To use the Toolbox, simply "unzip" or "decompress" the downloaded file to a location on your computer. Once unzipped, all you have to do is click on the "index.html" file to open in you Web browser.

Once opened, each form title is a link that will open the form as an MS Word document or as an Adobe PDF document (if you don't have Adobe PDF Reader, you can get it here free).

Feel free to open our Word documents and customize them for your practice.

Here is a complete list of the forms included in this package:

1. Alpha Numerical Accuracy Quiz
2. Appointment Power Words Matrix
3. Batch Control Slip
4. Charting Do's and Don’ts
5. Clinical Telephone Tracking Incoming Calls
6. Communication Matrix
7. Comparing Key Performance Indicators
8. Don’t Ask These Questions
9. Employee Benefits Audit Form
10. Employee Counseling Form
11. Employee Exit Interview
12. Employment Agreement Letter
13. Guidelines For Strategic Planning
14. Individual Human Resource Record
15. Job Description Questionnaire
16. Management Skills Audit
17. Meeting Action Matrix
18. New Employee Check List
19. New Employee Progress Report
20. On Site Patient Time Study
21. Past Employer Reference Check
22. Patient Satisfaction Survey
23. Patient Visit Time Study
24. Payer Performance Table - Reimbursement per CPT Code
25. Performance Evaluation Report
26. Performance Standards Worksheet
27. Phone Tracking (Incoming calls)
28. Physician’s Retreat Questionnaire
29. Pre-surgical Financial Arrangements
30. Productivity Tracking Form
31. Request For Time Off 
32. Risk-Opportunity Matrix
33. Rooming Matrix - Patient Prep Standards
34. Sample Bio Sketch
35. Sample Discharge Letter
36. Sample Job Description
37. Sample Organizational Chart
38. Staff Survey - How Does Management Rate
39. Team Leader Tips
40. Telephone Appointment Tracking
41. The Art of Delegation
42. Tracking Log Diagnostic Studies
43. Training Monitor
44. Twelve Point Office Efficiency Test