Clinic Operations Risk Assessment
Rate each statement on a scale of 1-5
0 of 20 questions answered
SOP & Knowledge Management
Risk Signal: Knowledge lives in people's heads, old files, or chat threads
We have documented SOPs for all critical clinic operations (clinical + admin)
Staff know where to find SOPs without asking someone
SOPs are easy to understand and updated regularly
There is a clear owner responsible for maintaining each SOP
Onboarding & Training
Risk Signal: Onboarding slows the clinic down instead of speeding it up
New hires have a structured onboarding plan from Day 1
Training does not depend heavily on one senior staff member
New staff know what 'good' looks like within their first 2–4 weeks
Daily Operations
Risk Signal: Daily operations feel reactive and personality-driven
Staff know their responsibilities at the start of each shift
Task handoffs between roles are clear and documented
Recurring tasks are not forgotten or duplicated
Exceptions and issues are flagged early, not after problems occur
Front Desk & Admin
Risk Signal: Revenue leakage and patient dissatisfaction start at the front desk
Patient intake follows a consistent, documented process
Front-desk staff know how to handle common exceptions
Follow-ups (calls, forms, billing) are tracked reliably
Compliance & Audit Readiness
Risk Signal: Compliance is handled reactively or 'when needed'
Required policies and compliance documents are complete and current
You know exactly where to find documents needed for an audit
Communication & Handoffs
Risk Signal: The same questions are answered repeatedly by senior staff
Staff know where to ask questions and get consistent answers
Shift changes do not result in lost information
Management & Visibility
Risk Signal: The clinic depends too much on you personally
You can quickly tell if today is going smoothly or not
The clinic runs consistently even when you're not present
Answer honestly based on how things actually work, not how they're supposed to work