Resources

Medical Assistant Job Description

Your Medical Assistant is a valuable team member from the first day of operation and through the entire life of your clinic. Use this job description as a starting point for recruiting and edit as you see fit.

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Fund Development Director Job Description

Fundraising is the lifeblood of your charitable clinic and, while it is the responsibility of everyone, should receive the focus of a dedicated professional. Use this job description as a starting point for recruiting and edit as you see fit.

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Financial Report Template

A clear and concise financial report helps maintain transparency and open communication between the clinic team and its Board of Directors. This template will give you an idea – or a starting point – for how your financial report should look.

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Fundraising Strategies for Your Clinic

Fundraising for your clinic will be an ongoing effort that grows and changes with you and your team. This strategy brief can serve as the foundation for your fundraising strategy, upon which you can build your practice.

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Policy and Procedures Template

Good policies and procedures are crucial to guiding your clinic operations and Board of Directors. This template will give you a starting point for addressing service delivery, compliance, governance, and more.

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Board Manual

Whether the members of your board are veterans or serving for the first time, this manual will help keep everyone on the same page. An effective Board of Directors is a crucial component of a successful charitable clinic.

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Patient Flow Exercise

Before your clinic opens your doors, take an opportunity to find and work through some problems that haven’t yet revealed themselves. Following this patient flow exercise will give your clinic team a chance to admit, see, and discharge actors-as-patients while no one’s health is at stake.

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Committee Benchmarks

Committees support the board’s strategic initiatives through action. This document will help your board and committees plan a full suite of projects around finances, operations, legal, and more.

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ECHO Benchmark Document

ECHO’s process to establish your charitable clinic can be completed in 12-18 months following this document. Nothing can replace the guidance of your ECHO consultant and the support and effort of your team, but this document will take you through every step.

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New Clinic Development Services

ECHO’s clinic consulting services are designed to help you start, grow, and sustain your charitable clinic. Our team is here to support you on the journey to realize your vision for providing charitable health care.

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