Practice Planner | Medgento

Set priorities

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Start with a shared picture of the practice and the work you want to improve.

Choose your first operational priorityWrite down the everyday problem you want to solve and who experiences it.Identify the people involvedAgree who owns the process, who contributes information and who approves changes.Map the current handoffsOutline where work begins, where it moves next and where it gets held up.Choose a useful starting baselineIdentify existing operational reports or observations you can use to discuss progress.

Organize operations

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Bring structure to the information and follow-up work behind your practice.

Review billing follow-up responsibilitiesIdentify who tracks rejections, denials, payments and outstanding receivables.List provider enrollment prioritiesIdentify payer applications, profile updates or renewals that need attention.Agree how exceptions are handledDefine where staff raise questions and how missing information reaches the right person.Plan a reporting conversationDecide which questions a regular review should answer and who needs to participate.

Plan the technology

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Match potential changes to real workflows, access needs and staff expectations.

Make a list of current systemsNote the EHR, practice management, billing and other tools your team already uses.Identify access and vendor dependenciesDetermine who can approve access and what needs to be confirmed with your system vendors.Prepare a demonstration agendaChoose a few representative administrative workflows to discuss using sample data.Define a review before rolloutAgree who checks a proposed change, what to evaluate and how staff can raise concerns.

This is a planning aid, not a compliance checklist or a readiness certification. Checked items reflect your own review. Keep patient information and credentials out of your downloaded notes.

Talk through your priorities

Small steps.A clearer direction.

Set priorities

Organize operations

Plan the technology

Small steps.
A clearer direction.