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: 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

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