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For use in Practice Management Courses:
Recommend all assignments be completed on time because of the
length of time it takes to complete each section. Recommend section
3, 4 and 5 be turned in to the instructor for review on due dates
and the entire notebook be turned in at the end of class, (Parts
of the Self Review excepted, for privacy reasons). The plan format
along with the information in the text can be used to meet accreditation-worthy
competency requirements in all major areas of Practice Management:
Ethics, Standards of Care, Legal Aspects of Practice, Risk Management,
Safe Practice Planning, Patient Care Communications, Insurance
and Financial Management, Best Referral Practices, Reputable Practice
Building and Marketing– from start up throughout the whole life
of the practice.
For use by New Practitioners:
If you did not get this Plan while in school, it is recommended
that you set a time line for yourself to complete your plan for
best results in order to avert "crisis management," costly mistakes,
and to save time, money, energy and your reputation!
For use by Established Practitioners:
Recommend you start with the "Established Practitioner Reading
Suggestions from The Art of Practice Management" in the Preview
Section of the Plan. Section #20, the "Practice Assessment Questionnaire"
and/or the one diagnosing your practice from errors and omissions
and yin and yang aspects in the Art of Practice Management is
a good starting place. Then move from there into the other areas
of the holistic plan and readings.
1. Resume and Self Review
- Reading Assignment in the Art of PM:
- Section 1: "The Chi of Practice" and "Synergy: The Art of Bringing
Vision and Action Together"
- Homework Assignment Format: Fill in #1– All of the Self Review
(Optional regarding submitting at the end of class, for privacy
reasons.)
- Assignment Due Date: ___________________________
2. Professional Statement
- Reading Assignment in the Art of PM: All Chapters in "The Art
of Practice Manage ment" section.
- Format Fill-in: Look at your self review in light of your reading
assignment. Fill in Section 2. (Short easy assignment.)
- Assignment Due Date: ___________________________
3. The Profession:
- Reading Assignment in the Art of PM: "Ethics and Responsibilities"
- Format Fill-in: #3 & #5 Ethics questions 1-35 only
- TURN IN Assignment Due Dates ___________________________
- Recommend substantial class room and homework time for the "Ethics
and Responsibilities" Sections
4. Scope of Practice Ethics and Legal Aspects
- Reading Homework Assignment in the Art of PM:
- Standards for Care , Risk Management, Documentation and Records;
"Getting Started Legally," in the Starting Practice & Reviewing
Your Practice section.
- In CLINIC Acupuncture Risk Management: by David Kailin– ALL and
particu- larly "Aspects of Treatment" for practicum.
- Recommend obtaining: State Laws Regulating Acupuncture, for the
library if it doesn't have a recent copy. This publication is
updated yearly. American Acupuncture Association of Oriental Medicine
has this for the field of Acupuncture. Recommend reading regarding
state of choice for practice.
- Format Fill-in Homework Assignments:
- #4 Ethics Questions 1-9. (Different from ethics questions in #5.)
Legal Questions 1-37.
- Recommend substantial class room and homework time for the "Ethics
and Risk Management " Sections. Reveals student competency on
ethics and risk management.
- TURN IN Assignment Due Dates: ___________________________
5. Patient Care Rationale
- Reading Assignment in Art of PM: Chapter on "Safe Practice Planning
and Communication"All chapters in "Patient Care" Section.
- Recommend questions asking and answering time and review of "Documentation
and Records" section in class.
- Format Fill-in Homework Assignment: #5
- Safe Practice Planning and Communication" section. Questions 1-22
- For Established practitioners: pages 5-12 through 5-17
- TURN IN Assignment Due Dates: __________________________
6. Practice Presentation
- Reading Assignment in the Art of PM: The Inner and Outer Aspects
of Attracting Patients. ALL
- Review the "Safe Practice Planning Communications" section and
"Patient Care" section to help you clarify both your verbal and
written presentation. It will help you understand how to "build
in" safe reputable practice that provides continuity of care,
empowers your patients and creates referral from inside your practice.
- Review the section on "Art of Practice Management:"
- Successful Patient Communication approaches, (percentage of increase
to the practice)
- Homework Assignment Format Fill-in: Read all of number #6 (except
Service Concept, questions 4 and 7). Go back and fill these two
questions in after you have done your patient profile and area
surveys and add any new information based on what you found out.
- Assignment Due Date: ___________________________
7. Health Market Research and Findings
- Reading Assignment in the Art of PM: Inner and Outer Aspects of
Attracting patients–Review the section on The Patient Profile
and surveys.
- Homework Assignment Format Fill-in: #7 (Questions 4 & 7 of Plan's
#6)
- State the source of your data--Health Department, Chamber of Commerce,
government reports, acupuncture associations, health care magazines,
other magazines, or reports.
- Assignment Due Date: ___________________________
8. Marketing Plan
- Reading Assignment: Review the Marketing section of Inner and
Outer Aspects of Attracting Patients.
- Homework Assignment Format Fill-in: #8
- Your approach; network and specific market; methods you will use;
advertising; promotion; priorities. (For "service concept," see
section 6.)
- Review your Service Concept in #6. Use it to design your practice
brochure.
- Assignment Due Date: ___________________________
- Financial Plan
- Reading Assignment: Read "Multidimensional Aspects of Finances
and in the Starting Practice section "Moving Forward Financially"
- Review the "Tao of Financial Well-Being" and "Removing Barriers
to Success and Financial
-
- Well-being" in "The Art of Practice Management" section.
- Homework Assignment Format Fill-in: #9
- Assignment Due Dates: ___________________________
- (This will be one of the last assignments you will be able complete.)
10. Proposed Financing of the Practice
- Review or work on homework from last section.
- Homework Assignment Format Fill-in: #10 (Make research phone calls
on sources of capital.)
- Assignment Due Dates: ___________________________
11. Self and Team Management Procedure
- Reading Assignment: "Personnel--Your Valuable Support"
- Homework Assignment Format Fill-in: #11
- (See questionnaires in Section 20 job descriptions in Volumes
I & II.)
- Assignment Due Dates: ___________________________
12. Professional Practice Team Homework Assignment
- Format Fill-in: #12, (very light assignment).
- Assignment Due Date: ___________________________
13. Location Plan and Office Space Criteria
- Reading Assignment:
- The Feng Shui of Location and Space: "Where to practice," "Your
Office Presentation" and "Office Space" sections in the "Art of
Practice Management" section and "Starting in Practice" section.
- Homework Assignment Format Fill-in: #13
- Assignment Due Dates: ___________________________
14 . Equipment, Furnishings, Supplies Requirements
- Homework Assignment Format Fill-in: #14
- Assignment Due Dates: ___________________________
15. Professional Fee Survey and Schedule Reading Assignment: Fees
- Homework Assignment Format Fill-in: #15
- Assignment Due Dates: _________________
16. Financial Bookkeeping System and Policies
- Reading Assignment: Chapters under "Financial Systems and Policies"
and "Operations"
- Homework Assignment Format Fill-in: #16 Statement and review.
- Review the office policy brochure in the format.
- Assignment Due Dates: ___________________________
17. Patient Orientation and Education
- (The Practitioner-Patient Communication Section has been moved
from Vol IV into the Art of Practice Management book, with the
exception of the "Telephone Scheduling" and other Front Office
Patient Scripts which are still in Volume II and IV.)
- "The Patient Orientation and Education Actions and Written Communications"
in the Plan are repeated here for your benefit to bring attention
to their importance from a communication standpoint. They are
in section 6 as well. These communication procedures are what
rapidly grows your practice from within the practice. Fill it
out in the other section. (Just mark repeat in this section if
needed for class purposes.) Written communications are in a slightly
different format so you can see them from a different perspective.
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Practice Management Classes– Patient Orientation and Education
- Recommend more than one class and homework time given to this
section.
- Recommend doing "Class Presentations."
- Recommend Dialogues be done in class or outside of class. #17
in the Practice Plan is a Self Review, Buddy Review or Instructor's
Review of Student's Communication Competency.
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17A Review section on "Patient Care" in The Art of Practice Management:
- Consultation, Examination and Treatment. Oral Report of Findings
Communication.
- "Different Patient Communication Styles" and working with difficult
communications.
- "Telephone and Appointment Scheduling" sections.
- Review in the section on "Art of Practice Management:"
- Successful Patient Procedures/Communication Approaches (percentage
of increase to the practice).
- Homework
- Practice dialogues in the Acupuncture Front Office Procedure book.
Check this book out from your school library if you are not
in practice yet and find a friend with whom to practice.
-
- Fill in #17 Telephone Scripts and Other Patient Communications
- Fill in competency level. (Student/practitioner, buddy, instructor)
- Assignment Due Date _________________________
17B Review "The Acupuncture Health Care Presentation/Lay Lecture"
in "The Inner & Outer Aspects of Attracting Patients" section
in The Art of Practice Management
- Recommended Homework preparation for Presentations using one or
both of the following approaches:
- In 10 minutes what would you present to other doctors? What article
or back- up material can you use to show success rates for acupuncture
for a specific condition(s). Beyond a doctor's mental assessment,
what is unique about your approach that would make them want to
refer you?
- What experimental exercise could you use to lead the class in,
(or potential patients in a lay acupuncture health class), to
create a shift in their health awareness right then and there?
You must create a shift in their awareness for them to either
refer or come to you
- Presentation Assignment Due Date _______________________________
18. Insurance Program
- Reading Assignment in the Art of PM: "Insurance, Reporting and
Court Preparation." (Volume III Success with Insurance goes into
depth on this subject.)
- Instructors Vol. III: Success with Insurance is a good basis for
class room teaching. Homework Assignment Format Fill-in: #18
- Assignment Due Date: ___________________________
19.Service and Products Development
- Review section on "Planning for Different Stages of Practice",
"Treasures of Income Generation" and "Income Planning and Management"
- Homework Assignment Format Fill-in: #19 What you will increase
and decrease for the stage of practice you will be developing.
- Turn in assignment Due Date: ___________________________
20. How You Will Monitor Your Practice
- Reading Assignment:
- "Viewing Your Practice from Wholeness and Duality," in the "Starting
in Practice, Reviewing Practice" section.
- Review "Tao of Financial Well-being and Essentials for Practice
Growth and Profitability", "Yin & Yang of Reputation and Practice
Growth", "Successful Patient Procedures, (with percentages), "Feedback
from Patients."
- Homework Assignment Format Fill-in: #20 Review a clinic using
this section or the other Evaluation Questionnaire in The Art
of Practice Management.
- Assignment Due Date: ___________________________
21. Role in Practice / Legal Structure of the Practice
- Reading Assignment in The Art of Practice Management:
- All of "Balancing the Needs of Society and your Own," Chapter
consists of:
- Private Practice & Managed Care.
- Negotiating Your Position in Health Care.
- What Role Do You Want to Fill?
- Start up Directions for Beginning Practice.
- First Year in Practice.
- Review: "Starting Legally"
- What to Get legal Assistance on when Setting up Your Form of Business
- Choosing your business name and business entity.
- Homework Assignment Format Fill-in: #21
- Turn in assignment Due Date: ___________________________
22. Business Projections:
- Homework Assignment Format Fill-in: #22
- Turn in assignment Due Date: ___________________________
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