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Publication (Hardcopy)

Policies and Procedures: A Guide for Medical Practices

Credit(s): 8 AMA PRA Category 1 Credits™ (Enduring)
Course Number: PME-POLICY/GEN
Original Program Date: March 1, 2011
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    TMA’s Policy and Procedure guide contains more than 200 up-to-date policies and procedures, tools, sample letters, and forms you can customize for your office.  This practical, easy-to-use guide is specific to Texas medical practices and Texas law and is based on "best practices" that are vital to running an efficient practice — from solo physicians to large groups.

    As an added bonus, physicians who complete a post-test can earn continuing medical education credits and a professional liability discount from the Texas Medical Liability Trust.

    Each guide contains a customizable CD containing policies and procedures on:

    • Human Resources

    • Front Desk

    • Business Office

    • Management Responsibilities

    • Clinical

    • Medical Records

    • Safety

    • Compliance

    • HIPAA


    Released:       Mar. 1, 2011
    Reviewed:      Oct. 16, 2013

    Expires:          Oct. 16, 2016


    Target Audience
    Texas physicians in all specialties and those who work with them.

    Course Objectives
    Upon completion of this activity, participants should be able to:


    1. Provide standardized and consistent training for practice staff;

    2. Set performance standards to deliver quality patient care and customer service; and

    3. Serve as a reference for federal, state and other regulatory guidelines.


    Teaching Methods
    The participant is required to read the course in its entirety and complete an online test and course evaluation to obtain credit.

    Cancelation Policy
    No refunds will be processed for this product.

    Sponsored By

    8 AMA PRA Category 1 Credits™ (Enduring)   The Texas Medical Association is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.

    The Texas Medical Association designates this enduring activity for a maximum of 8 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

    The Texas Medical Association requires physician to complete 70-percent of the test questions correctly to receive credit for this course.

    See TMA’s Web Site Privacy Statement

    8 ETHICS   This course has been designated for 8 credit(s) of education in medical ethics and/or professional responsibility.

    3 TMLT   Physicians who are insured with Texas Medical Liability Trust (TMLT) may earn professional liability insurance discounts by participating in approved continuing education activities. TMLT policyholders who earn 3 TMLT credits within 12 consecutive months will earn a 3-percent discount (not to exceed $1,000), which will be applied to their next eligible policy period.

    Heather Bettridge, Director, Practice Management Education

    Heather Bettridge, BA, CPC, CPMA, is a practice management consultant with more than 10 years’ experience in health care. Her expertise includes practice operations, human resource management, coding and documentation audits, financial analysis, and new practice setups. She holds a BA from The University of Texas at Austin and is certified as a professional coder as well as a professional medical auditor by the American Academy of Professional Coders.

    Laura E. Palmer
    Peggy Pringle, CMPE, Associate Vice President, Practice Management Services

    Peggy Pringle, BS, CMPE, serves as associate vice president of TMA Practice Management Services. Her more than 25 years of diverse health care experience includes business development, marketing, staff recruitment and training, and new practice setups. She holds a BS in management and marketing from Houston Baptist University and is a certified medical practice executive through the Medical Group Management Association (MGMA).

    DescriptionPagesFile Size
    2013 Table of Contents.pdfNA127 KB
    Financial_AssessmentNA26 KB
    Guidelines_for_Interview_QuestionsNA43 KB
    Hepatitis_B_VaccinationNA26 KB
    Hepatitis_B_Vaccination_DeclinationNA23 KB
    Incident_ReportNA36 KB
    Insurance_Plan_ProfileNA27 KB
    Patient_ComplaintNA26 KB
    Patient_Consent_to_TreatNA23 KB
    Patient_EducationNA26 KB
    Workers_Compensation_RegistrationNA28 KB
    Write-Off_RequestNA25 KB
    - James (Lubbock, TX)
    Increase information about electronic/computer/IT guidilance for HIPPA related issues, like encrytion, etc. - Pannaben (Mansfield, TX)
    Necessary to know but daunting for the Solo practitioner. - Augustin (Bastrop, TX)
    - Priscilla (Houston, TX)
    - Mark (Fredericksburg, TX)
    The organized presentation of needed information was very helpful, as were the sample letters and documents with CD. Thank you for this practical course and guide book. - Susan (Palestine, TX)
    - Claire (New Braunfels, TX)
    - Roberto (Raymondville, TX)
    awesome, should be required of all medical practices - John (Midland, TX)
    I feel that if the material is purchased and within one year of the purchase if there is new material released or revised, it should be included as part of the original purchase and provided. - Kristin (Katy, TX)
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