Resources for The Successful Practice Manager
See below for links, guides, programs, and resources mentioned in CAP's The Successful Practice Manager online program.
Scroll to browse the entire library of resources, or click to jump to a module below:
- Module 1: Office Administration
- Module 2: Human Resources
- Module 3: Business Management
- Module 4: Credentialing and Contracting
- Module 5: Billing and Reimbursement
- Module 6: Financial Management
Module 1: Office Administration
Section 1 - Purchasing Practice Equipment and Supplies
- Resources for Leasing and Purchasing
Section 2 - Insurance Administration
- Medical Professional Liability Coverage Carrier Financial Rating: A.M Best Website
- EPLI Employer and Employee Responsibilities CAP Human Resources Manual for Medical Practices - Manager's Handbook
- Medical Professional Liability Coverage CAP Medical Professional Liability Coverage
- Business Insurance Products Symphony Health
Section 3 - Working with Information Technology
- Cybersecurity Free HIPAA Cybersecurity Training from Nas Cybernet
- Sourcing IT Vendors CAP Marketplace
- Selecting IT Systems Office of the National Coordinator (ONC) Health IT Playbook
Section 4 - Compliance Management
- CAP Resource: Responding to Requests for Medical Records CAP Quick Action Guide to Releasing Patient Records
- HIPAA Resources
- OSHA Training from Evolve eLearning Discounted OSHA Compliance Training
- Medicare CMS Training Resources The Medicare Learning Network
- Medicare Audits and Responding to Requests: AMA Resource - Private Practice Checklist Payor Audit Checklist
- Officer of Inspector General: Seven Elements for a Compliance Program General Compliance Program Guidance
- Setting up a Compliance Program: MGMA Fillable Form Book MGMA Compliance Plan Toolkit
Module 2: Human Resources Management
Section 1 – Staffing and Employee Management
- Guidance on Exempt vs Nonexempt Employees in California https://www.calchamber.com/california-labor-law/exempt-nonexempt-employees
- CAP Human Resources Manual For Medical Practices
- CAP Hiring Resources CAP's Hiring Great Staff Guide
- Termination Guidance and Sample Letters Human Resources Manual for Medical Practices - Manager's Handbook
- Guidance on Types of Leave Available to Employees Human Resources Manual for Medical Practices - Manager's Handbook
- Additional guidance on employee leave, meal and rest breaks Addressing Critical Human Resources Challenges in the Medical Practice
- Guidance on employee health and welfare policies
- Harassment Avoidance and DE&I Training Free Courses for CAP Members from Traliant
Section 2 – Working with Payroll and Staff Benefits
- 401(k) Resources
- CAP Employee Assistance Program (EAP) Assistance and Counseling for CAP Members
- Practice Management Solutions for HR, Payroll, Benefits Administration, and More CAPAdvantage
Section 3 – Cultivating a Positive Workplace Culture
- Link between positive organizational and workplace culture and patient outcomes. Reference: Braithwaite J, Herkes J, Ludlow K, et al. Association between organisational and workplace cultures, and patient outcomes: systematic review. BMJ Open 2017;7:e017708. doi: 10.1136/bmjopen-2017-017708.
Section 1 – Business Planning
- MGMA Member SWOT Tool SWOT Analysis Template
- MGMA Member Industry Benchmarking Data Tool Medical Practice Evaluation Tool
- CAP Marketplace for Help Seeking Practice Management Consultants CAP Marketplace
- CAP Webinar Key Strategies for Ensuring a Profitable Independent Practice
Section 2 – Marketing
- AMA Resources: Marketing and Branding for Private Practices Identifying Your Practice's Marketing Advantage
- Websites and SEO A Guide to Basic Digital Strategies
- How to Add or Claim your Business Profile on Google Step-by-Step Instructions
- CAP Publication How to Build and Manage a Sterling Online Reputation
- Referral Marketing A Guide to Maximizing Physician Referral Strategies
- Community Engagement A Guide to Building Trust in Your Practice Through Public Relations and Community Outreach
Section 3 – Patient Experience
- CAP Webinar Creating the Extraordinary Patient Experience
- CAP Resource The Physician's Action Guide to an Outstanding Patient Experience
- Patient Feedback – Enhancing your Online Reputation. Master Patient Experience Survey 2020: How Patients Use Online Reviews
Module 4: Credentialing and Contracting
Section 1 – Payers and Payment Models
- AMA Private Practice Toolkit: Payor Contracting 101
- California Department of Insurance: List of Insurers Providing Health Insurance Coverage
Section 2 – Contracting with Payers
- AMA Toolkit Practice Management Claims Processing: Tools for Proper Payment and Appeals
- MGMA Payer Negotiation Checklist Payer Contracting: Ten Action Items to Optimize Your Negotiations
- AMA Article Evaluation and Negotiating Payment Options
Section 3 – Physician Credentialing
- AMA Guide Preparation Guide for Physician Credentialing
- CMS NPI Information National Provider Identifier Standard (NPI)
- NPPES Website (for National Provider ID (NPI) registrations) NPI Registry
- Healthcare provider taxonomy code set HCP Taxonomy Code Set v 24.1
Module 5: Billing and Reimbursement
Section 1 – Coding
- Official AMA Storefront on Amazon (AMA Codebooks) American Medical Association Medical Coding and Billing Resources
- CMS.gov - List of CPT/HCPCS Codes List of CPT/HCPCS Codes
- MGMA Member Tools 2024 Medical Coding and Billing Toolkit
- AMA Steps Forward Toolkit - Workflow and Processes Simplified Outpatient Documentation and Coding Toolkit
- AMA Private Practice Toolkit Payer Contracting 101
- CMS Guide Evaluation and Management Services
- AMA Guidelines Evaluation and Management (E/M) Services Guidelines
- CMS - Medicare Learning Network: NCCI Tools
- AMA Guidelines Payer Evaluation and Management (E/M) Downcoding Programs
- MGMA Insights Article The Value and Purpose of Medical Coding Audits
Section 2 – Fees and Billing
- CAP Billing Guide Physician's Action Guide to Smarter Billing
- CMS Physician Fee Schedule Guide Physician Fee Schedule Look-up Tool
- MGMA 2024 Medicare Physician Fee Schedule Tool (Facility and Non-Facility)
Section 3 – Outsourcing Billing and Coding Services
- AHIMA Certified Coding Certifications and Careers AHIMA Certification
Module 6: Financial Management
Section 1 – Revenue Cycle Management
- AMA Claims Processing: Electronic Transaction Toolkits for Administrative Simplification
- MGMA Tools & Checklists Finance and Revenue Cycle Management
Section 2 – Cash Flow Management
- SCORE Business Planning & Financial Statement Templates
- MGMA Principal Principles Critical Accounting and Financial Concepts for Healthcare Leaders
- Further Information on Liquidity Ratios
Section 3 – Financial Benchmarking
- MGMA Industry Benchmarking Data Tool MGMA DataDrive
- MGMA Foundational Benchmarks and KPIs Insight Article: Foundational Benchmarks and KPIs for Medical Practice Operations in 2023