- Image via Wikipedia
- All available appointments are full.
- All staff showed up for their shifts.
- No one burns toast in the toaster oven and sets off the fire alarm.
- None of the staff show up to work wearing flip-flops or pink underwear beneath their white scrubs.
- All patients have been reminded about their appointments so they all show up.
- Patients calling for same-day appointments are able to be worked-in appropriately.
- No patients give false information at check-in.
- Established patients arrive on time with their insurance information and co-pay.
- New patients arrive on time to complete their paperwork, and give their insurance card, photo ID and co-pay to the receptionist.
- Patients with x-rays or other imaging studies bring the films or a CD.
- Patients with fasting appointments arrive having fasted.
- All patients arrive bringing their bag of medications.
- Patients in wheelchairs and with difficulty ambulating are accompanied by caregivers.
- Patients who do not speak English or are deaf have notified the office prior to the appointment and the appropriate technology or interpreters are available for the appointment.
- Patients with procedure appointments have followed their pre-procedure instructions.
- Patients with procedures have been pre-authorized by their insurance carrier and their personal financial responsibility has been discussed with them and payment arrangements have been made.
- Patient eligibility has been checked and those unable to be authorized have been called before their appointment to gain further information about their payer source.
- If computers go down, there are paper procedures in place to enable staff to continue seeing patients.
- No patients arrive saying “I forgot to tell you, this is Worker’s Comp/ an auto accident/ a liability case and I was told by my lawyer not to pay anything.”
- None of the patients pee on a waiting room chair.
- Neither JCAHO nor any state or federal officers show up.
- The copiers and faxes all work.
- No subpoenas come in the mail.

- Image by Smithsonian Institution via Flickr
- It’s not your very first day live on electronic medical records.
- All phone calls are answered before the third ring and no one has to leave a message.
- No patients walk in the door with severe chest pains and say “I knew the doctor would want to see me.”
- Patients remember to call the pharmacy for refills.
- Providers all run on time and seem in particularly good moods.
- Patients get their questions answered with callbacks within two hours.
- Someone delivers sandwiches, drinks and brownies to the practice for lunch. There is enough for everyone.
- No bounced checks come in the mail.
- Providers spend so much time in the exam room listening to their patients that the patients leave feeling that every question they had (and a few they didn’t know they had) was answered.
- Providers circle the services and write the diagnosis codes numerically on the encounter form, remembering that Medicare doesn’t pay for consults any more.
- Sample medications that providers want to give patients are in the sample closet.
- Records that providers want to reference are in the chart and are highlighted.
- No one calls urgently for old medical records that are in the storage unit across town.
- There are no duplicate medical records.
- Patients checking out never say “But he was only in the room for 5 minutes!”
- The patient restrooms don’t run out of toilet paper.
- No bankruptcy notices come in the mail.
- All phlebotomists get blood on the first stick.
- No kids cry.
- The HVAC system works beautifully, keeping it cool where it needs to be cool, and warm where it needs to be warm.
- Congress announces that the SGR formula has been revoked and a new reasonable model for paying physicians has been discovered.
- Everyone goes home at 5:00 p.m., glad to have a job, glad to be of service, and happy with their paychecks.
- Image by George Eastman House via Flickr
There seem to be a lot of people searching for rules for medical offices. I’ve never heard of such rules, but since people are looking for them, I thought I’d write some.
- Medical offices are professional workplaces and staff need to dress, speak, and purport themselves professionally.
- Patients are customers and customer service should be paramount. Give all patients the utmost respect and practice compassion, compassion, compassion.
- If it didn’t get documented (on paper or electronically), it wasn’t done. If it didn’t get documented, you can’t charge for it.
- HIPAA. First of all, please spell it correctly. One P, two As. Secondly, know what it means and make it so!
- Never enter an exam room without knocking.
- Confirm patient identity (name, date of birth, etc.) before giving injections, taking specimens or performing a procedure.
- Image via Wikipedia
- Remove very sick or very angry patients from the front desk immediately. Take the sick ones to exam rooms and take the angry ones to the manager’s office.
- Do not use medical jargon with patients. If they don’t know what you’re talking about, they might be too intimidated to ask.
- Wash your hands. Often. No matter what you do in the practice.
- The office should be CLEAN, fresh and up-to-date. No dying plants, no magazines more than 9 months old, no dust bunnies behind the doors, no stained seating or carpets.
- Train staff to apologize, and to apologize sincerely.
- Complaints from patients and staff need to be addressed in 2 weeks or less.
- Medical equipment is to be maintained and tested annually for safety and performance.
- Once a medical record is finalized, the only changes to a paper record are single line strike-throughs with corrected information and initials, or addendums. There are no changes to electronic records, only addendums.
- Patients don’t understand insurance. Be the expert.
- Shred confidential practice paperwork and patient-identified information on-site.
- Keep medications (including sample medications) in locked cabinets and use a good inventory system to log the use and replacement of stock.
- Strive to meet patients at their communication level. Use graphics, translated materials and interpretive services when needed.
- Don’t expect patients to be on time for their appointments when the provider isn’t.
- Don’t make copies from copies.
- Give everyone the benefit of the doubt. There’s always more to the story. Okay, this is really a rule for life in general, but it works in medical offices too.
Leave a comment and tell me what rule you would add.


