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The purpose of a clinical operations assessment is to identify potential areas of improvement to enhance the operational integrity of the practice and to ensure that all pertinent financial and billing information is captured.

Our project management teams are comprised of talented individuals with significant experience in both office and hospital settings. They will work with you to observe, review, survey and consult patients, physicians and staff on every aspect of the practice, including:

  • Patient Flow
    • Facility assessment
    • Office procedure flow assessment

  • Patient Scheduling
    • So Scheduling processes
    • Availability and timeliness of appointments
    • Insurance and/or referral verification
    • Referral sources and processes

  • Physician Schedules
    • Review and optimize physician templates

  • Staffing
    • Review and optimize physician(s) to staff ratio
    • Review and/or develop job descriptions by department
    • Review and/or develop training protocols

  • Medical Records
    • Chart content review and layout
    • Clinical documentation
    • Chart security

  • Telephones
    • Triage processes
    • Response time
    • Auto-attendant and on-hold messaging
    • Automated appointment reminder systems

  • Policies and Procedures
    • Practice policies and procedures
    • Personnel responsibility and evaluation
    • Patient education programs
    • Patient satisfaction