Practice Playbook: Best Practices Checklist For Successful Remote Front Office Engagement
Share Goals and Create Visibility ☐ Include your remote professional in team meetings when possible ☐ Share daily priorities, production goals, and known challenges ☐ Encourage input on workflow improvements or barriers to performance
Keep Practice Information Centralized ☐ Maintain a Practice Playbook with current details on: Scheduling preferences and appointment lengths Standard operating procedures (SOPs) Fee schedule updates Team roles and contact information Practice-specific workflows ☐ Update the playbook whenever workflows, staffing, or policies change ☐ Use the playbook as a shared reference during onboarding and transitions
Protect the Patient Experience ☐ Ensure patients know who they are communicating with ☐ Clearly define handoffs between onsite and remote team members ☐ Keep staffing changes and role updates current in the practice management system
Limit Access to What’s Necessary ☐ Grant remote professionals only the access needed for their role ☐ Review access permissions during onboarding and role changes ☐ Remove access promptly when responsibilities change or engagements end
Use Secure, Real-Time Communication ☐ Maintain an all-team or role-based channel for shared updates. Swiss Monkey can provide options through our 3rd party partners 🚫 Avoid relying on email for daily operations, as it can create information silos ☐ Use practice management schedule to share any staffing updates and be sure to place every morning on an All-Teams thread so all team members are aware of team member schedule ☐ Use HIPAA-compliant communication tools for internal messaging. Do not use personal cell phones or emails. Swiss Monkey can provide options to practices if needed!
Align Early and Check In Regularly ☐ Meet regularly at the start of the engagement to define priorities, share best practices, discuss opportunities and define what a “successful” engagement looks like ☐ Adjust meeting cadence as workflows stabilize ☐ Set clear expectations for tasks, timelines, and outcomes. Roles and expectations may change over time so clear and open lines of communication are key!
Best Practice Reminder: Consistency, visibility, and secure communication are key to successful remote collaboration.
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