Practice Action Plan

Just like you, we love it when a plan comes together, but not everyone knows how, or where to begin, when creating that plan.  Or perhaps a plan was created, but now it’s filed away lost to the day to day running of your practice. Creating, and revisiting your plan is essential to the success of your practice.

  • Is your HIPAA up to date? OSHA too?
  • Have you reviewed your insurance? Is your coverage up to date, and are the amounts adequate? Have you added data breach coverage?
  • Have you reviewed your personal goals?  Are you saving enough for retirement?
  • Have you reviewed your employee manual to make sure it covers all new employment law provisions?

These are just a few key questions that are often overlooked while running your practice. Our Practice Action Plan is a tool we’ve created to help you ask those important and key questions. We encourage you to review the Practice Action Plan to ensure those key aspects aren’t being overlooked. Some of the questions are quick and simple, while others are more involved, but all of these questions are important to ensure the success of your practice. For many of these items, we have templates and forms that can help make tackling the question easier and we are more than happy to provide them.

Please contact our office with any questions you may have, we are here to help!

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