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Syllabus
Purpose of the Art of Practice Management for Alternative Practices and The Health Professional's Holistic Practice Management Plan Format:
To lay the foundation of understanding and competency in professional
practice that prepares alterantive, complementary and integrative
health care practitioners to carry out viable approaches and legitimate
policies and procedures in the 22 major areas within ethics, practice
management and development (Areas are numbered and highlighted
in the syllabus). To create consciously competent, successful
and reputable practitioners worthy of public acceptance and their
professional status in this country.
Objective: Students and practitioners will learn principles, approaches and
procedures of professional health care practices and how to apply
them both internally (using right brain intelligence) and externally
(using their left brain intelligence) with a successful organized
practice management and development plan.
Designed to provide materials which meet Core Curriculum Requirement
Standards
for Accredited Training in the area of Ethics and Practice Management
for Class Room Instruction at the critical time when the habit
patterns are being established for professional practice. (See
Applicability to Core Curriculum Requirements for Accredited Training
in acupuncture and Oriental Medicine in the US. This has applicability
to requirements in other health care fields. ACAOM)
Materials can be further used as reference at every level of professional
practice practice–from student preparation to advanced practitioner
levels. |
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For Use in Practice Management Courses:
Recommend all assignments be completed on time because of the
length of time it takes to complete each section. Recommend section
3, 4 and 5 be turned in to the instructor for review on due dates
and the entire notebook be turned in at the end of class, (Parts
of the Self Review excepted, for privacy reasons. Nondisclosure
statement is in the beginning of the Plan.). The plan format along
with the information in the text can be used to meet competency
requirements in all major areas of practice management: Ethics,
Standards of Care, Legal Aspects of Practice, Risk Management,
Documentation, Safe Practice Planning, Patient Care Communications,
Insurance and Financial Management, Best Referral Practices, Reputable
Practice Building and Marketing. (See Practice Management Applicability
to ACAOM requirements following the syllabus.) The Art of PM and the HP Holistic Practice Management Plan Format are recommended texts from student preparation and start up throughout
the whole life of the practice.
For Use by New Practitioners:
If you did not get this Plan while in school, it is recommended
that you set a time line for yourself to complete your plan for
best results in order to avert "crisis management," costly mistakes,
and to save time, money, energy and your reputation!
For Use by Established Practitioners:
Recommend you start with the "Established Practitioner Reading
Suggestions from The Art of Practice Management" in the Preview Section of the Plan. Section #20, the "Practice
Assessment Questionnaire" which is used to diagnose your practice.
There is a different way of assessing your practice in the Art
of PM book last chapter which is useful as well. Then move from
there into the other areas of the holistic plan and readings.
Recommended Minimum Courses Hours: 45 hours, 2–1.5 hours classes (3 hours) a week with 1 hour of
homework for every hour of class time. 3 Segments 15 hours each:
- 15 Hours of Ethics, Standards of Care and Risk Management
- 15 Hours of Successful Practice–Start Up Planning
- 15 Hours of Patient Communication Skills (Including Patient Care
Planning, Counseling skills, Public Relations, Internal and External
Marketing.
The Counsel on Chiropractic Education (CCE) recommends 90 hours
or 4 terms.
If this can be achieved in other fields, it is highly recommended.
The Art of Practice Management for Alternative Health Care Practices
and The Holistic Practice Management Plan Format can be used in
each class and homework assigned from the Plan in any of the segments.
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Recommended ReadingAnd Written Assignments
For Practice Management Competency
in
The Art of Practice Management for Alternative Health Care Practices
and
in the Health Professional's Holistic Practice Plan Fill-in Format
1. Resume and Self Review
- Reading Assignment in the Art of PM: Section 1:
"The Essence of Practice" and "Synergy: The Art of Bringing Vision and Action Together"
- Homework Assignment Format: Fill in #1– All of the Self Review
(Optional regarding submitting at the end of class, for privacy
reasons. Read and fill in “Confidentiality and Non-Disclosure
Form.”)
- Assignment Due Date: ___________________________
2. Professional Statement
- Reading Assignment in the Art of PM: All Chapters in "The Art
of Practice Management” section.
Format Fill-in: Look at your self review in light of your reading
assignment. Fill in Section 2. (Short easy assignment.)
- Assignment Due Date: ___________________________
3. Status, Responsibility and Trends in the Profession:
- Reading Assignment in the Art of PM: ”Status of the Profession,” "Ethics and Responsibilities"
Format Fill-in: #3 & #5 Ethics questions 1-35 only
- TURN IN Assignment Due Dates ___________________________
- Recommend substantial class room and homework time for the "Ethics
and Responsibilities" Sections
4. Scope of Practice Ethics and Legal Aspects
- Reading Homework Assignment in the Art of PM: Standards for Care , Risk Management, Documentation and Records;
"Getting Started Legally," in the Starting Practice & Reviewing Your Practice section.
In CLINIC recommend a text on your field's technical aspects of risk management in treatment for practicum along with the Art of PM chapters.
- Recommend getting on-line on the From Tao to Earth website: http://taotoearthpmpubs.com/links1.html and downloading the laws and regulations applicable to health
care practice and specifically for your field. OR, if not available,
download the Laws, Regulations, Regulatory Agencies and Medical
Boards applicable to your field from your state, province or national
association's websites. These law and regulations should relate
to where you are training and where you intend to practice. You
may also be able to obtain a book on the state laws regulating
your health care field, from your school library if they have
a copy. These publications, if available, are usually updated
yearly. Check the Laws and Regulations and the Student Resources |
Scope of Practice and Competency Requirements page of the website: http://www.taotoearthpmpubs.com
- Format Fill-in Homework Assignments:
#4 Ethics Questions 1-9. (Different from ethics questions in #5.)
Legal Questions 1-37.
- Recommend substantial class room and homework time for the "Ethics and Risk Management " Sections. Reveals student competency on ethics and risk management.
- TURN IN Assignment Due Dates: ___________________________
5. Patient/Client Care Rationale & Safe Practice Planning
- Reading Assignment in Art of PM: Chapter on "Safe Practice Planning and Communication"All chapters in "Patient & Client Care" Section.
- Recommend question asking and answering time and review of "Documentation and Records" section in class.
- Format Fill-in Homework Assignment: #5
Safe Practice Planning and Communication" section. Questions 1-22
For Established practitioners: pages 5-12 through 5-17
- TURN IN Assignment Due Dates: __________________________
6. Practice Presentation
- Reading Assignment in the Art of PM: The Inner and Outer Aspects of Attracting Patients. ALL
- Review the "Safe Practice Planning Communications" section and "Patient/Client Care" section to help you clarify both your verbal and written presentation.
It will help you understand how to "build in" safe reputable practice
that provides continuity of care, empowers your patients and clients
and creates referral from inside your practice.
Review the section on "Art of Practice Management - Including sections on Location, Office
Presentation and Image."
- Successful Patient/Client Communication Approaches, (Note: percentage
of increase to the practice in section 6 of the Art of PM book.)
- Homework Assignment Format Fill-in: Read all of number #6 (except
Service Concept, questions 4 and 7). Go back and fill these two
questions in after you have done your patient profile and area
surveys and add any new information based on what you found out.
- Assignment Due Date: ___________________________
7. Health Care Market Research and Findings
- Reading Assignment in the Art of PM: Inner and Outer Aspects of
Attracting Patients & Clients–Review the section on The Patient/Client
Profile and surveys.
- Homework Assignment Format Fill-in: #7 (Questions 4 & 7 of Plan's
#6)
State the source of your data--Health Department, Chamber of Commerce,
government reports, your health specialty association, health
care magazines, other magazines, or reports.
- Assignment Due Date: ___________________________
8. Health Care Marketing Plan 9, Health Care Practice Financial
Plan
- Reading Assignment: Review the Marketing section of “Inner and
Outer Aspects of Attracting Patients and Clients.”
- Homework Assignment Format Fill-in: #8
Your approach; network and specific market; methods you will use;
advertising; promotion; priorities. (For "service concept," see
section 6.)
Review your Service Concept in #6. Use it to design your practice
brochure.
Assignment Due Date: ___________________________
9, Health Care Practice Financial Plan
- Financial Plan Reading Assignment: Read "Multidimensional Aspects of Finances and in the Starting Practice section "Moving Forward Financially."
- Review the "Tao of Financial Well-Being" and "Removing Barriers to Success and Financial Well-being" in "The Art of Practice Management" section.
- Homework Assignment Format Fill-in: #9
- Assignment Due Dates: ___________________________
10. Proposed Financing of the Practice
- Review or work on homework from last section.
- Homework Assignment Format Fill-in: #10 (Make research phone calls
on sources of capital.)
- Assignment Due Dates: ___________________________
11. Self and Team Management Procedure
- Reading Assignment: "Personnel--Your Valuable Support"
- Homework Assignment Format Fill-in: #11 (See questionnaires in
Section 20 and role descriptions in the Art of PM.)
- Assignment Due Dates: ___________________________
12. Professional Practice Team Homework Assignment
- Format Fill-in: #12, (very light assignment).
- Assignment Due Date: ___________________________
13. Location Plan and Office Space Criteria
- Reading Assignment:
The Feng Shui of Location and Space: "Where to practice," "Your Office Presentation" and "Office Space" sections in the "Art of Practice Management" section and "Starting in Practice" section.
- Homework Assignment Format Fill-in: #13
- Assignment Due Dates: ___________________________
14 . Equipment, Furnishings, Supplies Requirements
- Homework Assignment Format Fill-in: #14
- Assignment Due Dates: ___________________________
15. Professional Fee Survey and Schedule Reading Assignment: Fees
- Homework Assignment Format Fill-in: #15
- Assignment Due Dates: _________________
16. Financial Bookkeeping System and Policies
- Reading Assignment: Chapters under "Financial Systems and Policies" and "Operations"
- Homework Assignment Format Fill-in: #16 Statement and review.
Review the office policy brochure in the format.
- Assignment Due Dates: ___________________________
17. Patient/Client Orientation.
“Patient/Client Orientation and Education– Actions and Written
Communications" in the Plan are repeated here for your benefit to bring attention
to their importance from a communication standpoint. They are
in section 6 as well. These communication procedures are what
rapidly grows your practice from within the practice. Fill it
out in section 6 or 17. (Just mark repeat in this section if needed
for class purposes.) Written communications are in a slightly
different format so you can see them from a different perspective. (There are many starter scripts in Acupuncture Front Office Procedure–a book applicable for other health care fields.)
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Practice Management Classes– Patient Orientation and Education
- Recommend more than one class and homework time given to this
section.
- Recommend doing "Class Presentations."
- Recommend Dialogues be done in class or outside of class. #17
in the Practice Plan is either a Self Review, Buddy Review or
Instructor's Review of Student's Communication Competency.
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17A Review section on "Patient/Client Care" in The Art of Practice Management -
- Consultation, Examination and Treatment. Oral Report of Findings
Communication.
- "Different Patient/Client Communication Styles" and working with difficult communications.
- "Telephone and Appointment Scheduling" sections.
- Review in the section on "Art of Practice Management -"
- Successful Patient/Client Procedures & Communication Approaches
(Shows percentage of increase to the practice).
- Homework:
Practice dialogues in the Front Office Procedure book. Find a friend with whom to practice.
Fill in #17 Telephone Scripts and Other Patient/Client Communications
Fill in proficiency level. (Can be done by the student/practitioner,
buddy, instructor)
- Assignment Due Date _________________________
17B Review "The Alternative Health Care Presentation/Lay Lecture"
in "The Inner & Outer Aspects of Attracting Patients" section
in The Art of Practice Management
- Recommended Homework preparation for presentations using one or
both of the following approaches:
In 10 minutes what would you present to other doctors? What article
or back- up material can you use to show success rates for your
health care field for a specific condition(s). Beyond a doctor's
mental assessment, what is unique about your approach that would
make them want to refer you?
- What experimental exercise could you use to lead the class in,
(or potential patients in a lay health class), to create a shift
in a person's health awareness right then and there? You must
create a shift in your listener's awareness for them to either
refer or come to you.
- Presentation Assignment Due Date _______________________________
18. Insurance Program
- Reading Assignment in the Art of PM: "Insurance, Reporting and Court Preparation." (Volume III Success with Insurance goes into depth on this
subject.)
Instructors Vol. III: Success with Insurance is a good basis for
class room teaching. Homework Assignment Format Fill-in: #18
- Assignment Due Date: ___________________________
19. Service and Products Development
- Review section on "Planning for Different Stages of Practice", "Treasures of Income Generation" and "Income Planning and Management"
- Homework Assignment Format Fill-in: #19 What you will increase
and decrease for the stage of practice you will be developing.
- Turn in assignment Due Date: ___________________________
20. How You Will Monitor Your Practice
- Reading Assignment:
"Viewing Your Practice from Wholeness and Duality," in the "Starting in Practice, Reviewing Practice" section.
Review "Tao of Financial Well-being and Essentials for Practice Growth
and Profitability", "The Dual nature of Reputation and Practice Growth", "Successful Patient/Client Procedures, (with percentages), "Feedback from Patients."
- Homework Assignment Format Fill-in: #20 Review a clinic using
this section or the other Evaluation Questionnaire in The Art
of Practice Management.
- Assignment Due Date: ___________________________
21. Role in Practice / Legal Structure of the Practice
- Reading Assignment in The Art of Practice Management -
All of "Balancing the Needs of Society and your Own," Chapter consists of:
Private Practice & Managed Care.
Negotiating Your Position in Health Care.
What Role Do You Want to Fill?
Start up Directions for Beginning Practice.
First Year in Practice.
- Review: "Starting Legally"
- What to Get legal Assistance on when Setting up Your Form of Business
- Choosing your business name and business entity.
- Homework Assignment Format Fill-in: #21
- Turn in assignment Due Date: ___________________________
22. Business Projections:
- Homework Assignment Format Fill-in: #22
- Turn in assignment Due Date: ___________________________
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