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Onboarding Practice Managers Toolkit

The Onboarding Practice Managers Toolkit is comprised of articles, advisories, forms and resources, claims lessons and learning modules for staff. The purpose of the toolkit is to provide resources and tools that may be helpful in onboarding practice managers.

This toolkit will guide you through the training process for new practice managers. Ensure they acclimate to your practice or hospital while developing safe practices. Some of the things that will be covered here are:

  • Billing
  • Insurance coverages
  • Advertising
  • Policies
  • Credentialing healthcare providers
  • Supervision of mid-levels
  • Cancelled appointments
  • Tracking systems
  • Test results
  • Referrals
  • Telephone etiquette and advice
  • Communications
  • Medication and prescription refills
  • Medical records
  • OSHA
  • and more.  

What's Included

Module 1 - Orientation and Training

Advanced Practice Clinicians
Begin Module 1

Module 2 - Patient Management

Appointment Scheduling/ Tracking and Follow Up
Medication Management
Advance to Module 2

Module 3 - Medical Records and Documentation

Medical Records
Advance to Module 3

Module 4 - Safety Management

Emergency Preparedness
Advance to Module 4

Module 5 - Risk Management and Patient Safety

Patient Advisories
Risk Management in the Medical Office
Advance to Module 5


The information provided in this resource does not constitute legal, medical or any other professional advice, nor does it establish a standard of care. This resource has been created as an aid to you in your practice. The ultimate decision on how to use the information provided rests solely with you, the PolicyOwner.