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How to prepare your business continuity plan

Posted on March 9, 2015 by Jean Eaton in Blog

In our Practice Management Nugget series on January 29, 2015, we spoke with Paul Kirvan of Paul Kirvan Associates (PKA) in our interview, Business Continuity (What’s the worst thing that could happen in your business?) Paul is a recognized leader in business continuity advisory services.

The business continuity (BC) planning process includes project initiation, risk assessment, business impact analysis, strategy development, plan development, plan exercising and maintenance, emergency communications, awareness and training and coordination with public authorities.

Tweet this – Paul’s #1 Tip: Have an emergency response plan for your organization.

No matter how large or small your health care practice legislation, regulation, and business common sense tells us that we need an emergency response plan to protect the safety and well-being of your patients and your employees. You can re-purpose the emergency response plan to develop a business continuity plan. Just make sure you focus on the people, process, facilities, and technology assets your organization needs to function normally.

Prepare your business continuity plan before you open your health care practice. It would be bad luck to have an emergency right away but, if you are prepared, it doesn’t have to be a disaster.

Start your business continuity plan

Your owner and the management team of your healthcare practice should be the champions of developing a business continuity plan in your practice. You might also include information technology support, human resources, building maintenance, media spokesperson ,and risk management advisor. It’s a good idea to set up a project plan, identify project objectives, and set target dates for completion of the assessment.

Assess your office’s critical functions and assets

Conduct an initial assessment of your practices’ critical activities and systems. The assessment sets a baseline that will help identify what is needed to move your organization to a place where everyone on staff is prepared to respond quickly and efficiently to a potentially disruptive event.

Identify potential threats

Potential threats to business continuityYour list of critical activities helps you identify the mission-critical functions of your practice that must be protected and recovered and the employee positions that must be maintained. Knowing this helps you determine your priorities for your next steps.

Develop the plan

Identify the strategies you’ll take to protect your patient/clients, employees, and mission-critical resources. This might include backing up or moving to another location followed by recovering the equipment and information and returning them to normal operations. Include a detailed evacuation plan that each of your employees can access both at work and from their home.

Incident response plan is a step-by-step plan for responding to the incident after it occurs. Include how you are going to make decisions and who has the authority to make decisions. Include detailed phone and contact lists. Make sure the plan is fully documented, both in hard copy and electronic formats.how-to-prepare-your-business-continuity-plan steps

Practice the plan

Exercise the plans periodically to ensure they work as designed and can recover critical systems and return operations to normal. Paul recommends exercising both business continuity and technology disaster recovery plans at least quarterly. Include emergency communications, awareness and training and coordination with public authorities.

A business continuity plan in your practice is critical to protect your employees, patients and your business to be prepared for a crisis. Your goal is to recover your health care practice to where it can provide patient care and support its clinical and administrative teams in a “business as usual” manner.

For more tips, tools, and resources that you can use right away to prepare for business continuity in your practice, see Paul’s interview.

business continuity plan, disaster plan, emergency preparedness, incident response plan, Paul Kirvan, Practice Management Mentor, Practice Management Nugget

What does a medical transcriptionist do?

Posted on March 4, 2015 by Jean Eaton in Blog

In our Practice Management Nugget series on February 26, 2015, we spoke with Loralie Euverman, CHIM, Associate Chair, Medical Transcription Program, School of Health, NAIT. We talked about the skills that a medical transcriptionist learns in their training program and how a medical transcriptionist can provide value to your primary healthcare team.

Tweet This – Loralie’s #1 Tip:

Medical transcriptionists are multi-skilled, multi-dimensional, untapped resource in health care

Medical Transcriptionists training includes medical terminology, anatomy and physiology, pharmacology, diagnostic investigations, office productivity software, and, of course, medical transcription. Individuals with these skills work in many settings including hospitals, laboratories, medical insurance companies, medical research facilities, and private primary health care practices.

What is the traditional workflow for a dictation / transcription service?

Author dictates to an audio device. Transcriptionist listens to the audio and transcribe into written format. The author reviews, edits, and authorizes the transcribed report. The transcriptionist might also be responsible for the distribution of the report.

What are alternate workflows?

Medical transcriptionist may work with many different workflows and technology.

  • Editor – the author dictates and the audio is interpreted by voice to text speech recognition software, the medical transcriptionist provides quality assurance to the transcribed report, direct the transcribed report to the author for authentication.
  • Medical Scribe – the transcriptionist / scribe accompanies the health care provider during the examination or treatment, record the health care provider’s observations.
  • Transcribe written notes – the author scribbles a notation in paper, the transcriptionist transfers the information into a standard typed report or referral letter.

WhatDoesAMedicalTranscriptionistDo

What other tasks could a medical transcriptionist do in primary care practice?

  • Referral co-ordinator
  • Research assistant
  • Relief to other administration roles
  • Executive assistant to health care providers
  • Reception / scheduling
  • Managing templates in EMR systems
  • Medical document editor
  • Documentation / policies / procedures / manuals
  • And so much more!

How do I hire a medical transcriptionist?

Medical transcriptionists can be employed in primary care practices in full or part-time employment position. Medical transcriptionists can also be hired on contract or out-sourcing on an as-needed basis. A transcriptionist will need a standard office workstation with computer and word processing software (MS Word), and transcriber station (head phone, transcriber foot pedal). If you are using an Electronic Medical Record (EMR) the transcriptionist may be able to transcribe directly into the EMR while working at the clinic or from a remote office.

Looking for an employee with keyboarding, skilled in office productivity software, knowledge of medical terminology, self-starter? Consider a Medical Transcriptionist!

Follow the links for more information about the NAIT MT program or salaries for MT.

Medical Transcription Program – NAIT

Alberta Government Information Services (ALIS)

Practice Management Nugget webinar interview with Loralie Euverman, recorded live on Thursday February 25, 2015.

The replay of this interview is now available when you are a member of Information Managers Network. Try out a Trial Membership to access this Practice Management Nugget interview and other webinar replays and resources. And if you’re already a member, just log-in and enjoy!

Bonus tip: There are so many things you need to know to start, maintain, and grow your practice. Join us each Thursday for nuggets of information that you can use right away for your healthcare practice.

Brought to you by Jean Eaton, your Practice Management Mentor.

Join our LinkedIn Groups:

Practical Privacy in Healthcare

Practice Management Nuggets

medical documentation editor, medical scribe, Medical Transcriptionist, NAIT, Practice Management Mentor, Practice Management Nugget, speech recognition, voice recognition

Calendar January 2015

Posted on January 1, 2015 by Jean Eaton in Blog

Happy New Year!

Do you need a new calendar for January?  I've got one here that you can download and use right away!

January 2015 Calendar

This is what I've got for you:

  • January 2015 calendar you can print
  • Privacy poster that you can print
  • Reminders about events at Information Managers that you can attend on line for FREE!
  • Reminder about one task to complete this month for Privacy Officer
  • Reminder about one task to complete this month for Human Resources or Clinic Manager

Here's what it will do for you:

  • Keep you organized
  • Help you to focus on one key task each month to meet your privacy management program objectives
  • Education events for you and your clinic
  • Links to other events this month

Here's what to do next:

January 2015 Calendar
Tweet This!

Tweet This!

Would you like your event to be on our calendar? 

Tweet us at @InfoManLtd

Sign up for Privacy Nuggets Newsletter and select ‘Publications' to receive an email as soon as the February Calendar and Privacy Poster is available!

Arrow_Sign_Up_Privacy_Nuggets

 

 

 

 

 

Calendar 2015 January, Practice Management Mentor, privacy officer

Recruit to your healthcare practice (we have templates for that!)

Posted on November 27, 2014 by Jean Eaton in Blog, Clinic Manager / Privacy Officer

Employees are central to your healthcare practice

New healthcare practices frequently ask how to recruit employees. Here are easy hiring process templates that you can use right away to find your ideal candidate.

Hiring the right employee will make your healthcare practice

  • productive and provide good services to your patients and clients
  • positive place to work and to receive care
  • promote your business

9 Steps to Hiring Employees for your Healthcare Practice

The E-book includes valuable information on how to identify and hire the right employee for the job. We have included key steps to keep good employees and
even key steps to take when employees leave.

Ensure that you create a work experience that is positive, inviting, and allows employees to have fun and make a positive impact in patient care. Your patient's satisfaction with the services that they receive at your practice will continue to improve, too.

The primary job as a manager is to get work done through other people.  As you help employees become successful, you will become successful.

And a little help along the way is a good thing.

 

DT_9_Steps_To_Hiring_Employees_healthcare_Information_Managers_200x3009 Steps to Hiring Employees in your Healthcare Practice

Download the FREE E-Book (pdf) for tips that you can use right away!

 

healthcare, hiring, hiring process templates, How to hire employees, job description templates, practice management, Practice Management Mentor, templates

Document Management Tip Hiring Employees Resource Guide

Posted on November 17, 2014 by Jean Eaton in Members Only

DT_Hiring_Employee_Resource_Package_9_Stages_Information_Managers

 

 

Welcome! Get started here

“How to Hire Employees” Practice Management Nugget webinar replay with Jean Eaton will walk you through the templates in the Hiring Employee Resource Package. Instructions on how to hire employees using these templates and resources.

Audio Only

Audio and Slides

 

E-book (pdf)

All the information that you need in one document that you can download to any device or print to hardcopy. Return to this webpage to access the MS Word templates, listen to the bonus interviews, and check out the regular updates!

Document Management Tip – Hiring Employees Resource Guide
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Share this with Twitter!

 

 

 

MS Word Templates

Download templates as you need them to quickly customize documents for your practice.

INSTRUCTIONS: These template contains wording and content suggestions for a typical medical practice. It is for you to modify to develop your own document.

Click on the template.  Select ‘open' or ‘save as' to save to your computer network.

Each template is divided into sections. The beginning of each section has the words ‘Modify as necessary’. When you click on each section it will highlight in light blue. Make your changes to each section; delete the instructions. Add your clinic letterhead in the header. Update the document name in the footer. Save the customized document to your computer.

This is © 2014 Jean L Eaton, Information Managers Ltd, and may not be shared with any third party. You purchased these templates, so please respect your purchase by not giving it away. You may open the templates,

2Hire_00_Recruitment Package Table of Contents_v4

2Hire_01_Essential_Skills_Criteria_Position_Add Clinic Name_Template_v3

2Hire_02_JobDescription_ClinicManager_Add Clinic Name _Template_v5

2Hire_02_JobDescription_Interpretor_Add Clinic Name_Template_v4

2Hire_02_JobDescription_MOA_Add Clinic Name_Template_v6

2Hire_02_JobDescription_Privacy_Officer_AddClinicName_Template_v2

2Hire_03_ApplicationForm_Add Clinic Name_Template_v5

2Hire_03_JobPosting_ClinicManager_Add Clinic Name_Template_v6

2Hire_03_JobPosting_MOA_Add ClinicName_Template_v10

2Hire_03_SalaryReview_MOA_AddClinicName_Template_v7

2Hire_04_InterviewQuestions_AddClinicName_Template_v5

2Hire_04_IntroductionToAddClinicName_Existing_Template_v6

2Hire_04_IntroductiontoClinic_AddClinicName_NewClinic_Template_v7

2Hire_04_PoliceInformationCheckEdmontonInfoSheet_v52

Hire_05_Candidate_Evaluation_Form_Add Clinic Name_Template_v3

2Hire_05_Candidate_Ranking_Form_Add Clinic Name_Template_v2

2Hire_05_Reference Check Employer Guide Template_v1

2Hire_05_ReferenceCheck_AddClinicName_Template_v4

2Hire_06_LetterofEmploymentOffer_AddClinicName_Template_v4

2Hire_07_EmployeeInformationForm_AddClinicName_Template_v6

2Hire_07_EmployeeOrientation_Checklist_AddClinicName_template_v3

2Hire_07_EmployeeSecurityCheckList_AddClinicName_Template_v5

2Hire_07_TD1_forms_for_2014

2Hire_08_PerformanceAppraisal_AddClinicName_template_v4

2Hire_09_EmployeeSecurityCheckList_AddClinicName_Template_v5

2Hire_09_Exit Interview_InPerson_Phone_AddClinicName_template_v1

2Hire_09_Exit Interview_written_AddClinicName_template_v1

 

Practice Management Nuggets Interview replays

Interview with Nelson Scott, “Interview Right, Hire Right”

 

Interview with Paula MacLean “Employee Engagement – It's not rocket science”

 

Interview with Lauren Sergy, “Successful Employee Orientation”

Updates – New!

2015February12 – Templates updated and published. New Stage 9 – Terminations

2015February12 – Practice Management Nugget webinar replay with Jean Eaton, “How to Hire Employees” featuring the Hiring Employee Resource Package. Instructions on how to hire employees using these templates and resources.

2014December4 – Interviews added – “Employee Engagement – It's not rocket science” with Paula MacLean and Successful Employee Orientation” with Lauren Sergy

2014November25 – E-book updated and published

2014November25 – some templates updated

 

Bonus Items

Free One Month Trial Membership to Information Managers Network Bonus – Privacy Breach Awareness Video!

 Subscribe me to:

Privacy Nugget newsletter and blog articles – about twice a month

Workshop Calendar notice – about twice a month

Publications – previews and announcements of new publications

Practice Management Nuggets – weekly interview series with guest experts

 

healthcare, hiring process, hiring templates, job descriptions, practice management, Practice Management Mentor

Stress is a good thing

Posted on October 30, 2014 by Jean Eaton in Blog

In our Practice Management Nugget series on October 30, 2014, we spoke with Eleanor Frank of Reenoo Workshops.

Stress is a good thing – when there is a beginning and an end. If there is continued stress and unrealistic expectations, then stress can cause significant harm to our health. Eleanor explains 5 things that you can do to navigate stress.

Eleanor’s #1 intervention to reduce stress is to identify your personal values and goals.

What are your values?

When you are clear about your values and goals, you can develop a clear sense of priorities. Only when you have your priorities in place can you decide where you want to invest your energy and time.

Many of us value compassion. Are you able to value compassion for yourself? We each have stress in our days – perhaps dealing with a client, patient, or co-worker who is angry. When they speak in a negative, blaming fashion, you should be able to say, “It’s not OK for you to talk to me like that. Let’s find a way to solve this problem.”

What are the biggest rocks in your life?

Once you have determined your values and goals, you can decide on the priorities, or rocks, that matters most to you.

Eleanor’s passion is to help you to understand stress and suggest interventions that you can use to reduce stress. Unaddressed stress and conflict in the workplace can threaten an organization’s capacity to successfully introduce change.

Listen to the Practice Management Nugget interview with Eleanor for more strategies to constructively use stress and navigate life’s inevitable curves.

Bonus tip: There are so many things you need to know to start, maintain, and grow your practice. Join us each Thursday Practice Management Nugget Interviews for tips, tools, and templates that you can use right away for your healthcare practice.

Brought to you by Jean Eaton, your Practice Management Mentor.

Practice Management Nugget webinar interview with Eleanor Frank was recorded live on Thursday October 30, 2014. Listen to the replay now!

Want to continue the discussion? Join us on LinkedIn groups:

Practical Privacy in Healthcare

Practice Management Nuggets

Practice Management Mentor, Reenoo Workshop, Stress Management

Success not stress (5 things you can do to navigate stress)

Posted on October 24, 2014 by Jean Eaton in PMN Replay, Practice Management Nugget Interview

Is stress becoming a problem for you?

Do you:
• Feel stressed with life’s changes and challenges?
• Have sleep problems?
• Feel worried about the future?
• Feel overwhelmed?
• Have too many things on your To Do list?
• Have too little time for family, friends and fun?

In this 30-minute Practice Management Nugget Eleanor will give you practical information:
• What is stress?
• Tips to build resilience so you can re-charge your battery

 Learning Resources Guide – Success not stress

Reenoo Workshop Nov 5, 2014

Audio Replay

Audio and Slide Replay

 

eleanorfrank jpegEleanor Frank is a Stress & Wellness Consultant certified by the Canadian Institute of Stress & Hans Selye Foundation (internationally recognized leaders in the field of wellness and stress management). Eleanor is a seasoned facilitator with small and large groups to help participants’ practical, common sense approach to navigating through life’s inevitable curves.

Practice Management Nugget interview with Eleanor Frank of Reenoo Workshops will help you to identify stress and 5 things you can do to navigate stress. When you learn how to manage stress you will:

  • Increase your sense of fulfillment and inner peace
  • Reduce your personal and work-related stressors
  • Improve your overall sense of well-being
  • Improve your health
  • Improve your relationships
  • Take charge of your life on a new level

Click to Tweet – Tell your friends!

Join us for Practice Management Nugget interview
with Eleanor Frank of Reenoo Workshops
Thursday October 30, 2014 noon – 12:30 pm MST

Join the webinar training for free

Don’t miss an event – Sign Up Now Practice Management Nuggets Weekly Reminder Email

You don’t have to attend LIVE, but you will miss the Q&A! Replays available for only a limited time.

Eleanor Frank, Practice Management Mentor, Practice Management Nugget, stress

Open for business? (Do you have a sign for that?)

Posted on October 16, 2014 by Jean Eaton in Blog

In our Practice Management Nugget series on October 16, 2014, we spoke with Alex Smith of Bannerz Canada Inc. Here are a few signage tips for your healthcare practice.

Marketing your healthcare practice is an important part of starting your new healthcare practice. Brand recognition and awareness of your new office space is important to both external and internal signs.

Alex’s #1 tip

that healthcare providers and clinic owners can do today to develop effective signage is to have a clear vision of your brand and tone of your business image.

3 common mistakes new practices make when planning signage

There are a lot of decisions to make when planning signage for your practice. It requires a well thought out coordinated plan and knowledge of the industry to come to a successful signage solution. Here are 3 common mistakes made – and what to do instead – to help you with your successful project.

 Mistake #1: Not enough lead time!

Instead, plan your project. It can take three months or more to plan your permanent signage. Here are a few key points for you to consider.

  • Review your lease – signage is often included in your lease agreement. Read the lease again carefully for conditions to visual identity, style, font, color, size, location, lighting, and location.

 (Often you can include items like permission for pylon signage, greenspace signage, etc when you negotiate your lease. See Practice Management Nugget interview with Jeff Grandfield, The Lease Coach, “Leasing Do’s and Dont's for your health care practice” for more information.)

  •  Graphic design artwork – ask for a vector image of logos and other artwork and a statement that you own all rights to images. You might also want .jpg and .png file formats so that you can re-purpose the artwork in business cards, letterhead, etc.
  • Permits and approvals from City and leaseholder
  • Signage Supplier
    • Discuss your options
    • Select your products
    • Your approval
    • Minimum 3 business weeks to produce most products
    • Installation schedule
  • Interim plan – don’t forget temporary signage to let people know that there will be a new office opening soon!
  • Backup plan – just in case the supplies you want can’t be available for your grand opening, consider temporary banners or other signs can use

Mistake #2: Failure to communicate

Make no mistake about it, planning signage requires co-ordination amongst many players – owners, graphic designers, landlords, signage suppliers and installation crew. There are many inter-dependencies – one task has to be completed before the next one can be started. As the project manager, one of your key roles is to keep everyone on task and informed of any changes to the schedule. Make sure that everyone knows how to reach you especially if you are temporarily working from your ‘mobile office’.

Mistake #3: Not having a realistic budget

Knowing what to expect will help you plan a realistic budget for one-time and recurring costs. Here are two common scenarios. Of course, there are regional variances and different qualities of materials. Canadian dollar figures presented here are for illustration purposes.

Store front space common choices

  • Pylon signs (the big sign in the parking lot that lists all the stores and offices) should include the logo, name of the practice and phone number. ($10/square foot)
  • Store front signs are usually ‘box signs’ (LED back-lit signs) are often 12 feet x 4 feet in size or ‘channel letters’ (individual letters affixed to the wall and back-lit) (either about $95-$110 /square foot)
  • Window wrap is a popular item that doubles as signage and window covering. Versatile perforated opaque vinyl sticks to directly to the window. This can come in colorful images or artwork. ($10 / square foot)
  • ‘Open’ digital signs can help to drive foot traffic across the parking lot at eye level
  • Sandwich board signs also provide eye-level signs to passers-by and can include messages like ‘Accepting walk-ins today’.

Office building space common choices

  • Pylon signs
  • Lobby direction signs
  • Door front signs
  • Sandwich board / banner on the street level or lobby

Inside the office

You might also want to consider wall decals, channel letters / logo on inside walls and even floor decals.

Signage for your practice is intended to brand your practice and convey an image of trust of the professional services that you provide. The right signage will increase your visibility to attract new patients and clients to your practice. Project planning and communication with the project team will help you your practice to a great grand opening.

Bonus tip: There are so many things you need to know to start, maintain, and grow your practice. Join us each Thursday for nuggets of information that you can use right away for your healthcare practice.

Brought to you by Jean Eaton, your Practice Management Mentor.

Practice Management Nugget webinar interview with Alex Smith recorded live on Thursday October 16, 2014. Listen to the replay now!

advertising, healthcare, marketing, Practice Management Mentor, Practice Management Nugget, signage

Open for business (Do you have a sign for that?)

Posted on October 15, 2014 by Jean Eaton in Members Only, PMN Replay, Practice Management Nugget Interview

Alex Smith of Bannerz Canada Inc. will help you develop your signage requirements that will save you money, consistently brand your clinic and attract new patients.

In this 30-minute Practice Management Nugget Alex will give you practical information on:

  • Typical signage requirements for a healthcare practice start-up – interior and exterior
  • Trends
  • Tips to re-purpose images and marketing messages
  • Questions to ask potential suppliers
  • Timelines to consider in your project plan
  • Artwork / graphics jargon – what you need to know now

Alex Smith is in Sales at Bannerz Canada Inc, specializing in providing creative, effective solutions to meet commercial signs, roll up banners, signs and tradeshow displays needs.

Our interview with Alex will

  • Show you options for display advertising
  • Save you money by asking the right questions
  • Brand considerations to attract the right patients to your practice
  • Project planning on time

Join us for Practice Management Nugget interview

with Alex Smith of Bannerz Canada Inc.

Recorded Live on Thursday October 16, 2014 noon – 12:30 pm MST

Learning Resource Guide

Audio Replay

Audio and Slide Replay

Don’t miss an event – Sign up now  to receive weekly notices of Practice Management Nugget events. You don’t have to attend LIVE, but you will miss the Q&A! Replays available for only a limited time.

advertising, healthcare, practice management, Practice Management Mentor, Practice Management Nugget, signage

November 18 2015 Practice Management Q&A

Posted on October 14, 2014 by Jean Eaton in Members Only

Tuesday, November 18th at 10:30am MST

Welcome to November's live Practice Management Q&A with Jean Eaton, the Practice Management Mentor.

Below you will be able to view the presentation, hear the audio, and participate in the chat and ask questions.

November’s Q&A topics include:

  1. Archive and destruction – what records can be destroyed after you have selectively scanned paper records into an EMR?
  2. We also have lots of “temp” files for patients that we have only seen once or twice in the clinic – these files are 10+ years old – do we need to keep these?
  3. What about x-ray films that are 5+ years old – can we send these for silver recovery and destruction?
  4. Release of Information – When a lawyer asks for the complete chart is it necessary for the lawyer to have all of the past information that is well over 10 years old?
  5. When a patient wants their records sent to another physician what do we need to send?
  6. Privacy Breach Awareness training
  7. What is an IMA?

Have a question?

Enter it NOW into the Chat Box below or send an email to Jean at jean[at]informationmanagers dot ca.

 

Resources:

 

Privacy Breach Awareness Video…

 

Information Management Agreement infographic

 

What is an IMA?

 

Read More

clinic management, Practical Privacy Coach, practice management, Practice Management Mentor, privacy
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