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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 and resources provided in this course or publication have been prepared to provide general information only. It is not to be relied upon in lieu of or as a substitute for legal, medical or other professional advice. The laws, rules, regulations and case law may differ in your state. Please consult a licensed attorney in your state for specific questions and advice. While all care has been taken in the preparation of this course or publication, no responsibility is accepted by MagMutual Insurance Company or the MagMutual Patient Safety Institute or its employees or agents for any errors, omissions, or inaccuracies, or for any known or unknown consequences that may result from reliance on any information provided in this publication.