In order to run a private practice like a well-oiled machine, it first needs to be approached like a proper business. That means having its own internal processes, policies and guides.
While it might seem unnecessary to have an extensive set of policy documents for a small practice, they’re essential even for a sole practitioner in order to ensure accuracy, consistency and productivity.
Policy and process documents are there to be used and referred to, with the following goals and actions in mind:
- Repeat the same procedures without mistake
- Review a current process to implement changes
- For anyone to be able to complete an important task in the absence of the person generally responsible
- Use during staff training and induction
- In rare cases, use as reference during a dispute.
As such, there generally should be a written process for any and every task in your practice. Keep in mind that these documents can be short, straight-to-the-point, and written in your own words (not legalese).
With that said, below is a list of recommended internal processes and policies.
Operational Processes
- Practice opening/closing process
- Cash handling process
- Accident/emergency process
- Cleaning checklist
- Practice management software guide
- Internal communication policy and guidelines
Practitioner-Related Processes
- Recruitment process
- Practitioner onboarding process & induction/training guide
- Practitioner leave/absence policy
- Reporting policies and guide
- Practitioner performance policies:
- Client retention policy
- Attendance policy
Client-Related Processes
- New client booking process
- Cancellation & reschedule process
- Client emergency process
- Closing a case process
- Cancellation policy
Marketing-Related Processes and Guides
- Social media marketing policy and guide (Include where to obtain passwords)
- GP marketing guide
- Blogging guide