Phase 4 Clinical planning

6-12 months prior to first cases

During this phase of the project, policies and procedures should be generated to outline how the surgery center will operate on a day-to-day basis. There is no need to write these yourself - leverage a consultant to obtain standard manuals and work with your clinical team to adapt them to your center. Policies and procedures ensure your facility complies with all relevant regulations and can provide a high level of patient care while operating efficiently. A staff training plan will need to be developed for educating future hires on this content.

Key considerations

Life safety plan: a key component of the center’s policies and procedures and ensures adequate preparedness for emergencies by establishing a coordinated response to potential disasters, increasing patient safety.

Pharmacy plan: a framework that outlines how medications will be procured, stored, distributed and disposed of to ensure safe and compliant administration of medications.

Milestones:

  • Policies and procedures completed 
  • Transfer agreement finalized
  • HR and staffing plan developed 
  • Vendor selected for general clinical supplies 
  • Maintenance group or full-time employee hired  
  • Operating budget created
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Milestone videos Hear from experts on the critical milestones in Phase 4.

Policies and procedures

Human resources plan

Hiring personnel

Maintenance group and supplies


Building the team

An HR plan outlining the organizational structure, staffing needs, recruitment strategies and employee policies will need to be built. Approaches to staffing will vary depending on established partnerships and affiliations.

Selecting partners

A vendor for general clinical supplies should be selected as well as a maintenance group for the facility itself. These partners ensure operations run smoothly day-to-day with limited downtime.

Financial planning

Once staffing projections are complete, a more accurate operating budget can be built outlining expected revenues and expenses and projected profitability of the center.


Next phase of the new build process: Building completion

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Phase 5: Building completion

With construction now complete, the building will be inspected to ensure the structure meets all necessary safety, health and building code standards.

Phase 3: Operational planning

Full speed ahead as interior and exterior finishes are selected and building permits are secured from the city.