Phone: (239) 592-1219

Office Manager

This training series for office management is structured sequentially to aid in the development of consistent and effective management techniques for the purpose of building a strong staff, clientele, and practice revenue.

Staff Training Program Review (included with the Staff Training Program package):

One – 30 minute review with management per month to discuss how the staff is performing in the training sessions, applying what they learn, and demonstrating effective use of the information delivered during the training. This is an opportunity for an objective assessment of their compliance.

Office Management Training Sessions:

1 hour sessions for up to 3 attendees.

One – 1 hour session per month included in the Staff Training Program package.

1-Staff Management

Staff Roles and Responsibilities, Staff Qualifications, Accountability

2-Leveraging Staff

The Value of Leveraging, Using the Staff as a Marketing Engine, Establishing the Value of Client Education

3-Building the Team…Building the Individual

Team Building, Schedules, Incentives,  Individual Recognition

4-Staff Evaluations

Expectations, Goal Setting, Staff Reviews, Falling Short, Raises and Bonuses

5-Hiring and Firing

Interview Techniques, Staff Qualifications, Read Between the Lines, Salary Negotiations, The “When” and “How” to Firing

6-Fee Evaluation

The Fee Schedule’s Impact on Revenue, Top-Picks Fee Review, Sample Calculations

7-Practice Management Software: Key Operations & Use

Scheduling Protocols, Optimal Use of Report Functions, Service Input for Tracking, Data Tracking

8-Client Capture / Recapture (2-part session)

Service-oriented Approach, Quality and Professionalism, Follow-Up, Referral System, Internet Presence, Get a Website!

9-Website Review

Search Engine Optimization Features, Client Capture, Community Presence

10-Goal Setting

Determining Areas of Importance, Subjective Evaluation, Objective Analysis, Criteria for Success

11-Equipment Purchasing

Cost Analysis, Training and Support, New Equipment’s Impact on the Fee Schedule, Justifying the Purchase

Emergency-specific practice management topics also available.