"Business Consulting for Physicians"

18575 White Fawn Drive, Monument, CO 80132 Voice: (719)488-9066 Fax: (719)488-2748
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Practice Resources

Mission Statement:

"To assist physicians in establishing and maintaining financial and operational control of their practices."


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The following are available directly and immediately from Management Design. You may purchase the following resources with a credit card or by sending payment by check to Management Design:

  1. Release of Patient Information
  2. Job Description - Administrator/Office Manager
  3. Compliance Plan Forms
  4. Personnel Policy
  5. How to Set Up and Manage Personal Time Instead of Vacation & Sick Time for Staff
  6. Appraisal Form
  7. Guidelines for Dealing with A Problem Employee
  8. Selecting a Billing Service
  9. What You should Know about Independent Practice Associations (IPAs)
  10. What You Should have Decided before Attempting to Hire an Associate 11. Physician or Physician Extender or Bring in a New Partner
  11. What You Should Know Before Joining a Practice
  12. Merger Issues
  13. Office Design
  14. Office Design Checklist
  15. Office Lease Checklist
  16. Practice Evaluation
  17. Associate Employment Contracts
  18. Partnership Agreements
  19. Selling Your Practice at Retirement
  20. Selling Your Share of a Group Practice at Retirement
  21. Compensation Plan for Partners
  22. Patient Brochures
  23. Patient Surveys
  24. Referring Practice Surveys
  25. Marketing a Traditional Medical Practice
  26. Marketing Elective Procedures
1. Release of Patient Information

A guide for creating a statement of policy and a procedure for the release of patient information from a medical practice. With minor adaptation (such as your practice's per page charges for medical records), this policy and procedure can be quickly adopted to insure that the practice provides medical record information only to those authorized by establishing a firm policy and easy to understand procedure for the physicians and staff.

Price: $350 File format: Microsoft Word 97

2. Job Description - Administrator/Office Manager

A guide for creating a job description for the practice's Administrator, Office Manager or both.

This document provides the structure for the job descriptions and an extensive list of key tasks generally assigned to administrators and office managers. .

Price: $250 File format: Microsoft Word 97

3. Compliance Plan Forms

A set of 10 forms commonly used in the implementation of a Compliance Plan. The forms are supplied including a detailed explanation of the use for each form.

Price: $250 File format: Microsoft Word 97

4. Personnel Policy

A template for a complete practice personnel policy. The template includes all critical sections of a Personnel Policy with instructions on how to customize each section for your practice's needs and recommendations regarding sensitive issues such as smoking, dress codes, carrying over personal/vacation days year-to-year.

Price: $500 File format: Microsoft Word 97

5. How to Set Up and Manage Personal Time Instead of Vacation & Sick Time for Staff

With over thirty years in various businesses, we have seen hundreds of appraisal forms. This resource is a combination of the very best and we have used it for many years in various kinds of medical practices.

The resource includes recommendations on how to use the form, section by section.

Price: $300 File format: MS Word 97, PDF, Excel

6. Appraisal Form

With over thirty years in various businesses, we have seen hundreds of appraisal forms. This resource is a combination of the very best and we have used it for many years in various kinds of medical practices.

The resource includes recommendations on how to use the form, section by section.

Price: $300 File format: Microsoft Word 97, PDF

7. Guidelines for Dealing with A Problem Employee

This is a detailed procedure for dealing with a problem employee in a way that emphasizes correcting problems with the goal of retaining the employee while minimizing the potential for legal action against the practice should the employee fail to improve to the practice's standards.

Price: $200 File format: Microsoft Word 97, PDF

8. Selecting a Billing Service

First, this resource provides advantages and disadvantages for using a billing service instead of doing billing internally. Secondly, this resource helps you determine what specific services you should request from prospective billing companies. Thirdly, we provide a guide to evaluating prospective billing companies.

Price: $200 File format: Microsoft Word 97, PDF

9. What You should Know about Independent Practice Associations (IPAs)

Hospital purchases of physicians' practices and Physician Practice Management companies have come and are mostly gone. Independent Practice Associations have been around a long time. Many are good. Some are bad. Learn how to match practice goals with IPA strategies and how to assess IPAs before you join.

Price: $300 File format: Microsoft Word 97, PDF

10. What You Should Know before Hiring an Associate (Physician or Physician Extender), or Bring in a New Partner

This document covers the strategy that a practice should develop before hiring an associate and includes a checklist of issues that the practice should have planned and resolved before even starting the recruiting process.

This process will help the practice select a new physician that is the best fit in the practice, properly plan for the physician's arrival, and smooth the physician's integration into the practice.

This information focuses on physician associates but applies to other revenue-generating practitioners such as nurse practitioners and physician's assistants.

Price: $300 File format: Microsoft Word 97, PDF

11. What You Should Know Before Joining a Practice

This document will help a physician, nurse practitioner or physician's assistant develop a list of requirements and use that list to assess prospective practices to determine if and how they meet the practitioner's needs.

Price: $200 File format: Microsoft Word 97, PDF

12. Merger Issues

Neglecting one or more important issues planning and executing a merger can lead to major expenses, delays, and even failure of the new entity. This resource provides a checklist of issues to be managed and recommendations regarding how to handle each issue.

Price: $200 File format: Microsoft Word 97, PDF

13. Office Design

Space is expensive. This resource provides many ideas relating to use of space unique to medical practices from cabinetry, patient flow, waiting room appointments, and many more. There is an emphasis on physician and staff efficiency and well as aesthetics.

Price: $200 File format: Microsoft Word 97, PDF

14. Office Design Checklist

Moving your office? Designing a new office? Remodeling your office? The purpose of this list is to help you review you practice needs, establish a requirements list, and then to provide the requirements list to others (such as the architect, real estate agent, interior decorator, and the practice's business consultant for financial projections, planning and implementation.

The list contains almost every conceivable item of medical, business, and office equipment that might be needed. By reviewing the list and crossing out what is not needed, nothing is inadvertently forgotten. The edited list contains your required items.

Price: $300 File format: Microsoft Word 97, PDF

15. Office Lease Checklist

A list of issues that should be settled in a medical office lease.

Price: $50 File format: Microsoft Word 97, PDF

16. Practice Evaluation

This is a list of 110 practice activities broken down in minute detail. Management Design consultants have used this list with clients for many years as a brainstorming tool. We have the whole staff go through the list and generate ideas for making improvements.

This activity can be done at a staff meeting or in small groups. Using this list as a guide, the staff and physicians will surface a list of problems and potential improvements. Often, physicians and managers have no awareness of many of the issues this tool surfaces.

Price: $200 File format: Microsoft Word 97, PDF

17. Associate Employment Contracts

Checklist - A list of issues that should be included in an employment contract for physicians and physician extenders.

Price: $200 File format: Microsoft Word 97, PDF

18. Partnership Agreements

A list of issues that should be included in partnership agreements and recommendations regarding how to handle each issue.

Price: $200File format: Microsoft Word 97, PDF

19. Selling Your Practice at Retirement

How to develop and execute a strategy to sell your practice, getting the most value and providing the most value to the buyer.

Price: $500 File format: Microsoft Word 97, PDF

20. Selling Your Share of a Group Practice at Retirement

How to develop and execute a strategy to sell your share of the practice, getting the most value, providing the most value to the buyer, and helping your practicing partners be successful.

Price: $500 File format: Microsoft Word 97, PDF

21. Compensation Plan for Partners

Ninety-Five percent of potential conflicts between partners can be avoided with a good, fair compensation plan. This resource provides concepts for developing a compensation strategy, guidelines for developing a Compensation Plan (including how to build in flexibility for the future), and a checklist of issues to be included in the Plan.

Price: $400 File format: Microsoft Word 97, PDF

22. Patient Brochures

What should be in a practice brochure? How should a practice use the brochure other than putting it on the reception counter? This resource helps practices decide the content of their practice brochure by first considering the goals for a brochure and includes multiple uses of the brochure.

Price: $100 File format: Microsoft Word 97, PDF

23. Patient Surveys

The content of a patient survey is based on the survey goals. This resource contains help in developing survey goals, content and distribution for the most effective surveys.

Price: $200 File format: Microsoft Word 97, PDF

24. Referring Practice Surveys

Why survey referring practices? Because they refer patients and you want them to refer more.

The content of a practice survey is based on the survey goals. This resource contains help in developing survey goals, content, distribution and follow-up techniques for the most effective surveys.

Price: $200 File format: Microsoft Word 97, PDF

25. Marketing a Traditional Medical Practice

We need to market practices again! This resource helps a practice develop a strategy for marketing and provides concepts and detailed ideas for marketing the practice to the best patients.

Price: $400 File format: Microsoft Word 97, PDF

26. Marketing Elective Procedures

Marketing those procedures that are not generally covered by medical insurance is very different from other practice strategies. Learn what is the same and different about marketing elective procedures. Learn the specific techniques to market elective procedures.

Price: $300 File format: Microsoft Word 97, PDF

Click Here to Order Resources

Satisfaction is guaranteed.

Copyright and Client Agreement: By submitting an order for any Management Design Resource, the purchaser agrees to use the material only for the practice making the purchase and understands and agrees that conveyance and use by any other individual, practice, corporation, or organization is strictly prohibited.


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