A basic outline for a clinical operating manual most practices never get around to writing - just the structure and items you should include. For you to fill in with your own processes.

Product Description:

This is a framework to build from, not a finished manual — every prompt needs your own real workflow written into it.

What’s Included:

•     Ten-part framework covering the full operational lifecycle of a group practice

•     Prompts and categories only — no filled-in policy language, so it fits any practice model

•     Pairs with the Policies Manual Outline in the Toolkit Library for the policy side

Know your numbers before you commit to them.

For practice owners who want the financial tools without the full Toolkit Library — the Financial Dashboard explains how a cash flow forecast is actually built, and the companion Excel model lets you build your own from a real staffing plan. Useful on its own, and especially useful right before a hiring decision.

What’s Included:

•     Financial Dashboard — monthly and quarterly tracking, plus a plain-language explanation of forecast construction

•     Cash Flow Forecast Starter Model (Excel) — a working, formula-driven forecasting tool sized for a smaller practice