Clinic Operations Manual template for Google Docs and Word

The first pages of the Clinic Operations Manual template

Every page (7)

Overview

Clinic staff often carry routines in their heads, so a new hire or a locum learns the rules by asking. This manual writes them down in one place: a booking cycle with owners, a chart audit, an infection risk register, a billing policy and an emergency escalation path, ending with a short guide to adapting it.

The sample shows a fictional clinic that audits 680 charts, scores five infection risks and quotes every fee before care. Replace the owners, figures and phone numbers with your own, delete routines you do not run, and print the emergency page for every treatment room.

Useful for

A practice manager writing down how the front desk, nurses and billing work before a new clinic opens
A clinic preparing for an insurer or accreditation visit that asks for written infection control rules
A new office manager learning the routines of a private practice in the first week

What's included

A cover page with version, owner and review date
A 16-week appointment cycle with owners and a weekly desk rhythm
A patient records page with a 680-chart audit and two role cards
An infection control risk matrix and register with owners and responses
A numbered billing policy with definitions, rules and responsibilities
An emergency escalation page with contacts, plus a guide to making it yours

How to use it

1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
2
Replace the cover details with your clinic name, manual version, owner and the date of your last review.
3
Update the appointment cycle, chart audit figures and risk register with your own owners, numbers and hazards.
4
Enter your fees, co-payment and write-off limits on the billing page, and your real phone numbers on the emergency page.
5
Delete the Make it yours guide page, then share the manual with your team or print the emergency page for each room.

What you need

Requirements

A Google account with access to Google Drive

Works with

Google Docs
Microsoft Word (download the .docx)

Questions

Are the people and figures real?

No. The organization, the people, the phone numbers and every figure are fictional sample data. Replace them with your own before sharing the manual.

Can I use it for a dental or physiotherapy clinic?

Yes. The structure of booking, records, infection control, billing and emergencies fits most private practices. Change the risks and fees to match your services.

How often should the manual be reviewed?

Review it at least every 6 months, and after any incident, new equipment or change of billing system. Record the owner and next review date on the cover.

#clinic-operations-manual
#operations-manual
#clinic-procedures
#infection-control
#patient-records
#medical-billing-policy
#google-docs-template

More Google Docs templates More business operations templates

Small Business Operations Manual
Docs + Word8 pages
Free
Restaurant Operations Manual
Docs + Word8 pages
Free
Operations Manual
Docs + Word7 pages
Free

Also in Business operations

All business operations templates

Get this template