Healthcare · Front Office & Intake
Office Manager Handbook
An internal guide for the person running a medical practice's front office, covering daily operations, staff duties, and administrative procedures.
What it usually contains
- opening and closing routines for the front desk
- staff scheduling, timekeeping, and coverage rules
- patient check-in, insurance verification, and collections procedures
- hiring, training, and performance review steps for front office staff
- escalation paths for patient complaints, no-shows, and billing disputes
What the assistant uses it for
Answering how the front office is supposed to run day to day — who handles what task, what steps to follow for intake or payment issues, and how to onboard or supervise desk staff.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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