Healthcare Practice Resources
Strategy, Leadership, and Practice Performance Tools
Strategy Worksheet
This worksheet is designed to help you assess your current position and shape the future direction of your practice. Use it to visualize insights, collaborate effectively, align your team around shared goals, identify risks early, uncover growth opportunities, and translate analysis into informed action.
Practice Operations Resources
Healthcare Practice Operational Assessment Checklist
Use this checklist to evaluate the operational health of a medical or dental practice. This resource helps practice leaders review scheduling, staffing, patient flow, collections, leadership accountability, compliance readiness, financial visibility, and system gaps that may be affecting performance, profitability, and growth.
Practice Management Meeting Agenda Template
Use this agenda template to structure productive leadership and practice management meetings. It helps teams review priorities, KPIs, staffing concerns, patient flow, collections, compliance tasks, open projects, accountability items, and follow-up actions in a consistent and organized format.
KPI Dashboard Starter Template
Use this starter template to identify and organize the key performance indicators that matter most in a healthcare practice. This resource helps track production, collections, case acceptance, scheduling, cancellations, patient retention, provider productivity, payroll, overhead, and other metrics that support stronger operational and financial decision-making.
Compliance and Risk Resources
Compliance Program Readiness Checklist
Use this checklist to evaluate whether your healthcare practice, ASC, or office-based surgical suite has the core compliance systems needed for daily operations, audits, inspections, and accreditation readiness. This resource helps review policies, training, documentation, OSHA, HIPAA, CLIA, infection control, credentialing, incident response, corrective action tracking, and ongoing compliance oversight.
HIPAA Website and Contact Form Compliance Checklist
Use this checklist to review whether your website, contact forms, online inquiries, tracking tools, and digital communication workflows create avoidable privacy or security risk. This resource helps healthcare organizations evaluate PHI warnings, form fields, email routing, website analytics, cookies, pixels, vendors, business associate considerations, breach response, and privacy notice alignment.
Third-Party Vendor Compliance Checklist
Use this checklist to evaluate vendor and contractor risk before engaging, renewing, or expanding third-party relationships. Designed for healthcare practices, ASCs, and office-based surgical suites, this resource helps organize vendor inventory, risk assessment, due diligence, contract requirements, privacy and security review, ongoing oversight, and red-flag monitoring.
ASC and Office-Based Surgery Resources
ASC Readiness Checklist
Use this checklist to evaluate whether an ambulatory surgery center has the operational, compliance, staffing, documentation, safety, credentialing, and quality systems needed for licensure, accreditation, payer readiness, and ongoing performance. This resource helps ASC leaders identify gaps before surveys, expansion, ownership changes, or operational improvement projects.
Office-Based Surgical Suite Startup Checklist
Use this checklist to plan and organize the development of an office-based surgical suite. This resource helps practices review state requirements, facility standards, anesthesia limitations, equipment needs, emergency preparedness, infection control, staffing qualifications, credentialing, documentation, accreditation criteria, and ongoing compliance oversight.
Mock Survey Preparation Checklist
Use this checklist to prepare for internal reviews, accreditation surveys, compliance inspections, or third-party mock surveys. This resource helps surgical facilities evaluate policies, logs, credentialing files, infection control, emergency preparedness, staff training, documentation, physical environment readiness, corrective action tracking, and leadership accountability before a formal review.
Surgical Facility Policy and Documentation Checklist
Use this checklist to organize the policies, procedures, logs, forms, and records needed to support safe and compliant surgical operations. Designed for ASCs and office-based surgical suites, this resource helps review clinical documentation, credentialing, infection control, anesthesia records, emergency protocols, quality assurance files, maintenance logs, incident reporting, and compliance oversight.
Financial Performance Resources
Revenue Cycle Checklist
Use this checklist to evaluate billing, coding, claims, collections, denials, refunds, payer issues, patient balances, aging reports, and revenue cycle workflows. This resource helps healthcare practices and surgical facilities identify financial leakage, documentation gaps, delayed payments, and process breakdowns that may affect cash flow and profitability.
Payroll and Staffing Efficiency Checklist
Use this checklist to evaluate staffing levels, payroll costs, overtime, role clarity, provider support, scheduling coverage, productivity, and team accountability. This resource helps healthcare practices and surgical facilities identify staffing inefficiencies, labor cost concerns, workflow gaps, and opportunities to improve operational performance.
Fee Schedule Review Worksheet
Use this worksheet to review payer reimbursement, procedure pricing, fee schedules, allowable amounts, write-offs, adjustment patterns, and profitability by service line. This resource helps practice leaders compare charges against reimbursement trends, identify underpriced services, and support more informed fee schedule and payer strategy decisions.
Office-Based Surgical Suite FAQs
What is an Office-Based Surgical Suite?
An office-based surgical suite is a licensed or regulated surgical facility located inside, or directly connected to, a physician’s office or medical practice. These suites are designed for selected outpatient procedures and must meet applicable state requirements, facility standards, safety protocols, documentation requirements, and accreditation criteria when required.​
What Levels of Anesthesia Are Authorized in Office-Based Surgical Suites?
The levels of anesthesia allowed in an office-based surgical suite depend on state law, the facility’s license or accreditation status, anesthesia capability, equipment, emergency preparedness, patient selection criteria, and provider credentials.
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Anesthesia categories commonly addressed in office-based surgical settings may include:
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Local anesthesia
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Minimal sedation
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Moderate sedation
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Deep sedation
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Regional anesthesia
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General anesthesia
Because anesthesia rules vary by state and facility classification, office-based surgical suites should confirm the permitted anesthesia levels before performing procedures or expanding services.
Are Office-Based Surgical Suites Safe?
Office-based surgical suites can be safe when they are properly licensed or accredited, appropriately staffed, and equipped for the level of procedures and anesthesia being provided.
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Safety depends on more than the physical space. A safe office-based surgical suite should have clear patient selection criteria, credentialed providers, trained staff, emergency equipment, infection control protocols, anesthesia oversight, documentation standards, quality controls, and emergency preparedness procedures. Ongoing monitoring, staff training, and compliance review are essential to maintaining a safe surgical environment.
What Specialties and Procedures May Be Performed in Office-Based Surgical Suites?
Office-based surgical suites may support selected outpatient procedures across a wide range of specialties. The exact scope depends on state law, facility licensure or accreditation, anesthesia capability, equipment, emergency readiness, provider privileges, and patient selection criteria.
Common specialties seen in office-based surgical suites may include:
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Plastic and facial plastic surgery
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Ophthalmology
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ENT
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Pain management
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Gynecology
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Dermatologic surgery
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Podiatry
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Dental, oral, and periodontal surgery
Common procedures performed in these settings may include:
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Blepharoplasty
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Liposuction
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Scar revision
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Selected elective plastic surgery procedures
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Cataract and selected ophthalmic procedures
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Sinus, nasal, and selected ENT procedures
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Wisdom teeth removal, implants, periodontal surgery, and other oral surgery cases
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Joint injections, pain blocks, and selected minimally invasive pain procedures
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Hand, foot, and limited orthopedic or podiatric procedures
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Vasectomy and selected minor urologic procedures
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Excision of lesions, skin cancer repairs, and dermatologic surgery
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Selected endoscopic or minor general surgical procedures
How Do I Start an Office-Based Surgical Suite?
Starting an office-based surgical suite requires a structured review of state requirements, facility standards, anesthesia limitations, equipment needs, staffing qualifications, credentialing, emergency preparedness, infection control, documentation, and any required accreditation criteria.
Before opening or expanding an office-based surgical suite, practices should evaluate:
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State licensure or registration requirements
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Accreditation requirements, if applicable
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Facility layout and life safety standards
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Procedure and anesthesia scope
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Emergency equipment and transfer protocols
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Provider credentialing and privileging
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Staff training and competency documentation
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Infection control policies
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Surgical documentation standards
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Quality assurance and performance monitoring
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Supply, equipment, and medication management
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Ongoing compliance oversight
A strong setup process helps reduce risk, improve readiness, and create a safer, more organized surgical environment.
Ambulatory Surgery Center FAQs
Is There a Fee for the Feasibility Assessment?
Yes. There is a fee for the feasibility assessment. If you move forward with Solstice Group’s services, the feasibility assessment fee is credited toward your service contract or project.
How Long Does It Take to Receive the Feasibility Assessment Results?
Once all required information is provided, Solstice Group typically completes the feasibility assessment within three weeks.
Our team will review the information needed, identify any missing documentation, and help guide you through the process of gathering the required materials.
We Only Need Quarterly Training. Do You Offer Short-Term Programs?
Yes. Solstice Group offers short-term and long-term consulting support, including quarterly training programs, focused compliance support, and multi-year operational engagements.
Contracts may range from three months to several years, depending on the scope of support needed. Services are customized based on your facility, team, compliance needs, and operational goals.
Can Solstice Group Evaluate Our Strategic Plan?
Yes. Solstice Group can review your current strategic plan and help identify additional goals, priorities, operational gaps, and implementation needs.
We can also help update the plan so your team can pursue its goals more efficiently, track progress more clearly, and align leadership decisions with measurable outcomes.
Can Solstice Group Perform a Mock Survey?
Yes. Solstice Group performs mock surveys for ambulatory surgery centers and office-based surgical settings.
Our mock survey process may include documentation review, facility walkthroughs, staff interviews, policy review, compliance checks, safety observations, and operational findings. After the review, Solstice Group provides a written report outlining findings, risks, recommendations, and corrective action priorities.