Hi, it's Tina, and I'm here with your one-minute management tip.

Today, I'm going to talk about task accountability. Yes, accountability. We are each hired to do a job in the practice, every single staff member. And we are accountable for doing those tasks that we are hired for. But we need to make sure that everyone understands what it is they're supposed to be doing and why.

So, number one, make out a daily task check sheet. Okay, if you are part of the Virtual Practice Management Institute, you know all about this, we have modules on them, and we have samples for you. If you need help, email me. So, you want to provide staff with daily task checklists. Okay, they must be completed at the end of each day. And you can include an area for their initials or a signature.

So, let's just say, complete day sheet, balance day sheet, make daily deposit. And they just tick off what they are supposed to do each day. And at the end of the day, they know they've completed all of the tasks that they're supposed to do and they just sign off on it. Okay. My office, we have those task sheets laminated so they could use them over and over and they just left them on their desk at the end of the day so that the doctor could look at them to make sure everything was done.

Now, that's part of it, the end of the day review. Implement a quick end of the day review where the staff submits their task sheet or they leave it on their desk of everything that they've completed for the day. Now, if there's something that they didn't get to, they need to make sure that they inform the doctor or your office manager, whomever, why they didn't get to it and when they will get it done. Okay. Because that will save time the next day when they are running a little behind.

Now, task ownership is the third one. Assign specific responsibilities to each staff member if they have them. Like at the end of the day, maybe someone's job is to clean the waiting room. Maybe someone's job is to make sure the bathroom is clean. Make sure that they understand the importance of the role and how this works with the overall success of the practice, okay?

Clarity reduces overlap and misstepped steps. If you have any questions about task accountability, just email me at [email protected].

Talk to you later. Bye.