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Home > Curriculum > Management & Leadership for the Medical Practice

Management & Leadership for the Medical Practice

Guidance and tools to lead a high-performing team

Leaders set goals and direction, challenge the norm, and seek new ways of working toward goals. Management is the act of getting people together to accomplish desired goals and objectives using resources efficiently and effectively.

For any medical practice to be successful, these two concepts must go hand in hand.

This class is a virtual toolkit for any current or aspiring medical office manager. It is a perfect precursor to the Certified Medical Office Manager (CMOM)® program.

5 Reasons to Attend:

1.  This session provides comprehensive guidance and resources to be successful in a leadership role.

2.  Participants will learn about the importance of engaging and motivating the team and its effect on retention and job satisfaction.

3.  Get guidance on creating a positive practice image through patient satisfaction and employee engagement.

4.  Interact with class participants in a role-play communication exercise.

5.  Create patient engagement opportunities that will improve performance and quality measures.

Program Highlights

 Medical Office Compliance

  • Understand labor laws and regulations
  • Establish ethics and ongoing compliance measures
  • Proper structuring and compliance of employee handbook

Practice Administration

  • Manage day-to-day operational responsibilities
  • Improve time management and effective communication skills
  • Identify and minimize sources of risk in the office

Employee Relations

  • Hire, develop and retain the team, and motivate across generations
  • Review of wage and salary administration guidelines
  • Conduct more effective performance reviews

Financial Management

  • Quality control, financial and risk management
  • Turn financial forecasting into patient-payer mix
  • Approaches that will protect positive cash flow

Managed Care Delivery System

  • A look at managed care contracts and the patient-payer mix
  • Create a great patient experience for higher satisfaction
  • Quality performance measures and impact on future Reimbursement


Program manual includes financial management forms, tools and sample letters.


Who Should Attend

This class is ideal for anyone in a team lead role, charge, entry-level supervisor, or those moving up in the team. It is also beneficial for medical office managers looking for a refresher.


Attendees should have some background working in a medical facility with experience as a team lead or moving toward a supervisory role.


A program manual will be supplied. No supplemental materials are required.

Continuing Education Units (CEUs)

PMI CEU APPROVED Earn 6 PMI CEUs for attendance at this program. Practice Management Institute grants CEUs for its certified professionals based on total number of instructional hours (1 CEU per hour of classroom instruction). CEUs may be applied to annual recertification requirements, as directed in the certification renewal requirements for your credential(s).

If you are seeking CEU credits for other certifications or organizations, please contact your organization for pre-approval and credit guidelines. A certificate of attendance will be provided.

Program Schedule

There are no live classes available at this time. See below for more options.

    Can’t find training near you?
  • Visit our Online Training Center for more options.
  • Bring an Instructor onsite for group training. Contact or call 800-259-5562, M-F, 8-5 Central
  • Subscribe to our Email List for updates and news about upcoming programs, conferences and more.

  • Not able to attend a live session?
    Check out our self-paced version!

    Online Training

    tel: 1-800-259-5562 | fax: (210) 691-8972 |

    8242 Vicar Dr., San Antonio, TX 78218

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