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 Self-guided Risk Assessment Questionnaire at the link below. Participation is completely anonymous, and you can complete the online 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. 

Complete Questionnaire Now

Download and review the Outpatient Self-guided Risk Assessment Tips for Best Practice document.

Download Tips for Best Practice Now

 

Download and utilize the Self-guided Risk Assessment: Medical Record Review Template for conducting your own medical record audit:

Download Template Now

STEP 1: Online Questionnaire

The first step is to complete the Self-guided Risk Assessment Questionnaire at the link below. Participation is completely anonymous, and you can complete the online 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. 

Complete Questionnaire Now

STEP 2: Review Tips for Best Practices

Download and review the Outpatient Self-guided Risk Assessment Tips for Best Practice document.

Download Tips for Best Practice Now

 

STEP 3: Medical Record Review

Download and utilize the Self-guided Risk Assessment: Medical Record Review Template for conducting your own medical record audit:

Download Template Now

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.