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Financial Information


A.     Financial Income statement

B.     Guaranteed Income Statement

C.     Financial Calculators

D.     Financials Presentations

  1. Accounts Receivable

  2. Cost to Practice

  3. Flying High

  4. Financial Planning I

  5. Financial Planning II

  6. Economics

  7. Case Studies

  8. Financial Statements

  9. Overhead

  10. Accounts Receivable Analysis

  11. Advanced Accounts Receivable

  12. Tax Brackets

  13. Legal Entities

E.      Moonlighting and Taxes

a.      Definitions

b.      Moonlighting Taxes

c.      Income Tax Considerations

d.      Moonlighting Forms

F.      Quiz and Review

G.     Instructions



      A.     Basic Concepts

B.     Insurance 102

C.     Malpractice

D.     Disability and Life

E.     How to Reduce Risk

F.     Quiz and Review

G.    Instructions



A.     Contract vs. Anatomy

B.     Contract Review

C.     Physician Agreement

D.     Contract Checklist

E.      Contract Excerpts

F.      Quiz and Review

G.      Instructions


Practice Selection

A.     Start Early

B.     Recruitment

C.     Helpful Hints

D.     Practice Evaluation

E.      Advanced Practice Evaluation

F.      Practice Selection Considerations

G.     Contract Negotiation

H.      Interview Questions to Ask

I.       Personal Goals

J.       Quiz and Review

K.      Instructions



A.     Outpatient Services Grid

B.     Inpatient Services Grid

C.     Simple Coding

D.     Simple Coding Part II

E.      Procedural Coding

F.      Modifier Coding

G.     Advanced Derm Coding

H.     Coding Presentations

  1. E/M Coding, Part I

  2. E/M Coding, Part II

  3. E/M Coding, Part III

  4. E/M Coding, Part VI

  5. Medical Decision Making

  6. Factoid

  7. Derm Coding

  8. Coding the Nurse Visit

  9. Coding Consultations

  10. Recovery Audit Contractors “RAC”

I.     Coding Quiz and Review

J.     Instructions    


“How To”:

A.     What is Meaningful Use?

B.     Meaningful Use

C.     Patient Centered Medical Home PCMH

D.     ACO's and the Small Office

E.     Vendor Relations

Setup a Mock Trial

B.     Setup a Road Trip

C.     Choose and EMR

D.     Choose Computer Hardware

E.      Build Practice Floor Plan

a.       Construction Hints

b.      Designing an Office

F.      Furnish a Practice

G.     Credentialing

H.     Sample Credentialing Form

I.       Quiz and Review

J.       Instructions


Practice Operations


A.  The Future of Family Medicine

      a.      Part 1

      b.      Part 2

      c.      Part 3

      d.      Part 4

      e.      Part 5


a.       Business Associates Agreement

b.      Notice of Privacy

      C.  Miscellaneous Practice Forms

a.      Administration of Medicine

b.      Preauthorization to Treat Minors

c.      Consent for Pain Control Medication

d.      No Show Policy

e.      Consent to Treat

f.       Release of Records

g.       Advanced Beneficiary Notice

h.       Consent for Surgery

i.        Consent for HIV Blood Test

D.   Start a Practice

E.   Review Billing Processes

F.   Governancy

G.   Marketing and Clinic Development

H.   Competition

I.    Strategic Planning and Marketing 

J.    Insurance Contracting

K.   Kismet I

L.    Kismet II

M.  Is the Price Right?

N.   Billing Operations

O.   Manage It Yourself Or Hire a Professional

P.   Quiz and Review

Q.   Instructions


Benchmarking and RBRVS

  1. Benchmarking Concepts

  2. Benchmarking Graphs with OB

a.      99201-99205

b.      99211-99215

c.      99221-99223

d.      99231-99233

e.      Top Procedure Codes

f.       Top Radiology Procedure Codes

g.       Top Lab. Procedure Codes

h.       Instructions

  1. Benchmarking Graphs without OB

a.       99201-99205

b.       99211-99215

c.       99221-99223

d.       99231-99233

e.       Top Procedure Codes

f.        Top Radiology Procedure Codes

g.       Top Lab. Procedure Codes

h.       Instructions

  1. RBRVS Verses RVS

  2. Productivity with RBRVS

  3. What Can You do With RBRVS

  4. Quiz and Review

  5. Instructions


Staffing and Employment Law

  1.  Basics of Employment Law

  2. Bits and Pieces of Employment Law

  3. The Nature of Employment Law

  4. Myth or Truth

  5. Understanding Staffing

  6. Staffing Calculator

  7. Embezzlement

  8. Generational Differences

  9. Quiz and Review

  10. Instructions


Teaching Objectives

A.     Objectives

B.     Medical Practice Management Intro.

C.     Instructions


Teaching Tips


Financial Income Statements

A.  Calculate the effect of the number of patients residents see on the financial status of both the practice and themselves by creating different scenarios

B.  Simulate those effects by considering what residents want in the different parts of their lives and discussing those wants with their peers

C.  Discuss different financial needs according to the situations residents might find themselves in as a doctor by using spreadsheets calculate those needs.


Guaranteed Salary Statements

A.  Analyze the benefits that guaranteed salaries have on the residents’ financial well being by calculating the different options they will have.

B.  Simulate the effect those different salaries on the residents’ financial status by using information such as student loans, mortgages and other debts.

C.  Compare guaranteed salary options to other options by reviewing the previous lesson.


Retirement Calculation

A.  Examine the different factors that will effect the residents’ retirement by using a set formula.

B.  Relate previous topics of guaranteed salary and financial income to the residents’ retirement possibilities by working with the given spreadsheet.


A/R, Cost to Practice, Flying High

A.  Explain the meaning of accounts receivable and their importance to medical practices by taking part in an interactive lecture.

B.  Identify ways in which to make accounts receivable work effectively for the residents and their practices by taking part in an interactive lecture.

C.  List a breakdown of all aspects of running a practice and their effects on the financial part of the practice by taking part in an interactive lecture.


Financial Strategies

A.  Identify the different types of investment options that are available by taking part in an interactive lecture.

B.  Discuss the rules of investment that will help residents to be successful by using the “Ten Commandments of Investments” as a guide.

C.  Review the impact of financial strategies on the residents’ lifestyles by applying the “Ten Commandments of Investments” in discussions.



A.  Identify the important aspects of a contract that affect resident employment by looking at sample contracts and discussing them.

B.  List the traps and pitfalls most common in contracts by looking at sample contracts and discussing what lawyers have to say about certain clauses.

C.  Identify the steps and points to remember in contract negotiations.


Practice Selection

A.  Examine key points and hints that will help residents become successful in their interviews.



A.  Define multiple types of codes in both out and in-patient settings by looking at a grid with the most common definitions and discussing them.

B.  Simulate sample coding by taking a short, interactive quiz.

C.  Examine the importance of coding accurately and how that impacts accounts receivable.


Moonlighting and Taxes 

A.   Explain moonlighting.

B.   Examine the effect of moonlighting on income and taxes.

C.   Identify common forms used in moonlighting and discuss their importance.



A.   Discuss the notice of privacy and its role in the practice by discussing the Program’s HIPAA compliance document.

B.   Identify what a business associate agreement is and its importance on practices


Miscellaneous Practice Forms

A.   Identify and discuss the importance of the multiple forms that will or should be used in the residents’ practices.


Financial Management

A.  Explain the concept of financial management, including what a financial statement is, and what constitutes expense, and depreciation.

B.  Examine the idea of overhead in medical practices.


Commercial Insurance

A.  Examine the several types of commercial insurance available.

B.  Contrast what the different types of commercial insurance.

C.  Identify the importance of insurance for both the residents and their practices.


Personal Insurance

A.  Discuss the several types of personal insurance available.

B.  Compare and contrast commercial and personal insurance.

C.  Identify the best type of personal insurance for the residents’ current situations.


Professional Insurance

A.  Explain the many different types of professional insurance available.

B.  Examine the difference between commercial and professional insurance.

C.  Identify the importance of insurance for both the residents and their practices by taking part in an interactive lecture.


Malpractice Insurance

A.  Identify the importance of malpractice insurance for all doctors.

B.  Examine the general concepts of malpractice insurance.

C.  List the key components seen in most malpractice coverage policies.


Disability and Life Insurance

A.  Explain the difference between disability, life and other insurances already discussed.

B.  Examine the key parts to both disability and life insurance.

C.  Identify the importance of these particular types of insurance to both residents’ lives and their businesses, including discussing the difference of personally paying for the insurance or having the practice pay for the insurance


Mock Trial

A.  Understand the reality of trials by observing a mock trial.

B.  Analyze the importance of handling medical situations with care by observing and taking part in a mock trial.

C.  Discuss the implications of a trial on a doctor’s career by observing a mock trial.


Road Trip

A.  Participate and discuss the realities of different types of practices by traveling to those practices and asking questions to the doctors at the practices.

B.  Analyze the different aspects of practices by touring and experiencing real world practices. 



A.  Indicate the key components of who is involved in the patient care process.

B.  Examine the connection between all members of the office in caring for the patient.

C.  Reviewing common forms by examining them and discussing them as a group.


Choose an EMR

A.  Analyze the benefits and drawbacks of using an EMR in the practice.

B.  List the key components and uses of an EMR in today’s medical world.

C.  Discuss the pros and cons of having an EMR in a doctor’s office.


Computer Hardware

A.  Analyze the benefits and drawbacks of the different types of technology available to the residents, including EMRs and PDAs,

B.  List the key components and uses of the types of technology that will best fit the residents’ personalities and practices.


Benchmarking Concepts & Implementation

      A.  Define and explain what benchmarking is and why it is key to being successful.

      B.   List and implement the 10-step process of benchmarking.

      C .  Analyze the impact of benchmarking on medical practices.


Understanding Staffing

      A.  List the obvious and hidden costs of staffing for practices.

      B.  Discuss the multiple areas in a medical practice that must be staffed.

      C.  Use outside sources to help estimate the number of employees they will need in

            their office.


What Can You Do With RBRVS?

      A.  List the many ways in which RBRVS is beneficial to medical practices.

      B.  Calculate the conversion factor for RBRVS.

      C.  Determine the Relative Value Unit’s for each CPT code.


RBRVS verses RVS

      A.  Analyze the historical events that led to the creation of RBRVS.

      B.  Compare and contrast RVS with the current RBRVS.

      C.  Discuss the principal components of the RBRVS system.


RBRVS Is a Useful Tool

      A.  Define RBRVS and explain its usefulness.

      B.  Compare the productivity of multiple physicians by using the five-step process


      C.  Analyze the high and low points of the RBRVS in terms of productivity.


Basics of Employment Law

      A.  Define at-will employment, including the exceptions.

      B.  Define the roles of applications, background checks, FCRA, and past

            employment check in hiring new employees.

      C.  List the do’s and don’ts of interviewing.

      D.  Analyze employment contracts and their particular sections, such as non-compete

            agreements and non-disclosure agreements.


Bits and Pieces of Employment Law

      A.  Define employee and contractor, including their differences.

      B.  Discuss effective recruiting, including interview techniques.

      C.  Analyze the pros and cons of creating employee handbooks.

      D.  Discuss harassment in the work place, including the different types of harassment

            that may occur.


Myth or Truth

      A.  Analyze key misconceptions in employment law using past knowledge.

      B.  Discuss ways to make the work place more beneficial to all, including paid

            holidays, etc.

      C.  Discuss the importance of documentation in all aspects of the practice.


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This site was last updated 03/03/16