medical-practice-manager/references/tasks.md

Tasks & work activities — medical practice manager

Source: O*NET 30.3, occupation 43-1011.00 (First-Line Supervisors of Office and Administrative Support Workers).

Task statements

• [Core] Resolve customer complaints or answer customers' questions regarding policies and procedures.
• [Core] Supervise the work of office, administrative, or customer service employees to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.
• [Core] Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.
• [Core] Implement corporate or departmental policies, procedures, and service standards in conjunction with management.
• [Core] Discuss job performance problems with employees to identify causes and issues and to work on resolving problems.
• [Core] Train or instruct employees in job duties or company policies or arrange for training to be provided.
• [Core] Evaluate employees' job performance and conformance to regulations and recommend appropriate personnel action.
• [Core] Review records or reports pertaining to activities such as production, payroll, or shipping to verify details, monitor work activities, or evaluate performance.
• [Core] Recruit, interview, and select employees.
• [Core] Interpret and communicate work procedures and company policies to staff.
• [Core] Prepare and issue work schedules, deadlines, and duty assignments for office or administrative staff.
• [Core] Maintain records pertaining to inventory, personnel, orders, supplies, or machine maintenance.
• [Core] Compute figures such as balances, totals, or commissions.
• [Core] Research, compile, and prepare reports, manuals, correspondence, or other information required by management or governmental agencies.
• [Core] Coordinate activities with other supervisory personnel or with other work units or departments.
• [Core] Develop or update procedures, policies, or standards.
• [Core] Make recommendations to management concerning such issues as staffing decisions or procedural changes.
• [Core] Consult with managers or other personnel to resolve problems in areas such as equipment performance, output quality, or work schedules.
• [Core] Participate in the work of subordinates to facilitate productivity or to overcome difficult aspects of work.
• [Supplemental] Analyze financial activities of establishments or departments and provide input into budget planning and preparation processes.
• [Supplemental] Design, implement, or evaluate staff training and development programs, customer service initiatives, or performance measurement criteria.
• [Supplemental] Develop work schedules according to budgets and workloads.
• [Supplemental] Monitor inventory levels and requisition or purchase supplies as needed.
• [Supplemental] Plan for or coordinate office services, such as equipment or supply acquisition or organization, disposal of assets, relocation, parking, maintenance, or security services.
• [Supplemental] Arrange for necessary maintenance or repair work.
• [Supplemental] Keep informed of provisions of labor-management agreements and their effects on departmental operations.
• [Supplemental] Coordinate or perform activities associated with shipping, receiving, distribution, or transportation.
• [Supplemental] Plan layouts of stockrooms, warehouses, or other storage areas, considering turnover, size, weight, or related factors pertaining to items stored.

Detailed work activities

• Administer personnel recruitment or hiring activities.
• Analyze financial information.
• Calculate financial data.
• Compile data or documentation.
• Confer with coworkers to coordinate work activities.
• Coordinate operational activities.
• Develop organizational policies or programs.
• Examine documents to verify adherence to requirements.
• Explain regulations, policies, or procedures.
• Maintain current knowledge related to work activities.
• Maintain inventory records.
• Monitor inventories of products or materials.
• Perform administrative or clerical tasks.
• Plan facility layouts or designs.
• Prepare employee work schedules.
• Prepare research or technical reports.
• Provide information to coworkers.
• Record personnel information.
• Report maintenance or equipment problems to appropriate personnel.
• Respond to customer problems or complaints.
• Supervise clerical or administrative personnel.
• Train personnel.