Practice Management Forms

Deena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running a professional financial planning practice. To create this book, Katz updated, revised, and combined her two acclaimed books Deena Katz on Practice Management (1999) and Deena Katz's Tools and Templates for Your Practice (2001). In this newly expanded volume, she presents the essentials on how to help a practice thrive side by side with the tools and templates needed for the everyday operation of your firm. This new volume offers guidance on practice-management issues: setting up an office systems and technology administration and staffing marketing growing as the market changes hanging on to clients for the long term succession planning when the time comes This comprehensive resource provides sample forms, worksheets, templates, letters, brochures, and collateral materials developed and refined by top wealth managers and planners. From keeping the business running well by designing dynamic collateral material, to considering plans for retirement, Deena B. Katz guides advisers through every challenge a financial planning business will face.

Learn the business skills you need to run a dental office! Not only is Practice Management for the Dental Team the most comprehensive dental practice management book on the market, it is also the only one that includes EagleSoft software exercises for a realistic office experience. This unique text provides step-by-step instructions for performing essential dental office skills, from managing patients to running the business. It covers all aspects of law and ethics, technology, communications, and business office systems. Spiral binding makes the book easy to use! All aspects of the business of managing a dental practice are covered, focusing on the functions generally performed by the administrative assistant but including information useful to dental assistants, dental hygienists, and other members of the dental team. A Patterson Dental EagleSoft CD-ROM (included with the workbook) provides you with valuable realistic practice experience with this widely used software program. Expert author Betty Ladley Finkbeiner is a leading authority in dental assisting education with many years of experience and many publications to her credit. Key terms are bolded and defined at the end of each chapter, putting new vocabulary at your fingertips. Summary tables and boxes make it easy to find key information. Practice Note boxes highlight and summarize important concepts. Chapter outlines and objectives introduce material and serve as checkpoints for reference or study. End-of-chapter learning activities include review questions and suggested activities for better comprehension of the material. Useful appendixes provide easy-to-find resources including a review of grammar to promote proper business communication, common medical abbreviations, and a listing of dental terminology. A NEW two-column format makes the book more compact and easier to read. A new focus on paperless technology and updated illustrations and photos of traditional paperwork keep you up to date with current practices. Expanded coverage of information security includes the latest on keeping communications secure within the office environment. Updated coverage of financial procedures includes information on electronic banking, record keeping, and tax forms. Evolve resources for students include online access to EagleSoft practice exercises that use actual screen shots to illustrate proper procedures and potential pitfalls, along with updates to content, working forms and templates, and crossword puzzles for vocabulary review. A workbook provides exercises using the practice management software, plus summaries of textbook content, learning objectives, practice questions and answers, critical thinking exercises, and Internet assignments. Sold separately.

Published in association with the MGMA and written for physician leaders and senior healthcare managers as well as those involved in smaller practices, Physician Practice Management: Essential Operational and Financial Knowledge provides a comprehensive overview of the breadth of knowledge required to effectively manage a medical group practice today. Distinguished experts cover a range of topics while taking into special consideration the need for a broader and more detailed knowledge base amongst physicians, practice managers and healthcare managers. Important Notice: The digital edition of this book is missing some of the images or content found in the physical edition.

Blackwell’s Five-Minute Veterinary Practice Management Consult, Second Edition has been extensively updated and expanded, with 55 new topics covering subjects such as online technologies, hospice care, mobile practices, compassion fatigue, practice profitability, and more. Carefully formatted using the popular Five-Minute Veterinary Consult style, the book offers fast access to authoritative information on all aspects of practice management. This Second Edition is an essential tool for running a practice, increasing revenue, and managing staff in today’s veterinary practice. Addressing topics ranging from client communication and management to legal issues, financial management, and human resources, the book is an invaluable resource for business management advice applicable to veterinary practice. Sample forms and further resources are now available on a companion website. Veterinarians and practice managers alike will find this book a comprehensive yet user-friendly guide for success in today’s challenging business environment.