An Interview with David Womack, Jan Hailey, and Lynn Robinson 

David: Hello everyone, and welcome back to another installment of PMI Shorts. Today I'm joined again by Lynn Robinson and Jan Hailey, and we're here to talk about effective staff meetings. When we were together last, we talked about the importance of a daily huddle and its significance in running an effective practice. Today we want to focus on a more regularly scheduled full staff meeting and tips and tricks for making that as effective as it can be. So, Jan and Lynn, welcome back.

Jan: Thank you, David. Glad to be back.

Lynn: Thank you. Glad to be here.

David: Sitting around and talking about this, we discussed some variables for putting together an effective staff meeting. A few of those things include the frequency of the meeting, which can vary by the size of the organization, and whether or not attendance is mandatory. It’s also important to have someone responsible for running the meeting, whether that be a chairperson, an office manager, or a department head. Lynn, you had some thoughts about making these meetings mandatory?

Taya Gordon, MBA, FACMPE, Chief Revenue Cycle Officer at H4 Technology and a nationally recognized expert in revenue cycle management, emphasizes the importance of foundational practices in her latest article for Oncology Practice Management magazine. Gordon highlights that navigating the complexities of revenue cycle management (RCM) is crucial for oncology practices to achieve financial stability and operational efficiency.

An Interview with David Womack, Jan Hailey, and Lynn Robinson 

David: Hello everyone and welcome back to another PMI short. I believe today is number 5. My name is David, and I'm President and CEO of Practice Management Institute. I'm joined today by Lynn and Jan.

Lynn is the Director of Physician Relations and Professional Education at the Delaware State Medical Society, and Jan is the CEO of Practice Matters. Jan is also a senior faculty member at PMI, and Lynn is also a faculty member as well. Lynn does a lot of teaching in some of our certification classes, so I certainly want to give you your due welcome, ladies. How are you?

Jan: Great. Thanks for having us today.

Lynn: Yes, doing great. Thank you.

David: Absolutely. Today, we're here to talk about effective staff meetings, and specifically the daily huddle. I know that just in prepping and planning for this, we've talked about kind of busting this up into three or four different episodes to talk about different types of meetings. But today, we're going to focus on effective staff meetings and specifically talk about why they're important. and, quite frankly, how to get them going.
So, having said that, Lynn, I'll start with you. Why in the world should we have a daily huddle?

An Interview with David Womack, Lynn Vi and Hazel Williams

David: Welcome everyone, thank you for joining me. Today is a little bit different for Jan and I. First of all Jan, I believe this is now the PMI shorts number three and today is a little bit different because I'm typically talking and asking Jan questions today Jan and I are asking the questions. We are joined by Rachel Bomar. Rachel is with Tidal Health, a Health Care system in Salisbury, Maryland and Tidal Health has just recently made the decision to bring CMOM on board in house however we want to phrase that for some of their personnel and we wanted to visit about that today, so having said that Jan welcome Rachel thanks for being here!

Jan: Thanks David, good to be here with you today, and welcome Rachel.

Rachel: Well thank you both for having me!

David: Absolutely. Rachel, I wanted to start off by having you just give a kind of a brief overview of Tidal Health and then also your role within the company.

In a groundbreaking move, Practice Management Institute (PMI) and Texas State University's School of Health Administration and Continuing Education Office are teaming up to bridge the gap between current healthcare professionals and aspiring students. This exciting partnership aims to equip both groups with the skills needed to thrive in today's dynamic healthcare landscape.

The collaboration will offer PMI's comprehensive continuing education programs, covering all aspects of medical practice management. Students and professionals alike will have access to nationally recognized certifications, including the coveted Certified Medical Office Manager (CMOM®).

Staffing shortages in medical practices is a growing concern. This issue not only affects the efficiency and quality of care but also places increased stress on existing staff and can lead to burnout. Addressing this problem requires a multi-faceted approach, combining innovative strategies with proactive management. Here’s a look at some practical steps that medical practices can take to mitigate staff shortages and improve overall practice management.

Enrolling in the Certified Medical Office Manager (CMOM) course is a significant decision that can open new doors for your career. It’s natural to feel hesitant, especially when you're weighing factors like cost, time commitment, or whether you're truly prepared. However, these uncertainties shouldn't prevent you from taking steps toward achieving your professional goals. Let's address the most common obstacles that might be holding you back and explore practical ways to overcome them, so you can confidently move forward with your certification.

Katie Lawrence, a seasoned instructor with Practice Management Institute (PMI), delves into the power of intentional decision-making in oncology practice management in her latest article for Oncology Practice Management magazine. Lawrence emphasizes that, in a fast-paced healthcare environment, making deliberate, informed decisions is key to driving both short-term success and long-term sustainability.

The August 2024 issue of Oncology Practice Management magazine offers an insightful look into the key performance indicators (KPIs) that are critical for the success of oncology practices. The article emphasizes that while many practices monitor a wide range of metrics, it’s essential to focus on those KPIs that truly impact the practice’s financial health, patient satisfaction, and overall efficiency.

As healthcare practices strive for greater efficiency and compliance, the demand for skilled Medical Office Managers is on the rise. The Certified Medical Office Manager (CMOM) certification from the Practice Management Institute offers an unparalleled opportunity to advance your career. By covering critical topics like operational efficiency, financial management, and leadership, CMOM equips you with the tools needed to excel in managing a medical office, setting you apart in a competitive job market.

Transforming Staff Meetings: A Guide to Enhancing Your Medical Practice's Efficiency and Morale

If you've been thinking about earning certification, PMI can help you slay your goals. The next live online training series beginning on October 9th. Review some of our most frequently-asked questions below, and start your journey learning new skills for career advancement.

On Wednesday, July 25, Practice Management Institute (PMI) had the pleasure of conducting the Principles of Coding Workshop at CHRISTUS Southeast Texas PHO in Beaumont. Led by PMI faculty member Tracy Smith, CRHCP, CMC, CMOM, CMIS, the workshop provided essential coding training, featuring detailed instruction and workbook exercises designed to enhance coding proficiency and accuracy.