Docstoc

Medical Practice Startup-Merger Checklist and Action Plan

Document Sample
Medical Practice Startup-Merger Checklist and Action Plan Powered By Docstoc
					SUBJECT                                     RESPONSIBLE PARTY(S) TARGET COMPLETION DATE STATUS/COMMENTS
License and Hospital Privileges:
___Federal & State ID #s
___State Medical License
___Narcotic License: Fed & State
___Occupational License
___Hospital Staff Privileges
___Malpractice Insurance
    ___Current
    ___Workers Compensation
Marketing and Advertisement:
___Announcement
    ___Newspaper
    ___Mailouts
    ___Electronic Mail
___Meet Potential Referring Physicians
___Community Awareness
    ___TV
    ___Radio
    ___Health Fairs
___Signage for Office
___Directory Changes
___Notification of Professional & Friends
___Notification of Facilities/Depts.
___Notification of Community Health
    Contacts
___Open House
Office and Building
___Office Layout and Design
___Office Lease/Purchase Agreement
___Utilities
___Janitorial Service
___Signage for Office
___Identify Shory/Long term renovations
___Security
Insurance Co. Enrollment
___Insurance Carrier Notifications
___Medicare
___Medicaid
___Blue Cross
___Aetna
___CIGNA
___United
___Other
___Copies of Existing Contracts
___ID Member Listing by Co.
Personnel:
___ID Employees to be retained
___Positions, skills required; Job Descrip.
___ID Employees; Interview; Hire
___Nurse-RN, LPN, or Med Assist
___Receptionist
___Benefits
   ___Health, Disability, Life
   ___Vacation & Sick Leave
   ___Other
___IRS withholdings; W-9s
___Training
Communications:
___Telephone System
___# of Office Phone Lines
___Fax and Computer Lines
   Telephone #
   Facsimile #
___Answering Service
___Pager for Physician
___Car Phone for physician
___Courier Service
___Transcription Equip. or Service
Forms:
___Charge Tickets/Payment Policy
___Medical Records Forms/Charts
___Appointment Cards
___Business Cards
___Letterhead; Stationary/Envelopes
___Prescription Pads
___Appointment Books
___Patient Information Brochures
___Magazine Subscriptions
___Patient Information/Magazine Display
___ICD-9 Coding Manuals
___CPT/HCPCS
___Physicians Desk Review
___Medical Dictionary
___Pt./Ins. Demographic Form
___Dictionary
___Charge Ticket/Payment Form
Computer:
___System Conversion Issues
   ___Accounts Receivable
   ___Master File Set Up
   ___General Ledger
___Appointment Scheduling
___Billing and Collections
___Referral Tracking
___Recall Notices
___Reporting
___Electronic Capabilities
___Training and Support
___Software Requirements:
   ___Server
   ___Personal Computers
   ___Terminals-ID #
   ___Printers-ID #
   ___Test Results Printer(s)
   ___Modems
Medical Equiptment and Supplies:
___Determine Equip. Needs
___# of Examination Rooms
___Procedure Equipment
___Laboratory
___Laboratory Results Printer
___Radiology
___Other
___Clinical Supplies
___Lab Coats
    ___Inscription
___Refrigerator(s) and Supplies:
Office Equipment
___Desks, Chairs, and Office Supplies
___Medical Records System
___Filing System(s)
___Cash Box
___Appointment Books
___Copier
___Fax
___Typewriter
___Refrigerator(s)
___Microwave
___Coffee
___Vending
Operational:
___Policy and Procedure Manuels
___Job Descriptions
___Appt. Scheduling Policies
___Office Hours and Support Staff
    ___Weekend/Special Coverage
    ___ID Call Group & Coverage
___Inventory Control
    ___Medical Supplies
    ___Medications-Refrigeration
    ___Office Supplies
    ___Cash Control
    ___Petty Cash
    ___Change Fund
    ___Fee Schedules
___Fee Schedule by Payers
___Financial/Collection Policies
___Notification of Enities/Depts.
___Notification of Pharmacy Reps; Other
___Audit Procedures
___Physician Training
Bank:
___Commercial Checking Account
___Accounts Payable System
___Payroll System
___Credit Cards
___Deposit Stamp
___Deposit Forms
Financials:
___Proforma-Income/Exp. Projections
___Budget
___Accountant
___Reporting
Real Estate:
___Community Tour
___Housing Selection

				
DOCUMENT INFO