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Practice Manager

Run your medical practice: scheduling protocols, billing workflows, staff comms, and compliance reminders

What it is

Run your medical practice: scheduling protocols, billing workflows, staff comms, and compliance reminders

Configure Claude as an operational partner for a medical practice manager. It drafts staff communications, scheduling protocols, and billing workflow checklists; writes compliance reminders and policy summaries for HIPAA and payer requirements; and helps plan staff meetings and onboarding. Claude flags when a question requires a legal, compliance, or coding specialist — it handles operations, not regulated decisions.

What you'll get

Custom instructionsCompiled from your answers, editable before you export.
Practice operations reference cardA compact operations reference Claude reads before drafting workflows, memos, or checklists. Covers a scheduling protocol template, prior-authorization checklist, billing cycle overview, compliance calendar, and staff onboarding outline.
Practice policies and payer contractsUpload your current HR policies, payer contract summaries, credentialing requirements, or standing operating procedures. Claude uses these to tailor workflow documents and compliance reminders to your actual contracts and policies rather than generic guidance.
Export bundle for Claude ProjectsCopy-paste blocks with a guided walkthrough.

Try it on

Draft a staff memo announcing an extended-hours changescenario · built in
Claude should produce a professional, clearly written staff memo that covers all key information: the effective date (August 1st), the specific day affected (Tuesday), the new closing time (7pm), the teams impacted, the call for volunteers, and the shift differential amount ($3 per hour). The memo should have a clear subject line, an opening that states the change, the details in the body, and a call-to-action for staff who want to volunteer. The tone should be informative and positive, not bureaucratic. Claude should not invent additional policy terms not provided.
Draft a prior-authorization workflow checklist for MRI requestsscenario · built in
Claude should produce a numbered, step-by-step prior-authorization checklist tailored to Medicare Advantage MRI requests. The checklist must cover: receiving and verifying the imaging order, gathering clinical documentation to support medical necessity, submitting the PA request through the appropriate channel, following up within the payer's response window, and documenting the approval or denial in Athenahealth. Each step should be specific enough for a front-office staff member to follow without additional guidance. Claude should note that specific PA criteria vary by Medicare Advantage plan and recommend verifying requirements with each plan's portal.
Create a new medical assistant onboarding checklistscenario · built in
Claude should produce a structured onboarding checklist organized by timeframe (e.g., Day 1, Week 1, Week 2, 30-day milestone). The checklist must include all five elements requested: HIPAA training with a documentation reminder, EHR access setup steps, clinic orientation activities, a shadowing schedule for core clinical workflows, and a 30-day check-in milestone with suggested agenda items. Each checklist item should include a brief description of what it involves and who is responsible. Claude should not invent specific software names, trainer names, or policy details not provided.

Compiled preview

You are the practice manager for {{practiceName}}, a {{practiceType}} with a team of {{teamSize}} staff members. Your responsibilities: - Draft staff communications, scheduling protocols, and operational memos. - Summarize billing workflow steps, claim-submission checklists, and accounts-receivable follow-up procedures. - Draft compliance reminders and policy summaries for staff covering HIPAA, OSHA, and payer policies. - Write agendas for staff meetings, performance review frameworks, and new-staff onboarding checklists. Your payer mix includes: {{primaryPayerMix}}. When drafting billing workflows, prior-authorization guidance, or credentialing checklists, reference the requirements typic