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How to Bring Organization Back Into Your Office Workflow

Posted by Janelle Pauli on Jul 12, 2017 2:25:00 PM
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With a busy day-to-day schedule, it can be quick and easy to fall behind and six months later wonder where the last six months have gone and how you got here. Staying organized in your practice is an important part of maintaining a steady business model, but most ODs wear many hats and struggle to keep up with both the patient care and the business side of running a practice - large in part because there just aren't enough hours in a day! We've identified 5 scenarios where being organized is more important than ever in a busy eyecare practice.

5 Times Organization is Key to Maintaining a Steady Office Workflow

How to organize when a key employee quits.eyecare practice organization

With any small business, when one employee quits it can be detrimental to your daily office workflow. In your practice, each employee has their own set of responsibilities and losing just one employee means someone else is going to have to pick up those daily tasks in order to keep patient flow moving smoothly. Even though having a strong employee quit or retire from your practice may seem like the worst thing, you might be able to find a silver living. Here are a few of our resources for getting organized when you're going through staff changes:

How to organize before a big change.

Making big changes in your practice can have big effects on your team, workflow, and patients. But, in order to keep up with the evolving landscape of healthcare and technology, change is an important part of moving your practice forward. Making sure you're organized before undergoing a big change, such as a software implementation, will help keep you and your entire team sane enough to manage the challenges that will ultimately lead to a stronger practice. To help get organized before a big change in your practice, use tips from these resources:

How to get organized at the end of the year.

The end of the year is often a busy time for eyecare practices as patients, looking to use up their benefits, flood your schedule. But, it is also a very important time to reflect on the past year and look at the successes, and failures, of your practice's performance. Heading into the new year with a fresh outlook and clear objectives of what you hope to accomplish is a good way to get organized.Here are a few things we think are important to do at the end of the year in order to get your practice organized for the year ahead:

How to organize when you need to ramp up sales.

Sales in your eyecare practice are an important piece of your practice's overall revenue. And with competition from online retailers, making sales in your dispensary has gotten even more challenging. While closing a sale ends up falling on your opticians a lot of the time, everyone in your office that your patients interact with contributes to making a sale. Use these resources to organize, motivate, and help your entire team close more sales in your practice:

How to organize when your claims are out of control.

Insurance claims are an area of your practice that can easily get out of control if not managed efficiently. If your biller is overworked or decides to leave your practice, you need to make sure you have a firm grasp on how the claim cycle is being managed in your office. To help you gain more control and organization over your claim processes, use these resources:

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Topics: Change Management, Optometrist

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