Practice Assessment
Normally, a practice assessment focuses on general areas and
would not cover every topic in this outline. It is our
experience, however, that the topics specified below are
the major issues with which we should be concerned.
Introduction:
Practice Strategy, Mission Statement, Values, Goals, Objectives and Historical Background (Date of Organization, Legal Structure, Networks, Contracts, Other Pertinent Information)
Personnel Management
Wage, Salary and Benefits Program
Job Descriptions and Responsibilities Review; Job Design
Personnel Manual Analysis
Staff Meetings and Communications
Teambuilding
Staff Attitudes
Employee Performance Reviews
Physician Recruitment
Staff Development and Training Programs
In House Payroll Analysis
Physician Salary/Benefit Program
Governance Policy (Organizational Structure) Staffing and
Lines of Authority
Employee Health and Safety
Personnel Files Issues
Productivity Improvement
Financial Management
Financial Policies
Collection and Billing Procedures
Cash and Deposit Reconciliation Procedures
Accounts Receivable Analysis
Third Party Reimbursements and Fee Analysis
Superbill/Fee Ticket/Routing Slip Systems
Practice Productivity Statistics
Insurance Processing and Percentages by Carrier
Capitation Analysis
Overhead Analysis
Supply Purchasing Arrangements - Material Management Evaluation
Inventory & Control
Financial Reports
Cash Flow
Balance Sheet
Income
Operating & Capital Budgets
Ratio Analyses
Physical Plant
Evaluation of Office Design as it affects Patient Flow
Available Equipment for your Medical Specialty
Office Equipment Analysis; Lease - Purchase Agreements
Evaluation of Telephone and Dictating Equipment
Medical Records Filing Systems
General Condition of the Physical Plant and Spatial Conditions
Safety & Security (Right-To-Know, Chemicals, Alarm System)
Disaster Plan
Risk Management
Future Office Construction or Renovation Plans
Computer System Analysis
Laboratory Facilities/Policy (Ancillary Services)
Quality Control/Assurance
Practice Marketing:(Description of Market & Products/Services)
Internal Marketing
Practice Brochure
Patient Educational Literature
Appointment Systems
Appointment Recall Systems
Appointment Reminder Systems
Missed Appointment Follow-ups
External Marketing: (Size and Nature of Market, PR)
Advertisements (Yellow Pages, Etc.)
Educational Programs to Seniors, Etc.
Involvement with Nursing Homes and Community Outreach
Programs, Networking within the Medical Community
Market Demographics (age, sex, geographic location, etc.)
Patient Surveys
Referral Source Analysis
Sports/Medicine Physical Fitness
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