How to conduct an operational assessment

By Steven E. Fisher, MBA

An operational assessment is a detailed review of all or selected aspects of a medical practice (Table 1). Whether your practices uses an outside consultant or conducts its own internal assessment, whether you are planning a comprehensive assessment or a more focused one, you’ll need to collect data, conduct analyses, and prepare reports. The following information should help guide you through the process.

Data collection steps
While approaches may differ in the specifics, the following steps need to be taken in a rigorously conducted operational assessment:

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