Smart Medical Practice Toolkit
Helping Physicians and Practice Leaders Manage the Business Side of Medicine
Today’s medical practices are under constant pressure—shrinking reimbursement, increasing payer complexity, HR challenges, and mounting administrative demands that pull time away from patient care. For many physicians and practice leaders, it’s no longer just about staying compliant—it’s about staying sustainable.
The Smart Medical Practice Toolkit brings together the collective healthcare expertise of Yeo & Yeo Medical Billing & Consulting, Yeo & Yeo CPAs & Advisors, and Yeo & Yeo HR Advisory Solutions to provide clear, practical guidance. Built around the real‑world challenges practices face every day, this toolkit offers concise webinars, downloadable tools, and actionable insights designed to help you strengthen operations, improve financial performance, and reduce risk.
The Toolkit is just the starting point. When the challenges of running a thriving medical practice feel complex or overwhelming, our Health Care Services Group is here to help—bringing clarity, practical guidance, and support when you need it.
Webinar: HR Best Practices Every Medical Practice Needs
Presented by Amy Cell, YYHR President | 12 min
From employee concerns and inconsistent decisions to missing documentation or unclear policies, small HR gaps can quickly turn into time-consuming problems for busy medical practices.
Keep Learning—Explore More Webinars
Understanding Financial Statements and What They Reveal About Practice Performance
Carrie Lapka, CPA, CPPM | 15 min
“Incident To” Billing — Maximize Reimbursement, Minimize Risk
Denise Garrett, Billing Manager | Yeo & Yeo Medical Billing & Consulting | 14 min
Valuing a Medical Practice
Zaher Basha, CPA, CM&AA | 15 min
Start the Year Right – Payroll Tips for Physician Practices
Christine Porras, CPP | 15 min
Onboarding Employees in Michigan
Christine Porras, CPP | 10 min
Building Financial Forecasts
Carrie Lapka, CPA, CPPM | 15 min
Smart Medical Practice Resources
Are Outsourced Accounting and Small Business Services Right for You?
8 Tips to Run a More Profitable and Efficient Medical Practice
5 Hidden Costs Draining Your Practice’s Revenue
BCBSM & BCN Announce Changes to Incident-To Billing Policy
Discover Your HR Strengths & Gaps with the HR Gap Assessment
Our complimentary HR Gap Assessment provides a comprehensive snapshot of your organization’s HR health.
Starting a Physician Practice Checklist
As you start a new medical practice, use this checklist to help you stay organized and focused. By following these steps, you’ll be well-equipped to set your practice on a path to thrive.
Closing a Physician Practice Checklist
Our Closing a Practice Checklist includes a list of preparations, notifications, and tasks that should be completed from 90 days out to the final day of closure.
Ready to Thrive?
