Resources for Practice Managers

Practice Manager Fundamentals course (for members):

• Patient Record Retention and Release

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:

• Risk Management 101 for Healthcare Professionals: Malpractice, Patient Relations, and Documentation

Video

• Open Notes: Friend or Foe?

Office of the National Coordinator for Health Information Technology (ONC):

• Cures Act Final Rule

Practice Manager Fundamentals course (for members):

• EHR and Patient Tracking

Articles:

• Laboratory and Diagnostic Test Tracking in Ambulatory Practice
• The Importance of Clinical Health Information at the Point of Radiology Order
• Curbside Consultations: Patient Safety and Legal Risks
• Electronic Health Records Continue to Lead to Medical Malpractice Suits

Practice Manager Fundamentals course (for members):

• Environmental Safety

Articles:

• Infection Control Resources
• Disaster Preparedness for Your Office Practice
• Combating Workplace Violence in the Healthcare Office Practice

CDC guidelines:

• Disinfection and Sterilization

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:

• Workplace Violence Risk Assessment Tool

ADA.gov:

• Access to Medical Care for Individuals with Mobility Disabilities
• ADA Requirements: Service Animals

HHS:

• Understanding How to Accommodate Service Animals in Healthcare Facilities

Practice Manager Fundamentals course (for members):

• HIPAA

Article:

• Smartphones, Texts, and HIPAA: Strategies to Protect Patient Privacy

Cybersecurity and Infrastructure Security Agency (CISA):

• Ransomware Resources
• Training Videos
• Cyber Security Evaluation Tool with Ransomware Readiness Self-Assessment

Education:

• HIPAA Breach Notification Rules and Reporting
• HIPAA Fundamentals: 2025 Edition

HHS:

• Model Notices of Privacy Practices
• Business Associate Contracts
• HIPAA FAQs for Professionals

Consent forms:

• Authorization for Use or Disclosure of Health Information
• Authorization for Use or Disclosure of Photographs/Images/Films/Videos
• Authorization for Use or Disclosure of Psychotherapy Notes

• Infection Control Resources

EEOC:

• Workforce Issues

Practice Manager Fundamentals course (for members):

• Informed Consent for Clinical Treatment

Articles:

• Informed Consent: Substance and Signature
• Informed Refusal
• Obtaining Informed Consent in Clinical Teaching Situations
• 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:

• Making an Informed Consent an Informed Choice: Training for Healthcare Professionals

Quick Check Tool:

• Informed Consent Process

Practice Manager Fundamentals course (for members):

• Legal and Regulatory Actions

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):

• Medication Management

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:

• Off-Label Use of Prescription Drug

Articles:

• Burnout Resources
• Closing or Relocating a Healthcare Practice
• Patient Billing Challenges: Frequently Asked Questions
• Job Shadowing: Observers, Volunteers, and Students in Clinical Settings

AHRQ:

• TeamSTEPPS 3.0 – Team Strategies & Tools to Enhance Performance & Patient Safety

Quick Check Tool:

• Appointment Management

Practice Manager Fundamentals course (for members):

• Patient Communication: Telephone, Online, Social Media

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:

• The Alzheimer's Project CME Series

ADA.gov:

• Communicating Effectively with People with Disabilities
• ADA Requirements - Effective Communication

Practice Manager Fundamentals course (for members):

• Diversity, Equity, and Inclusion in Healthcare
• Health Literacy

Articles:

• Limited English Proficiency (LEP) Patients: Frequently Asked Questions
• Cultural Diversity in Healthcare: Strategies for Culturally Appropriate Patient Care

Education:

• Diversity, Equity, and Inclusion in Healthcare

AHRQ:

• AHRQ Health Literacy Universal Precautions Toolkit

Practice Manager Fundamentals course (for members):

• Managing Challenging Interactions

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:

• Risk Management 101 for Healthcare Professionals: Malpractice, Patient Relations, and Documentation

Quick Check Tool:

• Dissatisfied Patient Management

Practice Manager Fundamentals course (for members):

• Dismissing a Patient from Your Practice

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:

• Patient Termination

Quick Check Tool:

• Patient Dismissal Process

Practice Manager Fundamentals course (for members):

• Patient Safety

Article:

• RCA2: Panel Report on Improving Root Cause Analyses and Actions to Prevent Harm

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):

• Professional Liability Insurance

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

Article:

• Learn more about the incident or claim notification process
• Submit a First Report

Practice Manager Fundamentals course (for members):

• Clinical Scope of Practice

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:

• See our course catalog for programs approved for nursing contact hours

Practice Manager Fundamentals course (for members):

• Telehealth

Articles:

• Telehealth: Frequently Asked Questions
• Telehealth Resources

Consent form:

• Telehealth Informed Consent

Quick Check Tool:

• Telehealth Care