Office Manager Transition Plan of Attack

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Office Manager Transition Plan of Attack by Mind Map: Office Manager Transition Plan of Attack

1. COLLECT

1.1. Accounting

1.2. Payroll

1.3. Reports (Stat sheet, ops budget, other)

1.4. On-site audit

1.5. Assign duties

1.6. Credentialling and CAQH

1.7. Billing Claims

1.8. Patient Statements

1.9. A/R Follow up (insurance and PT pay)

1.10. HR Dept

1.11. Important Contacts phone and emails

1.12. Health Insurance

1.13. COI for providers

1.14. Passwords

1.15. Policy's and Procedures

1.16. 15 min interviews with each employee

1.17. Weekly Housekeeping Update Emails

1.18. All employee staff meetings every ? months?

1.19. Business Licenses, Liability ins, Personal Property per office

1.20. Ordering supplies

1.21. Expenses per month/office (create budget)

1.22. PTO calculation

1.23. Dropbox

1.24. Employee Files

1.25. Referral/Intakes

1.26. Posting payments

1.27. Medical Records

1.28. Liberty office move

2. DO

2.1. Update google sign in phone # to Heather and recovery email

2.2. Gather all employees email passwords to update their recovery emails and phone #

3. ORGANIZE

4. REVIEW

4.1. OnePassword.com

5. PROCESS

5.1. Timeclock