Healthcare Practice
Run the practice side of a clinic: administration, credentialing, facilities and quality.
A folder system for running a clinic or medical practice: administration, payer contracts, staff credentialing and training, facilities, quality, and a standard folder for practice initiatives like opening a location or onboarding a provider. For practice administration, not patient records, which belong in your EHR.
- 37 folders
- 1 standard document
- 0 automations
- 4 project stages
Click a folder to open it. Names use example values; you enter your own when you set it up.
What it fixes
Credentialing and training records are scattered
Credentialing, training records, scheduling and onboarding each have a place under 03 Staff.
Policies go unreviewed
Policies and procedures live in one folder with a policy review log to track owners and review dates.
New locations and services start from scratch
Each initiative, like opening a location or onboarding a provider, gets the same folder from plan to launch.
What's included
- Company folders (30). Deploy once into the shared drive or SharePoint library your practice uses.
- Practice Initiative template (7 folders). One folder per initiative, for example a new location, a new service, or onboarding a provider.
- Standard documents: Policy review log.
Project stages
Project Status in the desktop app shows each project's stage from what's in its folder, with no data entry.
- 1Planned · The initiative has a brief and a budget.
- 2Approved · Approvals are on file.
- 3In progress · Vendors, staffing or training are under way.
- 4Launched · The initiative has launched and is being reviewed.
Who it's for
- Practice managers
- Clinics and group practices
- Dental and allied health practices
- Operations teams at multi-site practices
How to set it up
- Install FolderCopilot Desktop and sign in.
- Open Templates → Company Starter Kits and choose Healthcare Practice.
- Enter your practice name and pick where it goes: SharePoint, OneDrive, Google Drive, a network drive or this computer.
- Review the checks and the preview of every folder, then click Apply.
- For each new practice initiative, click New practice initiative.
Questions
Should patient records go in these folders?
No. Patient records belong in your EHR or practice management system. This kit is for running the practice: administration, staff, facilities and quality.
Does this make our practice HIPAA compliant?
No. A folder structure doesn't make anything compliant. It helps you organize practice documents; your privacy and security obligations still apply to where and how you store them.
Where do the folders get created?
Wherever you choose: a SharePoint library, OneDrive, Google Drive, Dropbox, a network drive or office server, or a folder on one computer. FolderCopilot Desktop finds these for you and creates the folders there; your sync service shares them with your team as usual.
Will it overwrite anything we already have?
No. You see every folder and file before anything is created, existing files are never changed, and setting up a kit again only adds what's missing. You can undo a setup.
Are our files uploaded to FolderCopilot?
No. The folders are created on your computer or in your synced drive by the desktop app. Your documents are not uploaded to FolderCopilot to set up a kit.
Can we change the kit or make our own?
Yes. Once set up they're ordinary folders you can change. You can also turn any folder structure into your own kit with "Save a folder as a kit" and set it up again anywhere.