Performance Review Templates

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Healthcare Provider

Performance Review Examples in 2024

You’re a busy manager running your business, and researching the best performance review questions you can use to grow your team is time-consuming. So, we took the liberty of doing this legwork for you.

These example templates can help you create a better review experience by asking the right questions for each role.

We've curated the best questions by researching industry standard practices, pulling examples from our most successful teams, and by incorporating other other subjective parameters that we think would contribute best to growth. We hope this will help you save time in your own performance management process.

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Healthcare Provider

Performance Review Examples

A Healthcare Provider is an organization or facility that offers medical services, healthcare solutions, and treatment to patients. They may include hospitals, clinics, medical practices, or other healthcare institutions that aim to improve the well-being and health of their patients.
Registered Nurse (RN)
Medical Receptionist
Medical Office Manager
Medical Imaging Technologist
Medical Laboratory Technologist
Pharmacist
Physician
Physical Therapist
Occupational Therapist
Front Office Staff

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Healthcare Provider

Registered Nurse (RN)

Job Description:
Provide direct patient care, including assessments, medication administration, and treatment. Collaborate with healthcare teams to develop care plans and ensure patients' well-being. Educate patients and their families on health management and provide emotional support during challenging times.
Performance Areas:
Patient Assessment and Care Planning
  1. How effectively does the Registered Nurse conduct patient assessments and develop care plans?
  2. Does the nurse prioritize patients' immediate needs and health concerns?
  3. How does the nurse collaborate with other healthcare professionals for comprehensive care?
Medication Administration and Management
  1. How well does the Registered Nurse administer medications and monitor patients' responses?
  2. Does the nurse follow proper medication dosage and safety protocols?
  3. How does the nurse educate patients about their medications and potential side effects?
Medical Equipment and Technology
  1. How effectively does the Registered Nurse use medical equipment and technology for patient care?
  2. Does the nurse operate medical devices and monitoring systems accurately?
  3. How does the nurse troubleshoot and report equipment malfunctions?
Patient Education and Support
  1. How well does the Registered Nurse educate patients about their health conditions and treatment plans?
  2. Does the nurse provide emotional support to patients and their families?
  3. How does the nurse promote self-care and health management in patients?
Infection Control and Safety Protocols
  1. How effectively does the Registered Nurse follow infection control measures and safety protocols?
  2. Does the nurse adhere to hand hygiene and personal protective equipment guidelines?
  3. How does the nurse ensure a safe and clean patient care environment?
Emergency Response and Critical Care
  1. How well does the Registered Nurse respond to medical emergencies and critical situations?
  2. Does the nurse provide life-saving interventions and CPR when necessary?
  3. How does the nurse assist in stabilizing patients in critical conditions?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
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Healthcare Provider

Medical Receptionist

Job Description:
Welcome and assist patients, schedule appointments, and manage patient inquiries. Maintain patient records and handle administrative tasks. Coordinate patient flow and ensure a positive patient experience. Collaborate with healthcare teams to support efficient clinic operations.
Performance Areas:
Patient Check-In and Registration
  1. How effectively does the Medical Receptionist handle patient check-in and registration?
  2. Does the receptionist verify patient information and insurance details accurately?
  3. How does the receptionist ensure a smooth and efficient check-in process?
Appointment Scheduling and Reminders
  1. How well does the Medical Receptionist manage patient appointments and scheduling?
  2. Does the receptionist coordinate with healthcare providers to optimize appointment availability?
  3. How does the receptionist provide appointment reminders to patients?
Phone and Front Desk Communication
  1. How effectively does the Medical Receptionist manage phone calls and inquiries from patients and caregivers?
  2. Does the receptionist address patient questions and concerns promptly?
  3. How does the receptionist maintain a professional and courteous front desk communication?
Patient Records and Documentation
  1. How well does the Medical Receptionist handle patient records and documentation?
  2. Does the receptionist maintain accurate and organized medical records?
  3. How does the receptionist protect patient privacy and confidentiality?
Waiting Room Management
  1. How effectively does the Medical Receptionist manage patient flow and waiting room activities?
  2. Does the receptionist ensure a comfortable and orderly waiting area for patients?
  3. How does the receptionist minimize patient wait times and optimize appointment schedules?
Insurance Verification and Billing Support
  1. How well does the Medical Receptionist assist in verifying patients' insurance coverage and benefits?
  2. Does the receptionist provide support with insurance-related inquiries?
  3. How does the receptionist assist with billing processes and payment arrangements?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Healthcare Provider

Medical Office Manager

Job Description:
Oversee the administrative operations of a medical office, including staff management, scheduling, and budgeting. Ensure compliance with healthcare regulations and handle office logistics. Collaborate with healthcare providers to optimize patient care and streamline office processes.
Performance Areas:
Staff Supervision and Leadership
  1. How effectively does the Medical Office Manager lead and supervise office staff?
  2. Does the manager provide guidance and support to team members?
  3. How does the manager promote a positive and productive work environment?
Financial Management and Billing
  1. How well does the Medical Office Manager handle financial administration and billing processes?
  2. Does the manager ensure accurate coding and claims submission?
  3. How does the manager monitor revenue and expenses to optimize financial performance?
Patient Satisfaction and Experience
  1. How effectively does the Medical Office Manager focus on patient satisfaction and experience?
  2. Does the manager address patient feedback and concerns?
  3. How does the manager enhance the overall patient journey in the office?
Office Policies and Compliance
  1. How well does the Medical Office Manager establish and enforce office policies and procedures?
  2. Does the manager ensure compliance with healthcare regulations and standards?
  3. How does the manager maintain patient confidentiality and data security?
Office Workflow and Efficiency
  1. How effectively does the Medical Office Manager optimize office workflow and efficiency?
  2. Does the manager implement strategies to reduce wait times and improve patient flow?
  3. How does the manager coordinate with healthcare providers to streamline operations?
Human Resources and Recruitment
  1. How well does the Medical Office Manager handle human resources tasks, such as recruitment and onboarding?
  2. Does the manager conduct performance evaluations and training sessions?
  3. How does the manager promote staff development and career growth?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Healthcare Provider

Medical Imaging Technologist

Job Description:
Operate medical imaging equipment to capture images for diagnostic purposes. Prepare patients for imaging procedures and ensure image quality and accuracy. Collaborate with radiologists and physicians to interpret and communicate imaging results. Maintain patient records and equipment safety.
Performance Areas:
Diagnostic Imaging Procedure Execution
  1. How effectively does the Medical Imaging Technologist perform diagnostic imaging procedures?
  2. Does the technologist follow imaging protocols and positioning techniques?
  3. How does the technologist ensure patient comfort and safety during imaging?
Medical Equipment Operation and Maintenance
  1. How well does the Medical Imaging Technologist operate and maintain medical imaging equipment?
  2. Does the technologist troubleshoot technical issues and errors?
  3. How does the technologist ensure equipment calibration and image quality?
Patient Preparation and Education
  1. How effectively does the Medical Imaging Technologist prepare patients for imaging procedures?
  2. Does the technologist provide instructions and answer patient questions?
  3. How does the technologist address patients' concerns and anxieties?
Image Quality and Diagnostic Accuracy
  1. How well does the Medical Imaging Technologist produce high-quality diagnostic images?
  2. Does the technologist optimize imaging parameters for accurate diagnosis?
  3. How does the technologist assist radiologists in image interpretation?
Radiation Safety and Protection
  1. How effectively does the Medical Imaging Technologist adhere to radiation safety guidelines?
  2. Does the technologist use appropriate shielding and protective measures?
  3. How does the technologist minimize radiation exposure to patients and staff?
Image Archiving and Reporting
  1. How well does the Medical Imaging Technologist manage and archive imaging data?
  2. Does the technologist ensure timely and secure image storage?
  3. How does the technologist prepare imaging reports for healthcare teams?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Healthcare Provider

Medical Laboratory Technologist

Job Description:
Conduct medical laboratory tests, analyze results, and provide accurate data to support patient diagnoses and treatment plans. Operate and maintain laboratory equipment. Collaborate with medical professionals to ensure efficient and reliable laboratory services.
Performance Areas:
Laboratory Testing and Analysis
  1. How effectively does the Medical Laboratory Technologist perform laboratory tests and analyses?
  2. Does the technologist follow standard operating procedures and quality control measures?
  3. How does the technologist ensure accuracy and precision in test results?
Sample Collection and Handling
  1. How well does the Medical Laboratory Technologist collect and handle patient samples?
  2. Does the technologist maintain proper labeling and identification of specimens?
  3. How does the technologist ensure the integrity and preservation of samples?
Medical Instrument and Equipment Maintenance
  1. How effectively does the Medical Laboratory Technologist maintain and calibrate laboratory instruments and equipment?
  2. Does the technologist troubleshoot and address equipment malfunctions?
  3. How does the technologist ensure the functionality of laboratory devices?
Data Recording and Documentation
  1. How well does the Medical Laboratory Technologist document and record test results and analyses?
  2. Does the technologist maintain accurate and organized laboratory records?
  3. How does the technologist report critical or abnormal findings to healthcare teams?
Quality Assurance and Compliance
  1. How effectively does the Medical Laboratory Technologist participate in quality assurance and compliance activities?
  2. Does the technologist adhere to laboratory safety protocols and regulations?
  3. How does the technologist contribute to accreditation and certification processes?
Laboratory Inventory and Supplies Management
  1. How well does the Medical Laboratory Technologist manage laboratory inventory and supplies?
  2. Does the technologist ensure an adequate stock of reagents and consumables?
  3. How does the technologist track and order supplies for seamless operations?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Healthcare Provider

Pharmacist

Job Description:
Dispense medications, review prescriptions for accuracy and safety, and provide medication counseling to patients. Collaborate with physicians and healthcare teams to optimize medication therapy and patient outcomes. Monitor for drug interactions and potential side effects.
Performance Areas:
Medication Dispensing and Accuracy
  1. How effectively does the Pharmacist dispense medications and verify prescription accuracy?
  2. Does the pharmacist follow dosage instructions and drug interactions?
  3. How does the pharmacist ensure patient safety in medication dispensing?
Medication Counseling and Patient Education
  1. How well does the Pharmacist provide medication counseling and patient education?
  2. Does the pharmacist explain medication instructions and potential side effects?
  3. How does the pharmacist address patient questions and concerns about their medications?
Medication Management and Therapy Review
  1. How effectively does the Pharmacist review patients' medication therapy?
  2. Does the pharmacist identify potential drug interactions and adverse reactions?
  3. How does the pharmacist optimize medication regimens for patient well-being?
Pharmacy Inventory and Drug Storage
  1. How well does the Pharmacist manage pharmacy inventory and drug storage?
  2. Does the pharmacist ensure proper medication storage conditions?
  3. How does the pharmacist maintain an adequate supply of medications?
Medication Therapy Monitoring and Adherence
  1. How effectively does the Pharmacist monitor patients' medication therapy outcomes?
  2. Does the pharmacist assess patients' adherence to prescribed medications?
  3. How does the pharmacist collaborate with healthcare teams for patient management?
Medication Compounding and Specialized Formulations
  1. How well does the Pharmacist perform medication compounding and specialized formulations?
  2. Does the pharmacist prepare customized medications as needed?
  3. How does the pharmacist follow sterile compounding procedures?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Healthcare Provider

Physician

Job Description:
Diagnose and treat patients' medical conditions, illnesses, and injuries. Prescribe medications and therapies as appropriate. Educate patients on preventive health measures and guide them through treatment plans. Stay informed of medical advancements and adhere to ethical standards in patient care.
Performance Areas:
Medical Diagnosis and Treatment
  1. How effectively does the Physician diagnose medical conditions and illnesses?
  2. Does the physician use comprehensive medical history and physical examination?
  3. How does the physician develop and implement treatment plans?
Patient Care and Medical Management
  1. How well does the Physician manage patients' medical care and progress?
  2. Does the physician ensure appropriate follow-up and monitoring?
  3. How does the physician address patients' concerns and questions?
Clinical Decision-Making and Treatment Options
  1. How effectively does the Physician make clinical decisions regarding patient care?
  2. Does the physician consider evidence-based treatment options?
  3. How does the physician discuss treatment choices with patients?
Collaboration with Healthcare Teams
  1. How well does the Physician collaborate with other medical specialists and healthcare providers?
  2. Does the physician participate in multidisciplinary patient care discussions?
  3. How does the physician coordinate care for complex medical cases?
Medical Ethics and Informed Consent
  1. How effectively does the Physician engage in ethical decision-making for patient care?
  2. Does the physician respect patients' autonomy and informed consent?
  3. How does the physician prioritize patient welfare and well-being?
Continuous Medical Education
  1. How well does the Physician pursue continuous medical education and professional development?
  2. Does the physician attend medical conferences and workshops?
  3. How does the physician stay updated on the latest medical advancements?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Healthcare Provider

Physical Therapist

Job Description:
Evaluate patients' physical conditions, develop personalized treatment plans, and provide therapeutic interventions to promote mobility and function. Educate patients on exercises and self-management techniques. Collaborate with healthcare professionals for comprehensive care.
Performance Areas:
Patient Evaluation and Assessment
  1. How effectively does the Physical Therapist conduct patient evaluations and assessments?
  2. Does the therapist analyze patients' functional limitations and mobility challenges?
  3. How does the therapist use evaluation findings to develop individualized treatment plans?
Rehabilitative Treatment and Intervention
  1. How well does the Physical Therapist provide rehabilitative interventions and therapies?
  2. Does the therapist use evidence-based techniques and exercises?
  3. How does the therapist monitor patients' progress during treatment?
Patient Education and Home Exercise Programs
  1. How effectively does the Physical Therapist educate patients on their conditions and treatment goals?
  2. Does the therapist provide instruction on home exercise programs?
  3. How does the therapist promote patient compliance with therapeutic activities?
Assistive Devices and Adaptive Equipment
  1. How well does the Physical Therapist recommend and utilize assistive devices and adaptive equipment?
  2. Does the therapist ensure proper fit and use of assistive tools?
  3. How does the therapist enhance patients' independence through adaptive equipment?
Pain Management and Modalities
  1. How effectively does the Physical Therapist manage patients' pain through therapeutic modalities?
  2. Does the therapist use heat, cold, and electrical stimulation as appropriate?
  3. How does the therapist address pain and discomfort during therapy sessions?
Functional Training and Restoration
  1. How well does the Physical Therapist focus on functional training and restoration of daily activities?
  2. Does the therapist address patients' specific mobility goals?
  3. How does the therapist simulate real-life movements in therapy?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Healthcare Provider

Occupational Therapist

Job Description:
Assess patients' functional abilities and develop individualized treatment plans to improve their daily living skills. Provide therapy to enhance patients' independence and participation in daily activities. Collaborate with healthcare teams to support patients' overall well-being.
Performance Areas:
Occupational Assessment and Evaluation
  1. How effectively does the Occupational Therapist assess patients' functional abilities and daily living skills?
  2. Does the therapist identify challenges in performing daily activities?
  3. How does the therapist tailor interventions based on assessment findings?
Activity Modification and Adaptation
  1. How well does the Occupational Therapist modify and adapt activities for patients?
  2. Does the therapist ensure a safe and supportive environment for therapeutic activities?
  3. How does the therapist empower patients to achieve meaningful goals?
Assistive Devices and Adaptive Strategies
  1. How effectively does the Occupational Therapist recommend and use assistive devices and adaptive strategies?
  2. Does the therapist train patients in using adaptive tools?
  3. How does the therapist promote independence through assistive devices?
Home and Workplace Environment Evaluation
  1. How well does the Occupational Therapist assess home and workplace environments for safety and accessibility?
  2. Does the therapist recommend modifications for optimal function?
  3. How does the therapist collaborate with patients' caregivers and employers?
Sensory Integration and Motor Skills Training
  1. How effectively does the Occupational Therapist address sensory integration challenges?
  2. Does the therapist facilitate motor skills development in patients?
  3. How does the therapist promote fine and gross motor coordination?
Cognitive Rehabilitation and Memory Training
  1. How well does the Occupational Therapist provide cognitive rehabilitation and memory training?
  2. Does the therapist address memory deficits and cognitive impairments?
  3. How does the therapist improve patients' cognitive functioning and problem-solving skills?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Healthcare Provider

Front Office Staff

Job Description:
Greet and assist patients, schedule appointments, and manage patient records. Coordinate patient flow and ensure smooth front-office operations. Verify insurance information and handle billing inquiries. Provide exceptional customer service and address patient needs and concerns.
Performance Areas:
Patient Check-In and Registration
  1. How effectively does the Front Office Staff handle patient check-in and registration?
  2. Does the staff verify patient information and insurance details accurately?
  3. How does the staff ensure a welcoming and comfortable environment for patients?
Appointment Scheduling and Management
  1. How well does the Front Office Staff manage patient appointments and schedules?
  2. Does the staff accommodate urgent and routine appointment requests?
  3. How does the staff coordinate with healthcare providers to optimize appointment availability?
Phone and Email Communication
  1. How effectively does the Front Office Staff manage phone calls and emails from patients and caregivers?
  2. Does the staff address patient inquiries and concerns promptly?
  3. How does the staff ensure clear and professional communication?
Patient Records and Documentation
  1. How well does the Front Office Staff handle patient records and documentation?
  2. Does the staff maintain accurate and organized medical records?
  3. How does the staff protect patient privacy and confidentiality?
Insurance Verification and Billing Support
  1. How effectively does the Front Office Staff verify patients' insurance coverage and benefits?
  2. Does the staff assist patients with insurance-related inquiries?
  3. How does the staff support billing processes and payment arrangements?
Patient Flow and Waiting Room Management
  1. How well does the Front Office Staff manage patient flow in the waiting room?
  2. Does the staff minimize patient wait times and optimize appointment schedules?
  3. How does the staff ensure a comfortable and orderly waiting area for patients?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
We know that choosing the right performance review questions can be daunting. These are the best options we found during our research, and we hope they're helpful for your team.

If you think there's an excellent addition that should be made, drop an email to our team at hello@workstory.team. Until then, happy growing!

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