FPM Toolbox

Staffing

Download tools to help you clarify staff responsibilities, provide feedback, and more.

Chart Prep Questionnaire

A patient questionnaire that helps nursing staff ensure that recent clinical reports and data are collected in the patient's chart
Download Format: PDF
Source Article

Clinical Assistant Responsibilities in a Routine Visit

An outline of the duties clinical assistants can be trained to carry out in the team care model
Download Format: PDF
Source Article

Employee Benefit Package Summary

A worksheet that helps employees understand the total compensation package for the year, listing employee pay and benefits and the employer costs associated with each
Download Format: PDF
Source Article

Employee Counseling Form

A form that can be used to document a written warning
Download Format: PDF
Source Article

Employee Performance & Development Appraisal Form

A performance evaluation form that covers all the areas essential to rating the performance of management staff
Download Format: PDF
Source Article

Exit Survey Sample

A written survey for departing employees intended to determine the cause of staff turnover and how to prevent it
Download Format: PDF
Source Article

Job Description Questionnaire

A questionnaire for staff members to identify their work processes and primary tasks
Download Format: PDF
Source Article

Medical Assistant Shareport Card

A form used by physician to give feedback on the professionalism, communication skills, and patient care provided by a medical assistant.
Download Format: PDF
Source Article

Performance Evaluation Report

A one-page evaluation form that covers essential performance areas
Download Format: PDF
Source Article

Standing order for medication refills

A standing order including the rules for non-physicians to refill patient medication, as an example of standing orders in general.
Download Format: PDF
Source Article

Work Relationship Assessment Form

A form to assess your practice’s performance in seven areas of work relationships
Download Format: PDF
Source Article

Want to use this article elsewhere? Get Permissions


FPM E-Newsletter

Sign up to receive FPM's free, weekly e-newsletter, "Quick Tips & Insights."

Sign Up Now