Internal Medicine Practice Staff Training Manual

1. Clinical Operations

1.1 Patient Flow Management

• Check-in Procedures

  • Verify patient demographics
  • Update insurance information
  • Collect copayments
  • Review/update medical history forms

• Vital Signs Protocol

  • Blood pressure measurement guidelines
  • Temperature recording
  • Pulse and respiratory rate assessment
  • Height/weight/BMI documentation

1.2 EHR Documentation

• Required Documentation Fields
  • Chief complaint
  • Medication reconciliation
  • Allergies verification
  • Problem list updates

2. Administrative Procedures

2.1 Scheduling

• Appointment Types
  • New patient visits (60 minutes)
  • Follow-up visits (30 minutes)
  • Urgent care slots (15 minutes)
  • Annual physicals (45 minutes)

2.2 Insurance Verification

• Pre-visit authorization procedures
• Medicare/Medicaid requirements
• Commercial insurance protocols

3. Clinical Support Duties

3.1 Laboratory Procedures

• Specimen Collection
  • Blood draw protocols
  • Urine sample handling
  • Specimen labeling requirements

3.2 Patient Education

• Medication instruction protocols
• Lifestyle modification guidance
• Follow-up care instructions

4. Safety and Compliance

4.1 HIPAA Compliance

• Patient privacy procedures
• Protected health information handling
• Security breach protocols

4.2 Emergency Procedures

• Medical emergency response
• Fire safety protocols
• Evacuation procedures

5. Quality Assurance

5.1 Patient Satisfaction

• Survey protocols
• Complaint handling procedures
• Service recovery guidelines

5.2 Performance Metrics

• Wait time monitoring
• Patient throughput goals
• Documentation compliance standards