Ready-to-Use Templates Built for Healthcare Practices
Stop building from scratch. HAN's library of practice management templates gives your team a head start on policies, compliance documentation, HR forms, and operational workflows — all developed by experienced healthcare advisors.
HIPAA Privacy Policy Template
A comprehensive, customizable HIPAA Notice of Privacy Practices suitable for physician offices, group practices, and specialty clinics.
Annual Compliance Training Checklist
Track staff completion of required annual compliance training topics including HIPAA, fraud & abuse, and workplace safety.
Employee Onboarding Checklist
Step-by-step onboarding checklist covering credentialing, system access, training assignments, and policy acknowledgments for new clinical and administrative hires.
Job Description Templates — Clinical & Admin
Customizable job description templates for common physician practice roles including medical assistant, front desk coordinator, billing specialist, and practice manager.
Charge Capture Audit Worksheet
Identify missed charges and documentation gaps with this structured charge capture audit tool designed for internal billing reviews.
Payer Contract Comparison Matrix
Side-by-side comparison template for evaluating payer contract terms, reimbursement rates, and key provisions across multiple payers.
Practice Opening & Closing Procedures
Standardized daily opening and closing checklists for front desk and clinical staff to ensure consistent, compliant operations.
Vendor & Business Associate Agreement Tracker
Track all active Business Associate Agreements (BAAs), renewal dates, and vendor contact information in one organized spreadsheet.
Patient Satisfaction Survey Template
A customizable patient satisfaction survey covering access, communication, care quality, and overall experience — ready to deploy via print or digital channels.
Need a Template You Don't See Here?
HAN's team can develop custom templates and policies tailored to your practice's specific needs, specialty, and state requirements.