LeanStacks editorial · 5 min read · Practice operations education
Agree on the actual problem.
Be specific about the work you want to improve. “Help with billing” is broad; “organize unresolved claims and assign the next action” gives both teams a clearer starting point. Capture the current process before discussing the future one.
Define ownership and boundaries.
Document which tasks stay with the practice, which move to the partner and which require shared review. Confirm who approves changes and how unexpected requests are handled.
Plan access and communication.
Have your practice’s authorized system administrator determine the access needed for each role. Agree on communication channels, review frequency and escalation contacts. Use approved systems for patient-related information.
Set a realistic first review.
Decide what success will look like for the initial scope. Compare the work against clear completion criteria and review unresolved items. Expand only after the handoffs and responsibilities are working as intended.
PUT IT INTO PRACTICE
Your team discussion checklist
- Write the scope in plain language.
- Assign an owner on both teams.
- Agree on access and escalation.
- Set a review date and success criteria.
General operational education. Adapt these ideas to your practice’s approved procedures and service agreements. This guide does not provide clinical, legal or payer-specific advice.
Back to all insights