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The Group Practice Exchange

The Group Practice Exchange Podcast is a place for group practice owners, where we talk candidly about business ownership and leadership. From practice building tips to live coaching to real talk episodes with other group practice owners, we are the resource you have been looking for to grow your group practice.
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Aug 2, 2023

Is your staff clear on what their role and function is in your practice? If not… that could be hindering your growth and success.

In this second episode of the six-week Accountability Equation™ podcast series, I focus on the first A of the five A's, which is "assemble". I explain how assembling the right team and clearly defining roles and responsibilities is crucial for setting up accountability in your practice. I even provide an overview of a helpful matrix that outlines the core responsibilities for each role in your business. Join me as I discuss:

  • The difference between roles and functions: Roles are specific positions in the organization with their own set of responsibilities and expectations, while functions are the tasks and responsibilities within those roles.

  • Why job titles and organizational charts are not helpful in providing clarity and understanding of responsibilities.

  • The core roles and functions of a group practice including: visionary, integrator, sales and marketing, operations (administrative, HR, clinical), finance, and DEI.

  • Steps to avoid building roles and functions that keep you stagnant by envisioning where your business should be, rather than where it currently stands.

  • How spending time in the assemble phase helps clarify roles, reduce confusion, and promote collaboration and teamwork. 

Don’t start setting up your accountability system in your practice without first understanding this stage. This step is crucial as it provides clarity to everyone in the practice about their areas of authority. 

Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!

 

 Resources mentioned in this episode:

The Accountability Equation™ Program

Traction by Gino Wickman

 

Connect with Maureen Werrbach & The Group Practice Exchange:

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This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

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