Self Assessment Tools : Human Resources Self Assessment

 

Practice Financial Health Assessment
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Human Resources Self Assessment
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Accounts Receivable Self Assessment
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Patient Flow and Efficiency Self Assessment
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New Provider Self Assessment
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Management of personnel is one of the most critical aspects of managing a medical practice. This survey will assist you in identifying potential areas of opportunity for more effective staff management. Many tools to assist a practice in this regard are available to our Level Two membership subscribers.

Please score the following using a scale of 1 to 5, with 5 being highest.
1.
 The practice has an up-to-date policy and procedure manual that is provided to all employees.
 1 2 3 4 5
2.
 The practice has written and up-to-date job descriptions for each employee. 1 2 3 4 5
3.
 Performance reviews are performed for all employees on at least an annual basis. 1 2 3 4 5
4.
 Performance reviews are performed for new employees within at least six months of employment, and annually thereafter.
 1 2 3 4 5
5.

The practice has a standard evaluation protocol for work performance reviews.

 1 2 3 4 5
6.
 The practice has an employee incentive plan in place to reward success in achieving team goals.
 1 2 3 4 5
7.
 Staff meetings are conducted at least once a month. 1 2 3 4 5
8.
 The physicians participate in at least four staff meetings per year. 1 2 3 4 5
9.
 Continuing education programs are made available for all employees. 1 2 3 4 5
10.
 Protocols and training programs are in place to train staff on proper telephone answering skills.
 1 2 3 4 5
11.
 Protocols and training programs are in place to train staff on patient counseling skills. 1 2 3 4 5
12.
 The practice has a vision and mission statement, which is communicated to all employees.
 1 2 3 4 5
13.
 Employee surveys are conducted annually to assess personal job satisfaction, morale issues, and input regarding management.
 1 2 3 4 5
14.
 The practice celebrates team accomplishments. 1 2 3 4 5
15.
 Staff members are involved in the business planning process. 1 2 3 4 5
16.
 The practice has a well-defined and effective recruitment process. 1 2 3 4 5
17.
 The practice provides a competitive wage and benefits package to employees. 1 2 3 4 5
18.
 A corrective action policy is utilized by the practice to counsel employees regarding performance deficiencies.
 1 2 3 4 5
19.
 The practice maintains appropriate documentation in personnel files regarding performance deficiencies.
 1 2 3 4 5
20.
 The practice has a policy regarding employee termination and exit interviews. 1 2 3 4 5
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