Establish Workflow: Email

Steps to Define Email Workflow

Hold a team meeting

Gather practice staff for a focused discussion about what needs to get done and who will be responsible for doing it.

Identify the important questions

Download this list of questions(1 page DOC) to get the discussion going.

Document for the future

Document the discussion, the answers to the questions and the new processes that you've all agreed to. If you don't already do this, now's a good time to start: update job descriptions(2 page DOC) and write a standard operating procedure (SOP) document for future reference.

What you will need

  • Decision-making authority
  • Time to talk (depends on practice size)
  • A way to document decisions and processes (e.g., office manual)

Difficulty: Easy; need dedicated time to discuss and document

Outcome: Documented processes and responsibilities

Time to Complete: One month (four to eight hours to discuss; three weeks to implement)