Clinic and Practice Management Course

Lesson 1 • Organisational Structures and Roles

Maps common clinic organisational charts and defines each role's responsibilities. Enables students to design or evaluate staffing structures for their own settings.

Lesson 2 • Clinic Culture and Professional Standards

Examines how organisational culture shapes patient experience and staff performance. Students connect culture-setting practices to measurable clinic outcomes.

Lesson 3 • Regulatory and Compliance Overview

Introduces the regulatory environment governing clinic operations without jurisdiction-specific codes. Students recognise compliance obligations across licensing, privacy, and safety domains.

Lesson 1 • Appointment Booking Systems

Covers manual and digital booking tools, including online self-scheduling platforms. Students configure booking workflows that minimise errors and no-shows.

Lesson 2 • Front Desk Operations and Patient Check-In

Defines front desk responsibilities as the operational hub of patient flow. Students design check-in procedures that are efficient, accurate, and welcoming.

Lesson 3 • Patient Flow Mapping and Analysis

Teaches process mapping techniques to visualise patient movement through the clinic. Students identify bottlenecks and redesign workflows for efficiency.

Lesson 4 • Scheduling Models and Strategies

Compares open-access, block, and wave scheduling models. Students select the best model for their patient volume and provider availability.

Lesson 1 • Record Retention and Release Policies

Defines retention schedules and legal requirements for releasing patient records. Students draft compliant release-of-information procedures for their practice.

Lesson 2 • Electronic Health Record Fundamentals

Introduces EHR architecture, core modules, and clinical documentation standards. Students navigate EHR systems and understand their role in care coordination.

Lesson 3 • Privacy, Security, and Access Controls

Covers patient data privacy obligations and technical security measures. Students implement role-based access and audit trail monitoring in their clinic.

Lesson 1 • Patient Billing and Collections

Designs patient-friendly billing statements and ethical collection processes. Students balance revenue recovery with patient financial experience and retention.

Lesson 2 • Denial Management and Appeals

Analyses denial categories and builds systematic appeal workflows. Students recover denied revenue and implement root-cause fixes to prevent recurrence.

Lesson 3 • Revenue Cycle Overview and Key Metrics

Maps the full revenue cycle from patient registration to final payment. Students track KPIs such as days in accounts receivable and clean claim rate.

Lesson 4 • Claim Submission and Payer Relations

Covers electronic claim submission workflows and payer contract management. Students identify common submission errors and negotiate payer terms effectively.

Lesson 1 • Financial Risk and Contingency Planning

Identifies financial risks including payer mix shifts and unexpected revenue loss. Students create contingency reserves and scenario plans to protect clinic solvency.

Lesson 2 • Reading Clinic Financial Statements

Teaches interpretation of income statements, balance sheets, and cash flow reports. Students diagnose financial health and communicate findings to stakeholders.

Lesson 3 • Capital Planning and Equipment Investment

Evaluates capital expenditure decisions using return-on-investment analysis. Students build business cases for equipment purchases and facility improvements.

Lesson 4 • Building and Managing the Annual Budget

Guides students through constructing a clinic operating budget from historical data. Students monitor variances and adjust spending to stay within targets.

Lesson 1 • Compensation, Benefits, and Payroll

Covers salary benchmarking, benefits design, and payroll compliance fundamentals. Students build compensation packages that attract and retain qualified staff.

Lesson 2 • Staff Training and Professional Development

Designs structured training programmes for clinical and administrative staff. Students link development plans to clinic quality goals and staff career growth.

Lesson 3 • Employment Law and HR Compliance

Introduces key employment law principles applicable to clinic HR practices. Students identify compliance risks and apply lawful procedures for discipline and termination.

Lesson 4 • Performance Management and Appraisals

Establishes goal-setting, feedback, and formal appraisal processes for clinic staff. Students conduct productive performance reviews that motivate improvement.

Lesson 1 • Measuring and Monitoring Clinical Quality

Defines clinical quality indicators and builds a clinic-level measurement dashboard. Students collect, analyse, and report quality data to drive improvement decisions.

Lesson 2 • Accreditation and External Review Preparation

Prepares students to manage accreditation surveys and external quality reviews. Students build documentation systems and staff readiness programmes for site visits.

Lesson 3 • Quality Improvement Frameworks

Introduces PDSA, Six Sigma, and Lean methodologies in the clinic context. Students select and apply the appropriate framework to a real improvement project.

Lesson 4 • Patient Safety Culture and Incident Reporting

Establishes a blame-free safety culture and functional incident reporting system. Students analyse near-miss and adverse event data to prevent future harm.

Lesson 1 • Service Line Expansion and Diversification

Evaluates criteria for adding new services or patient populations to the practice. Students conduct feasibility analyses and build launch plans for new service lines.

Lesson 2 • Monitoring Strategy Execution and Adaptation

Establishes performance monitoring systems to track strategic plan progress. Students apply adaptive management techniques when results deviate from targets.

Lesson 3 • Environmental Analysis and Market Assessment

Applies SWOT and competitive analysis tools to the clinic's external environment. Students identify market opportunities and threats that shape strategic priorities.

Lesson 4 • Developing the Strategic Plan

Guides students through setting strategic goals, objectives, and action plans. Students produce a multi-year strategic plan with measurable milestones.