Protect the Patient Experience Ensure patients know who they're communicating with and what role they play Define clear handoff protocols between remote and in-office team members Keep your PMS and scheduling system updated so remote staff have current info Review Swiss Monkey productivity reports after every shift Don't rely on email for daily operations — use real-time communication channels
Track KPIs From Month One Set up call tracking to know your answer rate from week one
Track new patient source so you know which marketing channels are working Monitor claim submission lag — anything over 48 hours needs a process fix Review no-show rate weekly; address patterns before they compound Check unscheduled treatment report monthly — that's your hidden revenue list
Credentialing Best Practices Start credentialing 4–6 months before your planned opening date Create a master tracker with submission dates and payer status per plan Keep CAQH profile fully complete and re-attest every 120 days Have your PPO strategy determined before submitting applications Follow up with every payer at least every 2 weeks after submission
Best Practice Reminder: Consistency, visibility, and secure communication are the foundation of successful remote collaboration — especially during a startup's critical first year when systems are still being built.
Last Updated: March 2026 © Swiss Monkey. All Rights Reserved.
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