Weekly Responsibilities

  • Cash Flow Monitoring: Ensure a healthy financial position by tracking inflows and outflows.
  • Accounts Payable Monitoring: Keep accounts current and avoid missed payments.
  • Staff, Supervisor, and Owner Meetings: Align goals and enhance operational efficiency.
  • Chart Completion Monitoring: Maintain compliance with timely chart completion.
  • Claim Submission Monitoring: Track claims to ensure timely reimbursement.

Monthly Responsibilities

  • KPI Review by Practice and Provider: Analyze key metrics like patients, charges, collections, accounts receivable, and expenses.
  • Financial Comparison: Spot trends and opportunities by comparing performance with previous months and year-to-date figures.
  • Summary Report: Receive a detailed report with actionable recommendations to improve financial performance.

Quarterly Responsibilities

  • Monthly Reports Compilation: Consolidate monthly reports into a comprehensive quarterly summary.
  • Quarterly Comparisons: Track growth by comparing quarter-to-date figures with previous quarters.

Yearly Responsibilities

  • Comprehensive KPI Review: Analyze critical metrics such as Sick-to-Well Visit Ratios and Evaluation & Management (EM) Code Distribution.
  • Provider Compensation & Bonus Review: Ensure staff and provider bonuses align with performance metrics.
  • Annual Strategic Planning: Align practice goals with leadership during annual strategy sessions.
  • Training Program Recommendations: Suggest and conduct training programs to improve staff efficiency.