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Practice Management Tools

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Practice Management Tools & Resources

Running a successful medical practice today is complex—and you should not have to navigate it alone. The Medical Society of the County of Erie curates credible, non-commercial resources from trusted physician organizations, including the American Medical Association and the Medical Society of the State of New York, to help practices stay current, resilient, and patient-centered in a rapidly changing environment.

The below resources cover payment models, prior authorization, credentialing, workflow, burnout, cybersecurity, and the operational questions that come with running a practice. Whether you are in independent practice or employed by a health system, you will find material here that applies to your work: tools for practice owners and administrators alongside guidance on team-based care, leadership, and administrative burden that speaks to physicians in employed settings. Several of these resources include modules that offer CME credit.

Start Here

  • AMA physician practice management hub – central gateway to practice management content, including guidance on payment models, regulatory issues, and practice operations.
  • AMA STEPS Forward toolkits – free, physician-developed how-to guides addressing burnout, workflow redesign, team-based care, prior authorization, telehealth, and more. Many toolkits offer CME credit.
  • AMA STEPS Forward playbooks – downloadable playbooks summarizing strategies and linking to toolkits, videos, and practical tools for staffing, compensation, and burnout reduction.

Running an Independent Practice

  • AMA private practice resources – practical tools on workflow, payment, telemedicine, cybersecurity, payor contracting, prior authorization, and claims management.
  • Private Practice: Attending to Business – a ten-episode podcast miniseries on the business side of private practice, covering the operational and financial questions that come with practice ownership.

Administrative Burden and Payor Issues

Education and CME

  • AMA Ed Hub practice management modules – educational modules covering core business and operational concepts for physicians and practice leaders.
  • AMA STEPS Forward podcast – conversations with healthcare leaders sharing strategies to improve workflows, reduce burnout, and enhance patient care.
  • MSSNY CME course directory – accredited online courses for New York physicians, including required training in infection control and pain management, plus courses on cybersecurity, AI in medicine, and physician wellness.

Resources for New York

  • MSSNY resource center – New York-specific materials, forms, and clinical and practice resources that complement national tools for practices in New York State.