Clean up practice operations Pathway

Your progress

0 of 5

Check a milestone after completing the work and writing down any questions that still need review. Your progress stays on this device.

Milestones

Start with the next decision.

Milestone 1List the regular tasks and decisions, where work waits or has to be redone, and what keeps interrupting the owner
Milestone 2Choose the three handoffs where the risks or repeated problems most need attention
Milestone 3For each handoff, name its owner and backup, the trigger that starts it, the deadline, how completion is recorded, and where exceptions go
Milestone 4Remove duplicate systems and close access nobody still needs
Milestone 5Try the weekly review and monthly check-in over the next six weeks

Toolkit

Tools for the steps ahead

Browse all worksheets

Worksheet · AvailableTechnology inventory Worksheet · AvailableWeekly practice review Guide · AvailableKeep an administrative decision log

Review boundary

Some decisions need a qualified reviewer.

This pathway organizes work. It does not determine legal structure, classification, licensure, taxes, clinical standards, privacy compliance, security assurance, accounting treatment, or contract acceptability. Write down the question, its source, who is responsible, and when an answer is needed. Then take it to the right reviewer.