Managing the day-to-day finances and budgetary needs of a busy medical office is a huge responsibility. Medical office managers should have formal training in accounting and financial best practices like cost analyses, financial reports, and financial forecasts. Managing the budget is a major undertaking but learning this one skill will set you up for success in other areas of financial management.

The time clock is ticking the moment patients enter your waiting room. How soon do you greet them? How long will they wait until they are called to the back?  Respect for a patient’s time is perhaps among the most highly valued attributes of the patient experience. It’s also very frequently overlooked. So why is time management in a medical office so hard to control, and what can be done about it? Let us count the ways. 

Conflicts are an inevitable part of any workplace, and medical offices are no exception. With high-stress environments, diverse personalities, and the need for seamless teamwork, it's crucial to have effective strategies in place to address and resolve conflicts when they arise. Consider the following best practices for how to handle conflicts in a medical office setting.

An Interview with David Womack, Jan Hailey, and Audrey Coaxum

Building a Strong Foundation for Success in Healthcare

In today’s complex healthcare landscape, having a solid foundation is key. That’s why we’re excited to introduce our new Patient Services Representative (PSR) certificate course—a program designed to equip newcomers with the essential knowledge and skills they need to hit the ground running in any healthcare setting.

An Interview with David Womack, Jan Hailey, and Katie Lawrence 

When everything is running smoothly, it might seem that motivation is less of a challenge. However, as discussed in PMI Shorts #12 with David Womack, Jan Hailey, and Katie Lawrence, even in good times, keeping your team inspired is critical to sustained success. Below, we break down the key insights and strategies from their conversation.

An Interview with David Womack, Jan Hailey, and Dave Jakielo

Interruptions can wreak havoc on our productivity—research shows we may only be truly productive for about 20% of our workday, with the rest lost to constant disruptions. In a recent PMI Shorts session (#11), David Womack, Jan Hailey, and Dave Jakielo dived into practical techniques for managing those interruptions, so you can reclaim your focus and get more done. Here’s a breakdown of the conversation and some actionable strategies.

An Interview with David Womack, Jan Hailey, and Katie Lawrence

Every time you press a button on your computer, a second one almost seems to ask, “Are you sure that’s what you want to do?” Life often feels the same way—full of unexpected twists and moments of hesitation, especially when things get tough. In a recent conversation on PMI Shorts, David Womack, Jan Hailey, and Katie Lawrence shared insights on how to stay motivated when the going gets hard. Here’s a breakdown of their discussion and some practical tips for both leaders and individuals facing challenging times.

An Interview with David Womack, Jan Hailey, and Katie Lawrence

Motivation is a powerful force that drives us to achieve, accomplish, and reach our goals. It impacts not only personal growth but also workplace performance and team dynamics. Whether it’s completing a project, hitting a deadline, or pursuing long-term career goals, motivation is often the deciding factor between success and stagnation. So, what is it that really drives motivation, and how can it be effectively harnessed for sustained performance? Understanding the key components of motivation—both for yourself and within your team—can make all the difference.

An Interview with David Womack, Jan Hailey, and Katie Lawrence

David Womack sat down with long-time instructor and national conference speaker Dave Jakielo to break down some simple but powerful strategies for getting more done. We all have the same 24 hours in a day, but some people seem to accomplish far more than others. What’s their secret? If you ever feel like time is slipping through your fingers, these seven steps will help you take control, focus on what really matters, and supercharge your productivity.

If you’ve ever thought about working in healthcare, you’re not the only one. It’s a field that’s growing fast, and there’s always a need for people who can help keep things running smoothly behind the scenes. One of the best ways to get started? The Patient Services Representative (PSR) role.

You might be wondering, “What does a PSR actually do, and how do I get started?” 

Working in a medical office front desk role is a challenging and rewarding role that serves as the first point of contact for patients. This position is crucial in creating a welcoming environment, ensuring the smooth operation of the office, and supporting healthcare providers. To excel in this role, a front desk representative needs a unique blend of technical, interpersonal, and organizational skills. Below, we explore the essential skills required to thrive as a medical office front desk representative. 

The Calendar Year (CY) 2025 Medicare Physician Fee Schedule (PFS) Final Rule was published on November 1, 2024. Many changes were scheduled to take place on January 1, 2025, and providers should understand the new regulations and guidelines to stay compliant with billing and coding practices. The Medicare PFS final rule, along with other Medicare final rules, addresses the need for an equitable healthcare system that results in better accessibility, quality, affordability, empowerment, and innovation for all Medicare beneficiaries.

In any healthcare setting, the first person you see and often the last person you interact with is the Patient Services Representative (PSR). These professionals may not wear scrubs or stethoscopes, but they are just as vital to the patient experience as the clinical team. A PSR ensures everything flows smoothly, from your first phone call to schedule an appointment to the moment you walk out the door.

But what makes this role so important? Let’s break it down.

The Harris County Medical Society (HCMS) has announced an exciting new initiative with Practice Management Institute® (PMI) to provide specialized training and certification opportunities for medical practice staff affiliated with HCMS. This venture aims to equip healthcare teams with the knowledge and skills needed to navigate the ever-changing landscape of medical practice operations.

An Interview with David Womack, Jan Hailey, and Dave Jakielo 

Time management is a skill we all strive to master, but according to experts, it’s less about managing time and more about managing yourself. In this first installment of the PMI Shorts Time Management Series, David Womack, Jan Hailey, and guest speaker Dave Jakielo share practical insights into effective self-management and productivity strategies.