Comprehensive Endocrinology Practice Staff Training Manual

Section 1: Clinical Operations

1.1 Patient Intake Procedures

• Verify insurance and preauthorizations
• Collect complete medical history
• Document current medications
• Record vital signs including BMI

1.2 Laboratory Protocols

• Blood draw procedures
• Specimen handling guidelines
• Lab requisition completion
• Result documentation procedures

1.3 Diagnostic Testing

• Glucose monitoring protocols
• A1C testing procedures
• Thyroid ultrasound preparation
• DEXA scan coordination

Section 2: Administrative Procedures

2.1 Scheduling Guidelines

• New patient appointments (60 minutes)
• Follow-up visits (30 minutes)
• Urgent care slots
• Laboratory-only visits

2.2 Insurance and Billing

• Prior authorization procedures
• Common CPT codes
• Documentation requirements
• Claim submission protocols

Section 3: Patient Education

3.1 Educational Materials

• Diabetes management resources
• Thyroid disorder information
• Nutrition guidelines
• Medication instructions

3.2 Device Training

• Glucose meter instruction
• CGM system overview
• Insulin pump basics
• Injection technique demonstration

Section 4: Emergency Protocols

4.1 Medical Emergencies

• Hypoglycemia management
• Diabetic ketoacidosis
• Thyroid storm
• Emergency contact procedures

Section 5: Compliance and Documentation

5.1 Regulatory Requirements

• HIPAA compliance
• Documentation standards
• Quality measures
• Patient safety protocols

Section 6: Equipment Management

6.1 Maintenance Procedures

• Calibration schedules
• Cleaning protocols
• Supply inventory
• Equipment troubleshooting