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: Word

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

Tool as published

Source Article

Employee Counseling Form

A form that can be used to document a written warning

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: Word

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