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)