Developing an award is more than simply purchasing an acrylic plaque. It begins with developing application materials, selection criteria, a scoring rubric, communication pieces, and a repeatable timeline. Then, the process has to be streamlined to be as efficient as possible for those involved.

Work was done to create a form where applicants could submit their information and upload their materials directly on the organization’s website and receive confirmation of the submission. All items forwarded directly to the chair for ease of preparation and dissemination to the full committee,  after blinding. The scoring rubric was placed online to collect and collate results, speeding up the selection process.

It’s a good problem when the organization outgrows the chart of accounts. However, it can make reporting out of accounting software clunky and requires extra time being spent to manually match reports and budgets. A complete overhaul of the chart of accounts and updating that in the software allowed for streamlined reporting, which assisted with making budgeting and projections easier. It also positioned the bookkeeping to be an easier task for the next treasurer.

There is an art to handling provider credentialing in an outpatient physical therapy office. It was easy for someone who had not been trained in the process and who didn’t have an organizational foundation to lean on let the process get out of hand. Payors had incorrect provider information, some with the wrong specialties, because of how rosters had been submitted. Some contracts were saved, some were nowhere to be found. There was no repeatable process to onboarding a new provider and when a provider left the practice there were no steps taken to remove affiliations. Many former providers still had Medicare benefits assigned to the practice. Claim payments were being denied because providers had not been credentialed with the payor. A major overhaul to the entire process resulted in a more effective approach to provider onboarding and expanded opportunities for patients to see their preferred provider without incurring financial penalty.

Communicating with members is important, and doubly important when conducting member votes. When the national organization changed membership categories on their database, the impact to the email marketing list was significant. Unearthing this issue also revealed many non-members were receiving communications and potential voting invites because of the additive nature of email lists. Through a series of data manipulation, the lists were cleaned up and the new categories were situated. The list was also scoured to remove all non-members.