Self-guided Risk Assessment Toolkit

The Self-guided Risk Assessment Toolkit is available for members to independently assess areas of potential risk within their practice. It is intended to assess risks in the outpatient setting and includes an anonymous online questionnaire, a template for medical record audits, and downloadable tips for best practice.

Note: Due to the anonymous nature of the Self-Guided Risk Assessment, we are only able to provide follow-up support if you contact us with the specific risk exposures you wish to address. 

 


 

The first step is to complete the online questionnaire at the link below. Participation is completely anonymous, and you can complete the survey over time, starting and stopping to fit your schedule. Upon completion, you will have the opportunity to review the results, including identified risks and associated tips for best practice. 

Download and review the questions and tips for best practices by downloading the following: 

Download and utilize the following template for conducting your own medical record audit:

STEP 1: Online Questionnaire

The first step is to complete the online questionnaire at the link below. Participation is completely anonymous, and you can complete the survey over time, starting and stopping to fit your schedule. Upon completion, you will have the opportunity to review the results, including identified risks and associated tips for best practice. 

STEP 2: Review Tips for Best Practices

Download and review the questions and tips for best practices by downloading the following: 

STEP 3: Medical Record Review

Download and utilize the following template for conducting your own medical record audit:

Questions?

Please contact the Risk Management Team with any questions by calling (800) 962-1399 or emailing riskmanagement@phyins.com.


Resources

After understanding which areas warrant risk-reduction, you can access a wide range of our complimentary resources for support. The following are just a few resources available to all our members, at no additional cost:

  • RM Resource Library - A searchable and sortable library with articles, guidance, and customizable sample forms and letters. Includes links to HR Hero and CyberCenter.
  • Education Library - A library of online courses across a wide array of topics and issues for providers and staff. Many offer CE credit.