AAPM Medical Practice Template

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Each template is designed as a complete working business with a sample company to learn from and customise to your own requirements.

For Medical Practices Who Are Members Of AAPM Designed for medical practices who are members of AAPM. This template is specific to medical practices and covers all aspects of operations.  Requires : TKO Business Modeller Software click here for pricing Price : POA an only available to AAPM members  Number of documents/forms : Approx 220 Special sections of interest include : Medical practice operations Human Resources Video : nil Please contact us on 1300 735 681 for more details

Contents of this template

o       Roles and Job Descriptions

o       Policies and Procedures

Roles and Job Descriptions

·        Our Medical Practice Pty Ltd

o       The Practice Principal

§         Team member

§         Practice Manager

·        Assistant Practice Manager

o       Receptionist

·        OHS Manager

§         Finance Officer

·        Bookkeeper

·        Accounts Receivable Clerk

§         Human Resources Manager

§         IT Manager

§         QA Manager

Policies and Procedures

·        01.HOW TO USE THE GUIDE

o       01.USING THE GUIDE

§         Using The Guide

§         The Guide and Accreditation

·        02.FINANCIAL MANAGEMENT

o       01.ACCOUNTS RECEIVABLE

§         Accounts receivable

o       02.PURCHASING

§         Purchasing equipment

§         Purchase order

§         Stock control management

§         Ordering and stock take

o       03.ACCOUNTING OPERATIONS

§         Accounting software

§         Credit control and debtor management

§         Debt collection and recovery

§         Petty cash management

§         Petty cash register

§         Banking and handling cash

§         Reviewing performance against budget

§         Practice review

§         Schedule of fees

o       04.ASSETS

§         Asset register

§         Asset register - example

§         Equipment maintenance

§         Maintenance contact numbers

o       05.REPORTING

§         Tax

§         GST

·        03.HUMAN RESOURCES

o       01.RECRUITMENT

§         Recruitment strategy

§         Selection process

§         Conducting interviews

§         Letters of appointment

o       02.TRAINING PROCEDURES

§         Induction and induction training

§         Staff induction checklist

§         Employee handbook

§         Training systems

§         External training

§         Training matrix

§         Practice training matrix - Example

§         Career development

o       03.WORKPLACE POLICIES

§         Enterprise agreements

§         Employment conditions

§         Compliance and termination

§         Payroll process

§         Employment record

§         Performance review

§         Superannuation

§         Workers' compensation

§         Leave

§         Leave scheduling

§         Employee forms and records

§         Confidentiality

§         Equal employment opportunity (EEO)

§         Harassment and bullying prevention

§         Open door policy

§         Resolving conflicts

o       04.TEAMS

§         Team and job descriptions

§         Job description - Medical Receptionist

§         Key performance indicators - example

§         Teamwork

§         Team meetings

§         Team meeting minutes

§         Grievance process - counselling to improve team performance

o       05.STAFFING

§         Change management

§         Planning future staffing needs

§         What causes turnover and reducing turnover?

§         Exit interviews

·        04.PRACTICE IN PROFILE

o       01.PRACTICE INFORMATION

§         Practice background

§         Mission statement

§         Practice objectives

§         Organisation Structure Chart

§         Practice details

§         Practice hours

§         Services

·        05.INFORMATION MANAGEMENT

o       01.CORRECT FILE STORAGE AND USE

§         Maintenance and storage of files

§         Authority for release and transfer of medical information

§         Records and record maintenance

§         Protecting confidentiality

§         Record storage and disposal

§         Referral documents

§         Document scanning

§         Management of health information

§         System backup

§         Security of practice computer infrastructure

o       02.IT POLICIES

§         Antivirus management

§         Disaster prevention and recovery

§         Software installation and upgrade procedure

§         Internet and email acceptable use

§         Website policy

·        06.RISK MANAGEMENT

o       01.RISK MANAGEMENT

§         What is risk?

§         Risk management

§         Risk management policy and procedure

§         Risk assessment outline

§         Nonmedical emergencies, including security threats

§         Nonmedical emergencies - premises and equipment

§         Nonmedical emergencies - staff

§         Nonmedical emergencies - financial

§         Nonmedical emergencies - client

§         Insurance

§         Insurance policy evaluation

§         Types of insurance

§         Power failure

·        07.CLINICAL SERVICES

o       01.CUSTOMER SERVICE

§         Serving clients

§         Client feedback

o       02.OCCUPATIONAL HEALTH AND SAFETY

§         Developing occupational health and safety

§         Manual handling

§         Infection control

§         Blood/body fluid spillage

§         Blood/body fluid exposure

§         Needlestick/sharps injury protocol

§         Handling of pathology specimens

§         Cleaning, disinfection and decontamination of practice environment

§         Hand washing techniques

§         Handling used items

§         Instruments

§         Linen management

§         Vaccine refrigerator

§         Daily monitoring of the sterilisation process

§         Sterilisation process record keeping

§         Validation of the sterilisation process

§         Compressed gases/medical oxygen

§         Chemical hazard management

§         Material safety data sheets

§         Drug management

·        08.ADMINISTRATION

o       01.MEDICAL CONTACTS

§         Emergencies

§         Associations

§         Accreditation and quality assurance bodies

§         Government departments

o       02.OUR CLIENTS

§         Client health education

§         People in distress

§         Non-English-speaking clients

§         Health and community services

o       03.NON MEDICAL CONTACTS

§         Anti-discrimination agencies

§         Workplace and industrial relations agencies

§         Occupational health and safety agencies

§         Chamber of commerce

o       04.RECEPTION

§         Telephone practice

§         Reception area layout

§         Returning client phone calls

§         Reception area checklist

§         Cleaning of practice premises

§         Cleaning checklist - example

o       05.SECURITY

§         Security

§         Key register

§         Personal security

§         Opening/closing premises

o       06.APPOINTMENTS

§         Managing appointments

§         Home visits and other visits

§         Triaging appointments

§         Current Triage Instructions

§         Recall and reminder

§         Follow up test results

§         Managing client attendance

o       07.MEDICAL RECORDS MANAGEMENT

§         Check list for subpoena of medical records

·        09.ACCREDITATION

o       01.QMS

§         Quality assurance

§         PDSA Cycle

§         Accreditation process

§         After Hours Agreement