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8 ideas for perfecting your procedures

By Mgma In_Practice posted 03-31-2009 11:51

  
By Caren Baginski

How do you ensure that your staff follows your medical practice's procedures? Employees often overlook the big binder simply because, well, it's big. Practice administrators who attended the MGMA seminar "Achieving Efficient Practice Operations" in Scottsdale, Ariz., earlier this month shared eight ways to break that binder into manageable pieces.

  1. Serve a monthly lunch to your staff and choose one topic to review, such as paid time off or your organization's dress code. 

  2. Have "mystery shoppers" call to see if staff follows telephone procedures. This is a great way to get unbiased feedback, but use caution in how you share the feedback with your staff so as not to demoralize the team.  

  3. Consider peer review. This can be effective if colleagues are honest, but might pose a problem if you have employees who don't get along.

  4. Don't be the one with all the answers. When an employee asks you about a procedure she should know, pretend you aren't sure and look the procedure up with her. Teaching the employee to fish is much more effective than handing over the fish. 

  5. Keep the procedure manual current. Staff will be more likely to follow up-to-date procedures than ones from the Stone Age. Review procedures every two to three months with the input of the people doing the work. You might find you have to change procedures to reflect reality.

  6. Print procedures on index cards and place them at the workstations where the procedures happen. This is more effective than a large binder listing all your procedures. And because the cards get used all the time, they'll be updated, too.

  7. Have supervisors teach the new hire the procedures, not the outgoing employee (whose mind is no longer committed to your practice).

  8. Put procedures on your intranet for everyone to access. Plus, this makes them searchable.  

 Do you have an idea not mentioned here? Add it to the comments.

Caren Baginski is MGMA's Web content writer/editor.

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10-30-2011 22:46

To standardize procedure set up in our large ambulatory practice, the medical technicians took a photo of a correct set up, laminated it, and placed it in each exam room. If someone can't recall exactly what needs to be available, the photo is readily available to use as a reference and nothing is forgotten.

03-31-2009 11:12

Eric, thanks for your comment! It's true -- paperless systems have numerous benefits, but for some practices (depending on size) it's more cost-efficient to have paper procedures than it would be to convert those electronically. It's a dilemma that those adopting an EHR are struggling with right now. You make an excellent point, though, that using intranets for procedures is a prime way to streamline those procedures.

03-23-2009 09:08

Hello,
This is my first comment. In reference to the above article about achieving practice operational effectiveness, I am amazed, that, in this day and age, so many practices are still using binders as a repository for protocol documentation. With IT infrastructure cost coming down, and time being the only commodity we have to optimize, why aren't more articles written about using paperless (intra-net) as repositories for business/practice management systems? I'd be happy to write an article for you. Yes, they take a bit more planning, and yes, you need more process owners, but the document availability and document control are both far superior to having pieces of paper throughout your practice.
Eric Frohn