Operations Manual

The Core Policies section of our company outlines expectations for service standards, customer service, and office policies in the workplace.

This section provides an insight into the various positions available, including Patient Coordinators, Patient Providers, Medical Director, and Clinical Managers. Each job description outlines the necessary qualifications and skills required and provides a list of duties and expectations.

The New Employee Guide provides instructions for onboarding new employees, from completing paperwork to a comprehensive checklist of tasks that need to be completed.

Our Training Guide is the comprehensive list of all BHRC University modules required for new employees and subcontractors to complete before beginning their work.

Our Employee Termination Guide is designed to make sure proper documentation is made for any employee or subcontractor that is either terminated or ends their employment with BHRC. Additionally, it includes a checklist of tasks that need to be completed immediately upon separation to ensure all company and client information is secure and confidential.

The objective of the Marketing Guide is to outline the tried and true marketing methods that have proven to be a successful roadmap for our BHRC clinics. We cover creating your initial marketing plan for your location's launch and continued marketing efforts once your location is up and running.

The Lead Management Guide shows you how to provide a 5 Star experience to potential clientele. We cover everything from phone etiquette and email communications, how to use backstage Tracker to track leads, how to use PatientNow once the first appointment is scheduled, and how to run lead reports.

The Daily Operations Guide is designed to give you an overview of all the daily, weekly, monthly, quarterly, and yearly tasks you need to complete to operate a BHRC Clinic successfully. This guide includes detailed instructions, downloadable checklists, and links to more resources.

The Service Procedures Guide is a central spot where you can look up what Consent Forms, Protocols, Policies & Procedures, and Post Treatment instructions you need to follow when providing services to our clientele. We also give you follow-up recommendations to ensure our clients have a 5 Star experience with us.

The Sales Procedures Guide is a tool you can use to help you convert Consultation Appointments to actual sales. This guide includes suggested Sales Packages and tips for cross/up-selling services and products. We also cover tips for scheduling out future sales to the client.

The Emergency Plans in our Operations Manual cover both employee-related emergencies and client-related emergencies that could arise from treatment.

The Technology Stack provides you with details on the various software we use to run a BHRC Clinic. Included in this guide are links to the programs, set-up instructions, operation instructions, and contacts for the software if applicable.

The Facility & Equipment Maintenance Guide is designed to ensure the equipment your clinic uses to operate is kept in good repair and operates as the manufacturers intended. This guide includes detailed instructions, who to contact in case something breaks, and downloadable checklists.

The Reporting Guide is an overview of all the reports you need to run on a daily, weekly, monthly, quarterly, and yearly timeline. We also cover who from your clinic should be running those reports, and we also break down what platform you need to run the report on and who you need to send the report to.