Blog | Creyos | Cognitive Testing for Better Brain Health

Building Your Medical Practice Management Toolkit

Written by Avi Meehan | Feb 12, 2025, 4:33:44 PM

Medical practice management covers all the behind-the-scenes work that allows a clinic to run, reducing administrative burden and improving patient experience. With the right systems and resources, medical practice managers can create a successful medical practice across the board.

Over the past few years, many studies have identified the negative impacts of excessive administrative tasks on healthcare practices. One study of physician workload found that 24% of physicians’ working hours were spent on administrative duties, causing them to consider seeing fewer patients in the future.

In this article, we’ll discuss the present challenges practice managers face and highlight healthcare tools and software to help managers streamline their many responsibilities.

Article Highlights

Medical practice management covers all the behind-the-scenes work that allows a clinic to run, including administrative tasks involved with patient communication, staff management, and medical billing.

  • According to the Canadian Medical Association (CMA), 75% of physicians say that unnecessary administrative tasks negatively affect their job satisfaction, and 38% of these tasks don’t actually require physician expertise.
  • Medical practice managers typically handle business operations, office administration, financial management, and human resources.
  • Essential tools include practice management software, telemedicine software, electronic health record (EHR) software, HR management software, medical research databases, and cognitive assessment software.
  • According to the CMA, the time doctors spend on unnecessary administrative work is equivalent to 55.6 million patient visits.

What is medical practice management?

Medical practice management includes administrative tasks involved with patient communication, staff management, medical billing, and more. Ideally, this work is the responsibility of office staff and medical practice managers.

According to the Canadian Medical Association (CMA)’s 2024 report, 75% of physicians say that unnecessary administrative tasks negatively affect their job satisfaction, which contributes to physician burnout. However, the same report also notes that 38% of these tasks don’t actually require physician expertise.

By reducing the burden of day-to-day operations, medical practice management gives doctors more time to deliver the best possible patient-centered care.

What do medical practice managers do?

Medical practice managers handle the high-level responsibilities of running a healthcare organization. This includes developing policies, monitoring HIPAA compliance, and managing medical billing.

Medical office managers tend to focus more on general administrative duties, such as scheduling, ordering supplies, and managing patient records. In smaller practices, one person will often fill both of these roles, which makes it doubly important to have streamlined processes.

One survey from the American Academy of Physician Associates (AAPA) found that 65% of American adults described managing their healthcare as “overwhelming and time-consuming.” Successful medical practice management reduces the strain of healthcare coordination for patients and clinicians, improving patient experience.

Business operations

High-level business operations create the systems that run a practice and identify when these systems could be improved. These systems aren’t just important for how the business runs, but also impact how patients feel about the medical practice.

In 2023, The HIPAA Journal found that 95% of patients worry that their healthcare data will be leaked online. It’s up to medical practice managers to have the knowledge required to choose trustworthy health software and keep practices HIPAA compliant.

Business operations responsibilities typically include:

  • Data management and reporting on information like revenue and patient satisfaction
  • Risk and compliance management
  • Managing inventory
  • Managing patient health records
  • Researching and choosing new healthcare software

Office administration

Office administration is often the work of medical office managers, as well as practice managers who work for smaller clinics. These managers supervise office assistants, serve as the first point of contact for patients, and keep the office in order.

Office administration typically includes:

  • Patient communication, including scheduling, appointment reminders, and waitlisting
  • Insurance verification
  • Patient engagement
  • Ensuring an accessible patient experience
  • Marketing by email and social media

Patients at a physician’s office are almost twice as likely to say that staff attitudes impact how positive or negative their experience is, compared to customers in hotels, banks, and airlines, according to Medical Economics. Creating a seamless and warm office experience is key to patient satisfaction and retention.

Financial management

According to a growing body of research discussed in the New England Journal of Medicine, investment in primary care is tied to better quality of care, patient health outcomes, overall life expectancy, and reduced healthcare costs.

Ensuring the financial health of a medical practice relies on many moving parts, including coordinating with insurance providers as well as navigating state- and federal-level funding. Medical practice managers who implement smart financial management strategies increase the quality of patient care while saving clinics money in the long run.

The financial responsibilities typically include:

  • Budgeting
  • Writing regular financial reports
  • Researching budget- and patient-friendly cost-saving measures
  • Billing for insurance reimbursement under different CPT codes

Within a clinical practice’s financial model (fee-for-service, value-based care, etc.) practice managers are responsible for determining a strategy that allows them to balance financial sustainability with delivering excellent patient care.

Human resources

Over the next 10 years, it is estimated that the United States will need 51,700 additional medical administrative assistants, according to Career Explorer job market data. This role would report to a clinic’s medical practice manager, who would manage the clinic’s general HR practices.

These tasks include:

  • Scheduling and absences
  • Staff management
  • Recruitment and hiring
  • Performance evaluation and training
  • Conflict resolution

Strong communication skills are essential to managing the team that runs a healthcare office. Cultivating a positive work culture reduces employee stress, improves patient care, and increases staff retention over time, according to research on positive work culture.

What tools support medical practice management?

With the number of responsibilities that come with medical practice management, healthcare software is a must-have for healthcare organizations.

Here’s a list of some of the essential tools for running a successful medical practice:

  • Practice management software (PMS) assists with scheduling, billing, and financial reports, patient records and notes, and communication tools for staff members. For medical office managers, this software covers all aspects of day-to-day operations.
  • Telemedicine software is essential to delivering high-quality virtual primary care, which has become increasingly common since the COVID-19 pandemic. The 2022 Harris Poll reported by Elevance Health found that 73% of patients find virtual primary care appealing.
  • Electronic health record (EHR) software captures patients’ medical history, including immunization statuses, diagnoses, medications, allergies, and lab results. This software is visible across multiple care teams, improving the ease of care coordination.
  • Human resources (HR) management software assists with staff management, onboarding, payroll, benefits, and scheduling.
  • Medical research databases such as PubMed gather and organize biomedical literature for clinicians to use as a part of evidence-based practice. These resources give clinicians a strong understanding of current research and allow patients to make informed decisions about their treatment plans.
  • Cognitive assessment software naturally integrates cognitive health into medical clinics, reducing stigma and opening up key conversations around brain health.

How cognitive assessment intakes add to a successful medical practice

Currently, 55 million people worldwide live with dementia, and that number is projected to rise to 139 million by 2050, according to Alzheimer’s Disease International. As this disease becomes increasingly common, the use of cognitive screens in primary care is a necessity for general practitioners.

Creyos’ suite of cognitive health assessments can be easily integrated into patients’ health intakes, and are a simpler alternative to adding extensive, time-heavy cognitive assessments to annual wellness visits. Our cognitive tasks, pre-made protocols, and behavioral health questionnaires get the information providers need without adding additional administrative burden for physicians and staff.

Along with capturing key brain health metrics, our cognitive screens:

  • Streamline professional communications
  • Build revenue by meeting CMS requirements and being reimbursable
  • Reduce administrative load and confusion with an integrated provider portal
  • Automatically integrate patient records, simplifying the journey from testing to results
  • Ease routine cognitive assessments with scientifically-backed protocols
  • Produce easy-to-understand reports for patients and providers
  • Prioritize data security by being HIPAA-compliant

Our screening tools address common concerns, such as memory troubles and ADHD. One survey of American adults, reported by the Association of American Medical Colleges, found that 1 in 4 of them currently suspect that they have undiagnosed ADHD. Our pre-made, condition-focused protocols provide scientifically backed data to give patients and providers the data they need to have meaningful discussions.

Making admin easy for your medical practice

According to the Canadian Medical Association, the time doctors spend on unnecessary administrative work is currently equivalent to 55.6 million patient visits. With the right systems and resources, medical practice managers can open up those hours to provide better care for patients, as well as reduce the risk of physician burnout.

Whether your clinic is small or large, successful medical practice management is key to shaking off excess administrative load. Contact Creyos today to discover the role we can play in helping your clinic run smoothly.

Reviewed by Sydni Paleczny, Staff Scientist at Creyos

Sydni earned her MSc in Neurosciences at Western University under Dr. Adrian Owen. Her research explores neuropsychological outcomes after cardiac surgery, with interests in cognitive neuroscience, critical care, and brain health. At Creyos, she supports scientific validity, health technology, and ongoing research.

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Published
February 12, 2025
Reviewed by
Sydni Paleczny
Staff Scientist at Creyos