies
          Performance Evaluations
          Salary Increases and Benefits
          Staff Development
          Personnel Files

 

     Oops!! What about Not-So-Good Staff People
          Personnel Files

          Document, Document, Document
          Probation, and Probation Again
          Unemployment Claims: How to Win Every Time
          Exit Interviews
          When You Discharge an Employee
          Knowing when you need help... with Personnel Administration

 

Chapter 6

 

     Managing Practice Operations


          Policy and Procedure:  Why You Need Both
          Clinical Procedure Manual Table of Contents
          Office Routine
          Managing the Phones
          Appointment Scheduling 
          Practice Information Brochure
          Patient Education
          Medical Records Management
          Emergency Procedures
          Finding and Using a Practice Management Consultant
          Knowing When You Need Help...with Practice Operations

 

Chapter 7

 

     Risk Management in Private Practice

 

          I. Administrative Compliance Issues
          ADA, FMLA, NPI, CAQH…
          Discrimination, Sexual Harassment, Tax Collection, Mandated Insurance Coverages, Wage and Hour           Regulations

 

          II. Clinical Compliance Issues
          OSHA, CLIA, HIPAA

          Medical Care Issues
          Knowing When You Need Help...with Risk Management Issues
          Risk Management Program Outline for Private Medical Practice
          Presentation Notes for Risk Management Materials

          Case Reviews

 

Chapter 8

 

     Managing the Financial Details

 

          Accounting and Bookkeeping
          Cash Cycles
          Accounts Receivable (A/R)
          Accounts Payable (A/P)
          Patient Financial and Collections Policy
          In-House Collections Program

 

Chapter 9

 

     Finance for Physicians
     by Gregory W. Kasten, MD, Unified Trust Company

 

          Life Insurance Overview 
          Disability Insurance Overview
          Stock, Bond and Mutual Fund Investment Primer
          Retirement Planning
          Fiduciary Liability Issues
          Ten Financial Mistakes you MUST Avoid
          Making the Most of Your CPA:  Reports and Interpretations

 

Chapter 10

 

    Technology Considerations for Medical Practice

 

          Computer System Selection Process
          Developing a Criteria for Software Selection
          Controlling the Demonstration
          Reviewing and Negotiating a Contract
          Clinical Applications

          Patient Education & CME

          Web Sites for Your Practice

 

Chapter 11

 

     Using, Without Abusing, A Practice Management Consultant

 

          The Consulting Role in Private Practice

          The "Flavors" of Consultants

          Narrowing the Project, Pinpointing What/Who You Need

          Interviews and References

          Making the Appropriate USE of the Consultant

 

 

Appendixes

 

     Appendix 1
     Curriculum Vitae Format

 

Appendix 2
     Evaluating a Private Practice Opportunity

 

          Professional considerations
          Economic Factors
          Personal/Family Goals
          Practice Site/Facility
          Office Staff
          Overall Narrative Impression
          Site Visit Summaries
          Questions to Ask During a Site Visit

 

Appendix 3
     Practice Opening Timetable

 

Appendix 4
     Inventory Lists

 

          Business Inventory List
          Clinical Inventory List

 

Appendix 5
     Equipment Pro Forma Budget Worksheet

 

Appendix 6
     Sample Newspaper Advertisements

 

          Formula for Successful Advertisements
          Sample Ads Discussion

 

Appendix 7
     Employee Interviews: Questions to Ask, Questions to Avoid, Answers to Look For

 

          Sample Personnel Interview Questions
          Questions to Avoid
          Answers to Look For

 

Appendix 8
     Sample Job Descriptions

 

Appendix 9
     Employee Policy Manual

 

          Employment Policies
          Compensation Policies
          Employee Benefits
          Employee Safety and Health
          Standards of Conduct and Corrective Action
          Acknowledgment and Receipt
          Employee Benefit Summary

 

Appendix 10
Sample Performance Appraisals

 

          Annual Performance Appraisal
          Probationary Employee Evaluation

          Employee Self-Evaluation
          Employee=s Annual Appraisal
          Management Employee=s Appraisal

 

Appendix 11
     Employee Benefit Summary

 

Appendix 12
     Personnel Counseling Notes

 

Appendix 13
     Patient Information Brochure

 

Appendix 14
     Sample Patient Registration Information
     Sample Patient Encounter Forms

 

Appendix 15
     Employee Release for Reference Inquiry

 

Appendix 16
     OSHA Training Materials

 

          Key Points of OSHA Regulations
          Questions OSHA Inspectors Will Ask Your Staff
          Universal Precautions Summary Points
          Universal Precaution: Blood and Body Fluids Infection Control Procedures
          Most Commonly Disposed Items
          Hepatitis Information Sheet
          Hepatitis B VaccinationBProtection for You
          Hepatitis B VaccinationBResponsibility Tree
          Hepatitis BBPost-Exposure Evaluation and Follow-up
          Enforcement Procedures
          Citations and Penalties
          Occupational, Safety, and Health Administration Regulation Outline
          Federal Register Document, 1992
          Federal Register Document, Amended 2001

 

Appendix 17
     Assessing Your Potential for Risk

 


          Patient Services
          Quaity assurance
          Medical Records
          Office Staff
          Practice Style
          ATwenty Questions@ for Office Assistants

 

Appendix 18
     Instituting an In-House Collections Program

 

          Evaluating Collection Effectiveness
          What is the Collection Ratio?
          Appoint In-House Staff
          Streamline Your Balance Billing Process
          Implement Monitors
          Learn When to Let Go
          Pre-Collection Letters
          Sample Dismissal Letter

 

Appendix 19
     Computer Software Comparison Worksheet

 

Appendix 20
     Computer Vendor Criteria

 

          Vendor Selection Criteria

 

Appendix 21
     SAMPLE Budget Worksheet (Microsoft Excel spreadsheet)

 

Appendix 22
     Expsnse Allocation - Shared vs. Direct Expenses (Microsoft Excel spreadsheet)