4 Tips for Running an Efficient Medical Office


Each day at a medical office is different. As patients with different needs rotate in and out, it’s easy for the workflow to get bogged down. The many variables can cut into efficiency, which is why it’s essential to create a business management strategy. Below are several tips to ensure you’re providing your patients with the best service.

How to Run a Medical Office More Efficiently

1. Prioritize Each Day

Prioritizing tasks is the easiest way to take control of your day. Look at the reoccurring daily workload, such as restocking rooms, sterilizing tools, and having nurses brief the doctors. Prioritize them by order of importance and allocate a portion of the day to handling each task.

Have office staff focus on patient outreach, scheduling, and billing in an order you’d prefer. Leave room in the schedule for emergency appointments.

2. Automate

business management st. charlesAutomation can make countless aspects of business easier. Set up auto-deliveries for supply restocks. Utilize automated emails and text message reminders for patient outreach. Have virtual assistant services auto-bill patients to save you time throughout the workday.

By automating certain aspects of business management, you’ll remove the potential for human error. You’ll also allow employees to focus on their more crucial tasks.

3. Use an Online Patient Portal

These convenient platforms allow patients to upload changes in their health, medication, or to submit questions to a third-party nursing staff 24/7. Online portals include online payment features, scheduling, and rescheduling services. The office can also send notifications to patients. Online platforms are a great way to interact with patients without having to draw staff away for a phone call.

4. Plan for Delays

People are going to be late, and staff members may have to take an occasional sick day. Shipments may even face supply chain delays. Anticipating these will help you work through unexpected delays.

Create a late-patient system where you move on with other patients to keep the office moving. Have extra staff on call and create a 24-hour notice program if employees are feeling ill. Consider ordering more supplies than you need to ensure you have backups if shipments are late. This ensures you have the staff and products to provide optimal care.


If you’re exploring business management services, contact Beacon Virtual Assistants LLC. Based in St. Charles, MO, this company provides virtual and personal assistants to improve the way companies work. From data entry to fleet management services, their skilled staff will ensure you have the solutions you need. Call (314) 650-9784 to speak with a representative and visit their website to learn more about their services. Connect on Facebook to receive news and updates.

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