SOPs for All Doctors

What is the fastest and least expensive way to create your own Procedures Manual?

• Buy Standard Operating Procedures for All Doctors and any needed Specialty SOPs books (with disks).

• Gather your staff and begin customizing the model manual in the book, by computer, into your own practice Procedures Manual—or let a Certified SOPs Consultant help you with the process.

• Celebrate! (Then set up a process to continually update your SOPs manual, at staff meetings, problem-solving sessions, and personnel reviews.)

An easy-to-use procedures manual lets you and your office focus 100% on your patients.

Standard Operating Procedures for All Doctors includes 80% of all doctors’ needs. Specialists have additional needs, so the supplemental books in the MEDICAL SOPs LIBRARY expand their selection.

Looking for a way to quickly train new employees in the way you want things done in your office? Your own customized standard operating procedures cut the learning time from months to days. Seeking a record of your standards of care in writing? SOPs again. Thinking some day of selling your practice and wondering how to make it so operationally solid that any doctor would jump at the chance to buy it? SOPs!

SOPs aren’t magic, rather the core of your procedures manual and the operational elements of your office set down in optimal form. These books/diskettes help get your office down on paper.

Table of Contents

Medical Communication Unlimited now offers STANDARD OPERATING PROCEDURES for ALL DOCTORS, which contains 139 specialized standard operating procedures. This book provides the general, core SOPs that all doctors need, for the front office, back office, bookkeeping, and management departments. This material is in a three-ring format and it is accompanied by a binder and a computer disk with all of the SOPs in their own files on an IBM/compatible or Macintosh computer in Microsoft Word, Word Perfect, or text (RFT).

SECTION I

How to Create and Customize Your Own Manual

Introduction

Chapter 1. Strategic Planning for Peak Performance, Service, and Profits

Chapter 2. Building Your Own SOPs Productivity Pyramid

Chapter 3. A SOP for SOP-Building

SECTION II

Chapter 1. Mission Statement and Objectives

Sample Mission Statement and Objectives
Mission Statement Questionnaire
Desired Outcomes: Fulfill the Mission Statement

Chapter 2. Jobs Descriptions, Evaluation Forms, and Task Inventories

Front Office Job Tasks
Lead Receptionist
Check-In Receptionist
Check-Out Receptionist
Medical Office Operator
Accounts Receivable, Insurance Billing, and Data Entry Team Leader
Lead Medical Records Technician
Medical Records Clerk
Clinical Office Job Tasks
Nurse Practitioner
Nurse Supervisor
Medical Assistant
Office Manager
Overall Evaluation
Performance Plan

Chapter 3. General Front Office

Opening the Front Office
Closing the Front Office
Checking In with the Answering Service
Checking Out with the Answering Service
Answering the Telephone
Appointment Scheduling
General Guidelines
Abbreviations Used in Scheduling
Verbal Skills
New Patient
Follow-up or Return Visit Appointment
Patient Request for Medical Records
Insurance Carrier Request for Medical Records
Filing Lab Results and Correspondence
Managing Patient Finances
Collecting and Authorizing Credit Card Payments
Preparing for the Next Day
Pulling Charts
Superbill and Chart Prep
Generating, Typing, and Posting Schedules
Sample Schedules
Morning Huddle and Week-at-a-Glance
Ordering Supplies

Chapter 4. Bookkeeping and Data Entry

Data Entry: Basic Routine
Data Entry
Closing out the Day
End of Month Closing
End of Year Closing
Refunds
Insurance Processing
Electronic Claims Transmission
Mailing Forms
Managed Care / Capitation
Tracking Insurance
Preparing for Statements
Printing and Mailing Statements
Mid-Months
Handling Patients’ Questions
Insurance Resource Guide
Referring Accounts to Collection

Chapter 5. General Back Office

Opening the Back Office
Closing the Back Office
Check of Expiration Dates of Perishables
Logging Refrigerator/Freezer Temperatures
Temperature Log
Stocking Supplies in the Lab Area
Stocking Exam Rooms
Cleaning Exam Rooms
Clean/Disinfect Reception Area
Sterilizing Instruments
Prescription Refills / Patient Telephone Requests
Clinical Staff Dress Code
OSHA Requirements / Employee Safety
Office Security Check List
HMO Authorizations
Specialist and Specialty Clinic Appointment Scheduling
Meeting Pharmaceutical Representatives

Chapter 6. Management

The Business of Medicine
Finding and Hiring the Right Person
Hiring Employees
Sample Ads
Personnel Issues
Training Schedule
Front Office Training Schedule
Back Office Training Schedule
Staff Evaluations and Performance Planning
Conflict Resolution
Dealing with the Hostile Patient
Team Building
Staff Meetings
Facilitating a Staff Meeting
Meeting Evaluation
Scheduling and Holding Staff Meetings
Agenda
Strategy Sheet
Goal Sheet
Marketing
Project Descriptions
Patient Questionnaire
Morale Questionnaire
Monitoring Sheets
Morale Boosters

Chapter 7. Forms

Nine Moments of Truth
Job Analysis Questionnaire
The Threebies
Patient Information
Patient Responsibilities Form
Medical Health History Questionnaire
Medical Procedure Note
Patient Sign-In Form
Authorization for Release of Medical Records
Medical Office Advisors and Vendors
Treatment Estimate Form
Eligibility Guarantee Form
Billing Information Request Form
Denial Notification Form
Final Collection Notice
Balance Due Form
Billing Form
Samples of Statement Message Stickers
Batch Header
Referral Form
Supply Checklist
Facsimile Transmittal Form

3-ring binder format. Includes binder and full text CD for either IBM/compatible or Macintosh computers in Microsoft Word, Word Perfect, or text (RFT).