Clinic Manager Field Guide

Keeping a clinic staffed takes more than filling the schedule. You need to hire well, keep good employees, and address performance issues as they come up. The Clinic Manager Field Guide brings that work together around the four areas of the free Clinic Manager Assessment: coverage and scheduling, hiring and first-year retention, performance and conflict, and running the numbers.

• The Clinic Manager Field Guide: a working manual with a chapter of practical steps for each area, guidance for a new hire's first 90 days, and your own 30-day plan (13-page PDF)
• First 90 Days Planner: prepare for one new hire before day one, then follow through with the 30, 60, and 90 day checks (4-page PDF)
• Clinic Manager Scripts and Templates: word-for-word scripts for the call-out morning, interviews, checks, and the stay conversation, plus an interview scorecard (editable Word file, plus a PDF copy)
• Clinic Manager Action Workbook: track assessment results over time, use the monthly staffing scoreboard, and maintain the first-year roster with computed check dates and a dashboard (Excel)
• Quick Reference (PDF). The whole workbook on one page, including what each tab is for, what you enter, and how to read the result.

What is the refund policy?

Digital products are covered by a 30-day money-back guarantee. To request a refund, email support@truestephr.com or reply to your receipt within 30 days of purchase.

How the download works

Your files arrive as a single ZIP download, best opened on a computer. Save it, extract it (right-click and select Extract All on Windows, or double-click on a Mac), then open the Start Here file first. PDFs open in any reader, and editable files work in Microsoft Word and Excel or free equivalents, including LibreOffice, Google Docs, and Google Sheets. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.

Scope

These working tools and editable templates help you handle performance, conduct, and people decisions clearly, consistently, and defensibly. Performance, pay, and conduct conversations can have legal consequences, and discipline, documentation, and termination rules vary by state. For potential discipline or separation, or complaints involving harassment, discrimination, retaliation, or safety, have qualified counsel review the facts and your next step against applicable law before you act. General HR information, not legal advice.

Instant digital download. Backed by a 30-day money-back guarantee. Questions: support@truestephr.com.