Office Manager Must-Haves
Here are all the OM must-haves to make your job easier: financial forms, morning huddle agenda, P&L template, etc. If you need it to succeed, you can find it here!
Office Manager Must-Haves
10-minute morning huddle template
This easily fillable, and customizable, morning huddle template has everything you need to maximize your morning huddle efficiency.
Financial agreement
Communicating the office expectations for outstanding balances needs to be clearly defined on the office’s financial form. If you need a detailed financial form to use in your practice, don’t worry, we have one for you!
Team meeting themes
How do you give your team meetings a purpose? You can devote a theme to each team meeting for the month. This gives the perfect mix of variety and consistency to the meetings, allowing team members to prepare and get excited!
Cross-training
Cross-training, role-playing, developing a referral system — these are just a few of the themes you could incorporate into your team meetings. Check out all of our ideas here!
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