Resources for Practice Managers
We recognize the important role that practice managers play in reducing risks and improving patient outcomes. As you work to support clinicians in the practice of good medicine and dentistry, you can count on The Doctors Company to support you with comprehensive expert resources.
To help you locate risk reduction information quickly, we’ve listed a sampling of resources on important practice management topics below.
Practice Manager Fundamentals course (for members):
Articles:
- Medical and Dental Records Guide
- Documentation Strategies for Open Notes in Healthcare: The Cures Act
- Medical and Dental Record Retention
- Medical and Dental Record Issues: Frequently Asked Questions
- Requests to Amend a Medical Record
- The Faintest Ink: Documentation to Defend Quality Patient Care
- Defensible Medical and Dental Records
Education:
Video
Office of the National Coordinator for Health Information Technology (ONC):
Practice Manager Fundamentals course (for members):
Articles:
Practice Manager Fundamentals course (for members):
Articles:
- Infection Control Resources
- Disaster Preparedness for Your Office Practice
- Combating Workplace Violence in the Healthcare Office Practice
CDC guidelines:
OSHA standards, compliance, training, checklists, and tools:
- Compliance Assistance Quick Start (See steps 1 through 9)
- Guidelines for Preventing Workplace Violence for Healthcare and Social Service Workers
- Workplace Violence in Healthcare
- Preventing Workplace Violence: A Road Map for Healthcare Facilities
American Society for Healthcare Risk Management:
ADA.gov:
HHS:
Practice Manager Fundamentals course (for members):
Article:
Cybersecurity and Infrastructure Security Agency (CISA):
- Ransomware Resources
- Training Videos
- Cyber Security Evaluation Tool with Ransomware Readiness Self-Assessment
Education:
HHS:
Consent forms:
Practice Manager Fundamentals course (for members):
Articles:
- Informed Consent: Substance and Signature
- Informed Refusal
- Obtaining Informed Consent in Teaching Institutions
- Otolaryngology: Inadequate Informed Consent Can Lead to Malpractice Claims
Consent forms:
- Informed Consent Sample Forms (includes basic elements of an informed consent document and informed refusal forms)
Education:
Quick Check Tool:
Practice Manager Fundamentals course (for members):
Articles:
- Coping With Litigation: Tips for Healthcare Professionals
- Should You Offer Your Services as a Paid Clinical Expert?
- Sexual Harassment Allegations in Healthcare: Rising Risks
- Assisting in Your Defense: Strategies for Healthcare Practitioners
- Overcoming the Stress of Malpractice Litigation: Solutions to Help Physicians Stay Healthy and Engaged
- Are You Prepared for a Medicare Recovery Audit Contractor (RAC) Audit?
Practice Manager Fundamentals course (for members):
Articles:
- Dispensing Sample Medications: Risk Management Strategies
- Reduce Patient Safety Risks with Vaccinations
- Off-Label Use: Patient Safety Implications
- What Your Practice Can Do About Medication Safety
Consent form:
Practice Manager Fundamentals course (for members):
Articles:
- Effective Patient Communication: Strategies for Challenging Situations
- Telephone Triage and Advice: Patient Safety Strategies
- Telephone Communication for Healthcare Providers: Safety Strategies
- Nonadherent and Noncompliant Patients: Overcoming Barriers
- Smartphones, Texts, and HIPAA: Strategies to Protect Patient Privacy
- ADA Accessibility for Healthcare Websites: How Practices Can Avoid Suits and Attract Patients
- Americans with Disabilities Act: Frequently Asked Questions
- Limited English Proficiency (LEP) Patients: Frequently Asked Questions
Education:
ADA.gov:
Practice Manager Fundamentals course (for members):
Articles:
- Limited English Proficiency (LEP) Patients: Frequently Asked Questions
- Cultural Diversity in Healthcare: Strategies for Culturally Appropriate Patient Care
Education:
AHRQ:
Practice Manager Fundamentals course (for members):
Articles:
- Effective Patient Communication: Strategies for Challenging Situations (includes sample warning letter for inappropriate behavior)
- Addressing Challenging Situations in a Dental Setting
- Disclosure Resources
- Nonadherent and Noncompliant Patients: Overcoming Barriers
- Dealing with Online Patient Complaints
Patient Experience Surveys:
- Find our surveys for healthcare practitioners and dental professionals (in English and Spanish) on our Patient Experience Surveys page.
Education:
Quick Check Tool:
Practice Manager Fundamentals course (for members):
Articles:
- Nonadherent and Noncompliant Patients: Overcoming Barriers
- Terminating Patient Relationships
- Terminating Patient Relationships Guide (For members only: Contact Patient Safety and Risk Management at (800) 421-2368)
Education:
Quick Check Tool:
Practice Manager Fundamentals course (for members):
Article:
Education:
- Risk Management 101 for Healthcare Professionals: Malpractice, Patient Relations, and Documentation
- Prevention of Medical Errors 2024 to 2026 (National Edition)
- Prevention of Medical Errors 2024 to 2026 (Florida Edition)
- Prevention of Dental Errors 2024 to 2026 (National Edition)
- Prevention of Dental Errors 2024 to 2026 (Florida Edition)
- Reducing the Risk of a Malpractice Claim
Practice Manager Fundamentals course (for members):
Articles:
- Why It's Vital to Choose a Doctor-Owned Medical Malpractice Insurer
- Choosing a Professional Liability Insurance Carrier: A Guide for Advanced Practice Clinicians
- Reporting a Claim or Incident
Coverages:
- Medical Malpractice Insurance for Physicians, Surgeons, and Groups
- Dental Malpractice Coverage for Healthcare Professionals
- Malpractice Coverage for Advanced Practice Clinicians (APCs)
(Includes Nurse Practitioners, Physician Assistants/Associates, Certified Nurse Midwives, Certified Midwives, Certified Registered Nurse Anesthetists, Anesthesiology Assistants) - Insurance Terminology Glossary
Practice Manager Fundamentals course (for members):
Articles:
- The Role of the Medical Assistant in Your Office Practice
- Advanced Practice Clinicians: A Preventive Action and Loss Reduction Guide
- Advanced Practice Clinician Resources
Education:
Practice Manager Fundamentals course (for members):
Articles:
Consent form:
Quick Check Tool: