Leveraging Technology
Administrative tasks can be handled virtually via phone or online private branch exchange (PBX) system |
Benefits
Office Space |
A virtually distributed staff means saving on the cost of having more office space |
Billing & Administration |
Handled offsite, removing the need for a front desk |
Scheduling |
Virtual scheduling saves time for both your staff and patients |
Communication |
Calls and emails are set up to be made and returned at specific times of the day instead of having to be preformed manually by staff |
Records |
Cuts back on paper and the need for a filing system |
Labs |
Kits can be drop-shipped from the lab directly or you can send patients to LabCorp or Quest blood draw stations |
Supplements |
Drop-ship directly from vendors instead of stocking in office |
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Essential Staff
These three roles are the key to keeping your practice operating smoothly and efficiently while allowing you to focus on your patients |
Bookkeeper
Keeps finances in order. Requires someone who is reliable, trustworthy, and familiar with newer online tools |
Practice Manager
Handles all back-end administrative functions (creating systems, ordering labs and supplements, setting up accounts with vendors, and managing the electronic health record and billing responsibilities) in addition to making strategic decisions about the practice. Must be extremely detail oriented and organized |
Patient Navigator
Handles patient onboarding, ordering supplements and labs, processing charts, and communication. Fields and screens patient questions, mediates disputes, and provides moral support. Requires someone that is empathetic, compassionate, and emotionally mature with excellent written and verbal communication skills |
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Optional Staff
In addition to essential staff, there is a range of part-time independent contractors that you might want to consider |
Roles
Graphic Designer |
Designs brand identity (business cards, website, etc.) |
Developer/IT Support |
Back-end website development, sets up staff email addresses, software support, hardware set-up |
Tax Prep & CPA |
Prepares taxes and consults on bigger strategic questions as the practice grows |
Human Resources |
Manages HR-related issues in the practice |
Business Attorney* |
Helps with incorporation, draws up contracts for independent contractors and employees, and answers any questions related to business issues |
Healthcare Attorney* |
Helps with documentation (informed consent, arbitration agreements, documentation related to insurance billing, etc.) |
*Services such as Rocket Lawyer offer a subscription for access to attorneys at a cheaper rate than hiring hourly
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Allied Health Professionals
Utilizing allied health professionals gives patients a full-care experience while cutting down on practice cost. These allied providers play a role in four key areas |
Coaching Sessions Between Appointments
Health coaches specialize in keeping patients on track, and provide empathy and support. These check-ins can significantly improve compliance, and higher patient and clinician satisfaction. You don’t necessarily need a licensed provider to do these appointments |
Follow-up Visits
These visits can be done by an NP, PA, health coach, or nutritionist. If you are discussing lab results, making diagnoses, and prescribing treatment, this requires a PA or NP; if you are simply covering diet, lifestyle, and behavioral modifications, this could easily be a health coach or a nutritionist |
Group Visits
Group visits leverage the provider’s time to serve more people and also offer much needed community and connection for patients suffering from chronic illness |
Patient Portal
An NP or PA would be needed to handle prescription refills and other tasks requiring a license, but nutrition, lifestyle, and basic protocol questions can be handled by health coaches or nutritionists |
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