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PracticeForward

The Business of Medicine

Regardless of where and how you practice medicine, there are professional and business obligations that go beyond your clinical duties. Doctors Manitoba has developed a suite of tools to help you manage your practice as part of PracticeForward.

We have dozens of Business of Medicine tools that are available upon request as part of our pilot. See a full list below. These resources will be uploaded to the site as they are finalized, based on your feedback. 

Use this form to request a copy of any of the resources listed below. 

Topics:

Professional Services and Procurement

Resource Type Description
How to Choose the Right Vendor Guide A guide with structured criteria, evaluation questions, and a scoring framework to help clinics assess, compare, and select the right service providers.
Supplying Manitoba Clinics Guide A guide to procuring medical supplies and equipment, covering supply categories, procurement strategies, supplier evaluation, and regulatory considerations for clinics in Manitoba.
Professional Services for Manitoba Clinics Booklet Guide A comprehensive guide to identifying, procuring, and managing professional services that support clinic operations, including vendor selection, contracting models, and compliance considerations.
Professional Services List Guide An overview of essential professional service areas — from legal and financial support to IT, facility maintenance, and operations — that will help clinics run efficiently and remain compliant.
Clinic Purchasing Checklist Checklist An inventory and procurement template to track supply levels, plan reorders, manage suppliers, and streamline clinic purchasing workflows.
Sample Vendor Request Email Template An email template for contacting suppliers to request product information, pricing, and service details to support clinic procurement decisions.
Clinic Professional Services Mapping Tool  Template A planning template to map and manage clinic service needs, including frequency, delivery model, budgeting, and operational considerations.
Vendor Evaluation Scorecard Template A scoring template to compare and rate vendors across key criteria such as experience, pricing, communication, and compliance to support confident selection decisions.
Supplier Evaluation Scorecard Template A scoring tool to compare and evaluate suppliers across key criteria such as pricing, reliability, service, and product range to support informed procurement decisions.
Business Planning


Resource Type Description
Getting Ready to Practice: A Guide to Starting Your Medical Career Guide A comprehensive starter guide for physicians entering practice in Manitoba, covering licensing, billing, career planning, and practice options.
Starting a Practice: A Guide for Manitoba Physicians Guide A guide to launching a medical practice in Manitoba, covering business planning, clinic setup, staffing, operations, and patient growth.
A Timeline for Starting a Practice Guide A structured timeline that outlines key steps and milestones for planning and launching a medical practice in Manitoba.
Working in Non-Physician Owned Practices Guide A guide to understanding the risks, responsibilities, and considerations when working in clinics owned by non-physicians, including contracts, autonomy, and professional obligations.
Tips for a Successful Meeting Guide A resource outlining how to plan, run, and follow up on effective practice meetings that support collaboration, accountability, and better decision-making.
Opening a Clinic Checklist Checklist A comprehensive, step-by-step checklist to guide physicians through opening a medical clinic in Manitoba, from planning and registration to operations and patient care setup.
Business Plan Template A structured business plan template designed to help physicians develop a comprehensive and professional plan for starting or growing a medical practice in Manitoba.
Human Resources


Recruitment & Hiring

Resource Type Description
Assessing Staffing Needs Guide A guide to help assess staffing requirements, plan workforce structure, and align team roles with patient care needs and clinic operations.
Equity, Diversity, and Inclusion (EDI) – Hiring Process Guide A guide to reducing bias in hiring and supporting inclusive recruitment practices within medical clinics.
Writing a Job Description Guide A guide to developing clear, structured job descriptions that align clinic needs with role expectations and support effective recruitment and workforce management.
Writing a Job Posting Guide A guide to developing clear, structured job descriptions that align clinic needs with role expectations and support effective recruitment and workforce management.
Interview Questions Guide Guide A guide to conducting effective interviews, helping assess candidates consistently and make informed hiring decisions.
Guidance on Employee Compensation Guide A guide to designing competitive compensation packages for clinic staff, including pay structures, statutory requirements, and benefits in Manitoba.
Reference Check Guidelines & Template Guide A guide to conducting structured and effective reference checks to validate candidate qualifications, performance, and fit for clinic roles.
Recruitment Checklist Checklist A step-by-step checklist to guide clinics through the full recruitment process, from planning and job posting to hiring and contracting.
Job Description Template  Template A template designed to help clinics create clear, structured job descriptions that define roles, responsibilities, and expectations for clinical and administrative positions.
Writing a Job Posting Guidelines & Template  Guide & Template A guide to creating clear, engaging job postings that attract qualified candidates and effectively communicate your clinic’s culture, expectations, and opportunities.
Interview Rating Form Template A form designed to document, evaluate, and compare candidate performance during interviews using consistent scoring criteria.
Offer Letter Form & Contract  Template A comprehensive employment offer and contract template to help formalize hiring agreements, outline expectations, and ensure compliance with Manitoba employment standards.

Onboarding Orientation & Training

Resource Type Description
The Importance of Employee Orientation Guide A guide highlighting the value of effective onboarding in improving staff retention, strengthening clinic culture, enhancing performance, and supporting compliance and patient safety.
PHIA Confidentiality Guidelines Guide A guide outlining PHIA requirements for protecting personal health information, including staff training, confidentiality obligations, safeguards, and breach reporting procedures.
Employee Orientation Guide Guide A guide to developing clear, structured job descriptions that align clinic needs with role expectations and support effective recruitment and workforce management.
Health & Safety Orientation Checklist Checklist A checklist to guide employee health and safety orientation, ensuring awareness of responsibilities, incident reporting, and compliance with Manitoba workplace safety requirements.
Employee File Checklist & Guidelines Guide & Checklist A checklist and guideline to help organize, maintain, and securely manage employee records while ensuring compliance with privacy and documentation standards.
New Employee Training Plan Template A template to plan, track, and document onboarding and training activities for new employees to ensure consistent orientation and skill development.
Conflict of Interest Declaration Template A template for employees and physicians to disclose and document real, potential, or perceived conflicts of interest to support transparency and compliance.
Direct Deposit Form Template A form to securely collect employee banking information for payroll setup and enable accurate and efficient direct deposit payments.

Performance, Retention & Development

Resource Type Description
Performance Evaluation Guidelines & Template Guide A guide to support consistent performance reviews, employee development, goal setting, and compensation decisions within clinical workplaces.
Determining Disciplinary Requirements Guide A guide to assessing employee conduct issues and determining appropriate disciplinary action using fair, consistent, and context-based decision-making principles.
Progressive Discipline Process Guide A guide outlining a fair and consistent approach to managing employee performance and conduct issues, including coaching, warnings, improvement plans, and termination steps.
Stay Interview Guide Guide A guide to conducting stay interviews that help clinics understand employee motivation, improve engagement, and identify opportunities to strengthen retention and workplace culture.
Stay Interview Form Template A form to guide conversations with current employees, helping clinics understand engagement, identify retention risks, and improve workplace satisfaction and culture.
Employee Performance Improvement Plan Template A template to assess employee performance, identify development areas, and create targeted improvement and growth plans aligned with role expectations.
Verbal Warning Documentation  Template A template to document verbal warnings, ensuring clear communication, consistent documentation, and accountability in addressing employee performance or conduct concerns.
Written Warning Letter Template A formal template to document and communicate written warnings, outlining performance or conduct concerns, expectations for improvement, and potential consequences.
Payroll & Employment Requirements

Resource Type Description
Understanding Payroll Deductions Guide A guide to payroll responsibilities in Manitoba, outlining mandatory deductions, optional contributions, employer obligations, and legal limitations on wage deductions.
Employer Health Tax Guide An overview of Manitoba’s Employer Health Tax, including payroll thresholds, calculation examples, and employer requirements to help clinics determine eligibility and plan for compliance.
Payroll Requirements Guide A guide outlining employer payroll obligations, including setup, Manitoba-specific requirements, ongoing responsibilities, and employee onboarding steps to ensure compliance and accurate payroll management.
Choosing the Right Payroll Support  Guide A guide to selecting and managing payroll solutions, outlining in-house and outsourced options, key selection criteria, and employer responsibilities for compliant payroll operations.

Ending Employment

Resource Type Description
Termination Process Guide & Template A guide outlining best practices for preparing, conducting, and managing employee terminations, including documentation, legal considerations, and post-termination procedures.
Record of Employment Guide A guide explaining when and how to issue a Record of Employment, including key requirements, timelines, and information needed to support Employment Insurance eligibility.
Exit Interview Guide Guide A guide to conducting structured and respectful exit interviews to gather insights, identify improvement opportunities, and strengthen workplace culture and retention.
Severance Form Template A form to document employee separations, ensuring accurate processing of final pay, vacation payouts, severance, and supporting payroll compliance.
Ending Employment Checklist Checklist A checklist to guide employees and clinics through the offboarding process, ensuring all administrative, financial, and operational requirements are completed before the final day of employment.
Internal Ending Employment Checklist Checklist An internal checklist to guide clinics through administrative, payroll, IT, and compliance tasks when ending employment, ensuring a smooth and well-managed offboarding process.
Employee Resignation / Retirement Confirmation Letter Template A template to formally acknowledge employee resignation or retirement, confirm final working dates, and reinforce ongoing confidentiality obligations.
Practice Closure and Succession Planning

Resource list coming soon!

Operations

Emergency & Continuity Planning

Resource Type Description
Contingency Planning Guide Guide A guide to preparing for operational disruptions by establishing contingency plans, ensuring continuity of care, and coordinating emergency response across systems, staff, and resources.
Key Roles in Disaster Response Guide A guide to identifying critical roles, responsibilities, and response strategies to support clinic operations and continuity of care during emergencies and disruptions.
Establishing an Emergency Exit Plan Guide A guide to developing and implementing emergency exit procedures to ensure the safe and efficient evacuation of staff, patients, and visitors during emergencies.
EMR Downtime Contingency Plan Instruction Guide A guide outlining key steps to prepare for and manage EMR system outages, ensuring continuity of care, clear communication, and accurate documentation during disruptions.
EMR Downtime Contingency Plan Checklist Checklist A checklist to establish and maintain clinic emergency kits, outlining required medications, equipment, and readiness protocols to support effective response to medical emergencies.
Emergency Kits Checklist A checklist to establish and maintain clinic emergency kits, outlining required medications, equipment, and readiness protocols to support effective response to medical emergencies.
Staff and Vendor Contact List Template A template to maintain organized contact records for clinic staff, emergency contacts, and external vendors to support communication, coordination, and continuity of operations.
Critical Records Inventory  Template A template to identify, track, and manage critical clinic records, ensuring secure access, backup processes, and continuity during disruptions.
Mitigation Strategies on Essential Services  Template A template to identify critical clinic services and develop mitigation strategies to maintain operations during disruptions or service outages.
Critical Situations: Office Procedure Templates Template A template to help document and standardize emergency response procedures for common disruptions, ensuring staff are prepared to act quickly and safely.

Other Operations

Resource Type Description
Manitoba Health Coverage – Uninsured Services Information Guide An overview of Manitoba Health coverage, highlighting services that are not insured and may require out-of-pocket payment, helping patients understand potential costs.
Collection of Patient Information Form Template A form to collect essential patient demographics, contact details, medical history, medications, and visit reasons to support accurate and efficient clinical care.
Patient Request for Medical Records Template A form to manage patient requests for medical record copies or transfers, outlining options, consent, timelines, and associated fees.

Workplace Culture

Resource Type Description
Managing Conflict with Employees Guide A guide to addressing workplace conflict by distinguishing between culpable and non-culpable issues, supporting early intervention, and applying fair, consistent approaches to resolution.
Inclusive Language in the Workplace Guide A guide for physicians on using inclusive language and behaviours to promote respectful workplaces, equitable care, and a culture of trust, diversity, and belonging.
Resources for Learning About DEI Guide A curated collection of training programs, tools, and educational resources to support learning and implementation of equity, diversity, and inclusion practices in healthcare settings.

Policies & Governance

Resource Type Description
Developing Clinic Policies in Manitoba Guide A comprehensive guide outlining best practices for creating compliant, effective clinic policies, including governance frameworks, legal alignment, and sample policy templates for operations, HR, privacy, and safety.
Employee Privacy Policy Template A sample policy outlining how clinics collect, use, protect, and manage employee personal information in compliance with PHIA and employment legislation.
Professional Development Policy Template A sample policy outlining how clinics support employee training and education, including request processes, evaluation criteria, and alignment with organizational needs.
Respectful Workplace Policy Template A sample policy outlining expectations, definitions, reporting processes, and procedures to prevent and address harassment, discrimination, bullying, and workplace violence.
Vaccine Mandate Template A sample policy outlining required immunizations for healthcare workers to ensure compliance with public health guidelines and protect patient and staff safety.

Billing, Fees & Uninsured Services

Resource Type Description
Using Square or Interac Machine Guide A guide outlining best practices for using payment terminals in clinics to ensure efficient transactions, patient privacy, hygiene, and secure payment handling.
Uninsured Services — Change in Office Policy Template A patient communication template to inform individuals of new uninsured service fees, payment expectations, and acknowledgement of policy acceptance.
Uninsured Services Policy Acknowledgement Form Template A patient-facing template to communicate uninsured service policies, payment expectations, and obtain signed acknowledgment of terms and conditions.
Uninsured Services Charge Slip Template A template to document and communicate uninsured services provided, ensuring accurate billing and efficient fee collection at the point of care.
Missed Appointment Fee Letter Template A patient communication template to notify individuals of missed appointment charges, outline payment expectations, and reinforce clinic attendance policies.
Third Party Invoice Template An invoice template for billing external individuals or organizations for uninsured medical services, including itemized fees and payment terms.
Third Party Billing — Fee Estimate Letter Template A template to provide third party organizations with a pre-service fee estimate for uninsured services, including itemized costs and acknowledgement of payment terms.
Third Party Transfer of Medical Records Invoice Template An invoice template for billing third-party organizations for medical record services, including itemized administrative and physician review fees.

Virtual Care

Resource Type Description
Privacy and Security Considerations for Virtual Health Care Visits Guide A guide outlining CPSM requirements and best practices for protecting patient privacy, ensuring secure virtual care delivery, and maintaining compliance with PHIA.
Step by Step Guide to Adding Virtual Care Guide A guide to implementing and optimizing virtual care in clinics, including setup, patient communication, workflow integration, and best practices for virtual visits.
Virtual Care and Patient Consent Guide A guide outlining requirements and best practices for obtaining and documenting patient consent for virtual care, including written and verbal consent processes.
Virtual Care Quick Start Guide Guide A step-by-step guide to implementing virtual care in clinics, covering workflow integration, patient communication, consent processes, and scheduling optimization
Virtual Care Integration Planning Tool Template A planning tool to help assess current workflows, identify opportunities for virtual care, and optimize scheduling, workload, and patient access.
Workplace Safety

Resource Type Description
Occupational Health & Safety Guidelines Guide A guide outlining legal requirements, roles, hazard management, training, and safety practices to support a safe and compliant clinical workplace in Manitoba.
PPE Office Poster  Guide
Handling Biohazard Materials Guide A guide outlining safe handling, storage, transport, and disposal procedures for biohazardous materials, including PPE requirements and emergency response protocols.
Violence Prevention and Response Guide A guide outlining strategies, training, and response protocols to prevent and manage workplace violence in clinical settings while ensuring staff and patient safety.
Workplace Inspection Checklist Form Checklist A checklist to document and assess workplace safety conditions across clinic environments, including facilities, procedures, emergency readiness, and compliance with Occupational Health and Safety (OHS) standards.
First Aid Record Form Template A form to document workplace injuries, treatment provided, witness details, and follow-up actions to support safety reporting and compliance.
Hazard Reporting Form Template A form to identify, assess, and track workplace hazards, including risk levels, recommendations, and completion timelines to support OHS compliance and mitigation efforts.
Workplace Incident Report Form Template A form to document workplace incidents, including event details, investigation findings, corrective actions, and preventive measures to support safety compliance and reporting.
Practice Improvement & Optimization

Resource Type Description
Practice Improvement Playbook – Patient Experience Guide A comprehensive playbook offering practical strategies, communication frameworks, and feedback tools to enhance patient experience, engagement, and clinic performance.
Practice Improvement Playbook — Enhancing Patient Experience Guide A comprehensive playbook providing practical strategies, scheduling models, and operational tools to improve patient access, reduce wait times, and optimize clinic efficiency.
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