Risk Management for Medical Office Staff

Protecting the Practice from Litigation
4.4 (28 ratings)
Instead of using a simple lifetime average, Udemy calculates a
course's star rating by considering a number of different factors
such as the number of ratings, the age of ratings, and the
likelihood of fraudulent ratings.
537 students enrolled
Instructed by Cole Morris Business / Management
Take This Course
  • Lectures 13
  • Length 1.5 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
Wishlisted Wishlist

How taking a course works


Find online courses made by experts from around the world.


Take your courses with you and learn anywhere, anytime.


Learn and practice real-world skills and achieve your goals.

About This Course

Published 11/2014 English

Course Description

This course gives you the tools required to excel in today's rapidly changing medical office. You will master the art of managing risks, avoiding legal landmines, and protecting your medical office from lawsuits.

Increase Your Confidence And Value To Your Medical Office Team

By the end of this course, you will understand your role in minimizing risks.

- Understand tort law and how to avoid accusations of assault and battery, false imprisonment, and invasion of privacy.

- Recognize the importance of staying within your "scope of practice," patient satisfaction and its role in managing legal risk.

- Comprehend and appreciate the "team approach" in minimizing risk and accusations of malpractice and negligence.

Your role in managing risk in the modern medical office.

Do you know that 53% of medical-related lawsuits are related to outpatient healthcare? The average settlement is about $290,000. However, a vast majority of risk management investment has been on the inpatient, or hospital environment.

This course focuses on outpatient risk management. It emphasizes the role of patient satisfaction, regulatory compliance and interpersonal communications play in minimizing legal exposure.

What are the requirements?

  • The student should have at least one month of practical experience working in a medical office environment.

What am I going to get from this course?

  • Understand how they can manage numerous risks in the modern office medical practice
  • Appreciate the legal concept of respondeat superior and the fact that physicians and other providers can be held responsible for the actions of medical office staff
  • Avoid potential torts in their workplace, including assault and battery, false imprisonment and invasion of privacy, and defamation of character
  • Maintain their scope of practice, stay within the bounds of the law, and do not inadvertently engage in the "practice of medicine" unless duly licensed
  • Actively support the physician's informed consent efforts with patients. Staff will understand the crucial role they play being the "eyes and ears" of the practice, being approachable by patients, and insuring related informed consent paperwork is properly managed

Who is the target audience?

  • Registered Nurses
  • Medical Office Managers
  • Physicians
  • Medical Assistants
  • Healthcare Risk Managers
  • Receptionists/Administrative Assistants

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Course Introduction

In this lecture we take a macro view of risk management as it applies to medical office. Basic definitions for liability, litigation and risk management are provided. Categories such as liquidity, technological, political, casualty and market risks are briefly reviewed.

4 questions

Welcome to the course! Here are a couple of questions to see how we are doing. Take your time. No pressure.

Medical Office Risk- Insights_1
2 questions

A review of trends that are influencing risk in today's outpatient environment.

Patients not Problems
3 questions

According to this lesson, there is a direct relationship between patient satisfaction with the office staff and their willingness to file a lawsuit


We look at the ancient practice of Respondeat Superior. It is the legal doctrine that results in making employers liable for the actions of their employees. Two external videos are included comparing criminal and civil law, and a concise definition for a tort.

4 questions

A review of why your boss, and you--

Medical Malpractice- An Overview
Section 2: Pressure Points

How can civil torts such as assault and battery and false imprisonment occur in today's medical office? At the end of this lecture you understand such risks exist and how to avoid them.

5 questions

These questions check your understanding of some of the torts that can potentially occur in your workplace.


In this lecture we cover the importance of staying within the approved scope of practice for your particular state and profession. A definition for "practicing medicine" is provided. Supplementary material includes a link to the American Association of Medical Assistants listing of state scope of practice requirements.

Scope of Practice
6 questions

Informed consent is a keystone of modern healthcare. It involves making sure the patient understands their options and the implications of their care. This lecture discusses how office staff can support and assist in this important effort by being a patient advocate. The importance of communication and accurate paperwork is stressed. By the end of this lecture the student will have an appreciation of the "physician's quandary" as it applies to informed consent.

Informed Consent
3 questions

After this lecture, the student will have an understanding of the mandatory reporting requirements in their jurisdiction. Specific focus is on child, elder and domestic abuse. External resources and well as as a downloadable handbook provide specific reporting requirements for medical office staff.


Many outpatient malpractice claims revolve around late or missing diagnosis of an illness. Although yhr medical staff member does not perform the diagnosis of illness, they can support the physician. This lecture highlights the importance of lab test management and the staff's role in making sure the physician has what they need in a timely manner.


In this section we review how the office staff member can mitigate the likelihood of legal action. They can do this in two general ways. 1) Insure compliance with all regulatory requirements and 2) Understanding the role that patient satisfaction has on the decision to sue or not.

Section 3: Protecting the Practice

In this section we mention how the office risk management plan can be leveraged as a marketing tool. It not only helps address risk, but it can also provide a competitive advantage. However, this lesson also reminds us the office RM plan can also be a double-edged sword. The instructor suggests actions should you have to deviate from your written plan.


We wrap up the course and quickly some of the key points in the previous lessons. The instructor also introduces two team-building resources you may want to consider for your office-- SBAR and CRM.

Students Who Viewed This Course Also Viewed

  • Loading
  • Loading
  • Loading

Instructor Biography

Cole Morris, Board Certified in Security Management

Over 30 years experience as a security professional. I have served in a diverse array of environments, including military, Fortune 500 high-technology, homeland security, and most recently, as the director of security for a major hospital network.

I have taught graduate-level security management as an adjunct faculty member of Webster University. I served 20 years in the United States Air Force in a number of capacities, including security, intelligence, and air operations. I have also served as a logistics advisor to two foreign governments (Canada and the Republic of Singapore)

Internationally published, my work has appeared in a wide-array of trade and professional periodicals, including Security Management, Police, and Airpower Journal.

Education includes a BA (summa cum laude) in Criminal Justice from Rowan University and a Masters of Public Administration (MPA) from Troy State University.

I am board certified in security management and hold the Certified Protection Professional (CPP) credential under the auspices of the American Society for Industrial Security (ASIS, International)

Additionally, I maintain the credential of Certified Healthcare Protection Administrator (CHPA) under the auspices of the International Foundation for Healthcare Security and Safety (IAHSS).

Finally, I am the author of Udemy's free course, How to Succeed in your Security Career, which is currently nearing 1,500 global students.

Ready to start learning?
Take This Course