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 |
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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 |
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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 |
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Employee Counseling Form |
A form that can be used to document a written warning |
Download Format: PDF |
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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 |
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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 |
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Job Description Questionnaire |
A questionnaire for staff members to identify their work processes and primary tasks |
Download Format: PDF |
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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 |
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Performance Evaluation Report |
A one-page evaluation form that covers essential performance areas |
Download Format: PDF |
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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 |
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Work Relationship Assessment Form |
A form to assess your practice’s performance in seven areas of work relationships |
Download Format: PDF |
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