Risk Management

Below is a list of items that every practice owner should be aware of.

1. Prepare a new comprehensive employee manual (including a social media policy, cell phone and Internet policy), which also includes new overtime regulations.

2. Prepare a new employee package [documents for applications, credit screens, etc…], including employee evaluation and interim employee evaluations.

3. Prepare an up to date HIPAA (including new forms) and OSHA manual.

4. Non-disclosure and non-solicitation agreement signed by every employee [and a non-compete signed by key employee, associates and independent contractors]

5. Website and social media disclaimers/privacy terms.

6. Intellectual Property (IP) protection (protect your name, logos, slogans) (trademark/service marks filed with the U.S. Patent and Trademark Office].

7. Assignment of website design as to your practice Intellectual Property [from your web designer to you].

8. Estate Planning (Wills, trusts, etc…)