Quick Check Tools: Improve Your Practice Processes

Our easy-to-use Quick Check tools can help your practice identify processes that need to be updated. Each printable checklist also includes a resource list and contact details for additional guidance.

Quick Check: Dissatisfied Patient Management

Improve how your practice identifies and manages dissatisfied patients.

Quick Check: Patient Dismissal Process

Improve your process for dismissing patients from your practice.

Quick Check: Informed Consent Process

Improve your informed consent process and documentation.

Quick Check: Telehealth Care

Minimize your potential liability risks associated with telehealth care.

Quick Check: Appointment Management

Improve your practice’s appointment management process.


The guidelines suggested here are not rules, do not constitute legal advice, and do not ensure a successful outcome. The ultimate decision regarding the appropriateness of any treatment must be made by each healthcare provider considering the circumstances of the individual situation and in accordance with the laws of the jurisdiction in which the care is rendered.

08/23