Practice Management

Learn how to train and manage staff, prepare your practice and communicate with patients.

Declination of Employer Recommended or Required Influenza (flu) Vaccination

Employers may choose to recommend or require employees obtain the flu vaccine based on policy or mandate. An employer may need to grant an employee a reasonable accommodation and permit an employee to be exempt from a mandatory (Influenza) flu vaccination. This form may be customized according to your practice need and used to document accommodations provided for employees who decline to be vaccinated. 

Patient Communication and Management

Tools for communicating with patients before and during appointments.

COVID Addendum to IIPP 2020

Customize this plan to demonstrate compliance with Cal/OSHA COVID-19 Prevention regulations

Reporting Symptoms, Exposure or Positive Test for COVID-19 : Employee Tracking Form

Use this form when an employee reports symptoms, exposure or positive test for COVID-19 to help track the incident.

Reporting Symptoms or Positive Test for COVID-19 : Patient Tracking Form

Use this form when a patient reports within 2 days of being in your practice that they have symptoms or have tested positive for COVID-19.

Travel and other Conduct Away from the Workplace During the COVID-19 Pandemic Policy

State laws restrict employers from regulating where employees can go on vacation, but practice owners can develop a travel policy that includes a pre-travel inquiry and post-travel quarantine that could help protect patients and staff from potential exposure. Once developed, employers should distribute the policy to each employee and retain a signature acknowledgement from each employee. As a best practice, the policy should be universally applied to all employees of the practice.  

COVID-19 Employee Self-Certification to Return to Work

Employers may use this form to request an employee document recovery from COVID-19 and their ability to return to work. 

Marketing and Communications

Tips for marketing and communicating to patients before opening.

Back to Practice Letter to Employees

Tell employees the "new normal" before returning to practice.