Surrey-North Delta Division of Family Practice

Practice Management Tools & Resources

Practice Management Excellence

Practice Management Excellence 

Running a healthcare practice today means juggling patient care, operations, regulatory demands, and a never-ending stream of digital tools. With a dynamic evolving digital healthcare landscape, it seems impossible to keep up. We're here to make that easier. 
Our mission is simple, help clinics, physicians, and healthcare teams operate with clarity, efficiency, and confidence, so you can focus on what truly matters, patient care.
 

Why Practice Management Matters 

A well-run practice isn't just organized, it's resilient, scalable, patient-centered, and financially healthy. Effective practice management helps you:

  • Improve clinic workflows and reduce administrative burnout
  • Strengthen patient experience and continuity of care
  • Enhance accuracy and compliance with healthcare regulations
  • Optimize the use if EMR's and digital health tools
  • Increase staff satisfaction, retention and team cohesion
  • Unlock efficiencies that translate into real cost savings and better outcomes. 
How We Support: 

We support clinics, teams, and physicians through a range of tailored services, including: 

  1. Care Connect
  2. Pharmanet
  3. Pathways
  4. Referral Tracker (Pathways and EMR Plugin)
  5. Digital Enablement
  6. Division Events & Workshops 
Who We Work With:

We collaborate with healthcare networks, community organizations and emerging technology digital health initiatives. Whether you are building a new clinic, modernizing an existing one, diving into advance tools, we're ready to support your journey. 

Let's Build Something Better Together

Have questions? Ready to get started? We'd love to hear from you.

Contact: divishani.bangaar@snddivision.ca
Meeting:  

 

LIBRARY:
Practice Management Tools 

Office Tools:

 

Pathways 

 

Pathways Referral Tracker 

UpToDate 

Race App+

Health Data Coalition (HDC)

Practice Support Program (PSP)

Open Evidence 

Privacy and Security 
Pathways Community Services Directory
Digital Referrals and Orders 

 

Pathways Physician Wellness Hub 
Doctors of BC - Physician Health Program 

Office Process: 

 

Medical Office Assistant Network 

(Resources for Staff and Office Managers) 

 

Privacy Toolkit for Managers/ Privacy Lead 
Privacy Course (Interior Health) 
 
Medical Device Reprocessing Toolkit

 

  

 

 

  
   
Provincial Language Services (Including interpreting and translation)

 

  
Health Professions & Occupations Act 
HPOA Act (Infographic) 
 
 
  

 

 

 

Business Resources
 
Billing:
Payment Schedule and Explanatory Codes 

 

RESOURCES & VIDEOS 

Doctors of BC (DOBC) - LFP Billing 

Introduction to LFP Billing Module

 

BC Family Doctors 
Uninsured Service Package (BC Family Doctors - login required)
Family Practice Services Committee (FPSC)
Billing Tips Video Series
Family Practice Services Committee (FPSC)
Grants
Insurance Corporation of British Columbia (ICBC) 
LFP Billing Submission 
Family Practice Services Committee (FPSC) - Mentoring BC

Mentorship Program (2026) 

 

Long Term Care - End of Life Billing Tips 

EOL - LFP Billing 

 

Doctors of BC (DOBC) 
Pregnancy and Newborn LFP Billing
Medical Services Commission (MSC) - LFP
LFP Billing (Sep 1, 2026) 
Gov. BC - Billing Best Practice 
Billing Integrity Audits 
Locum Billing Course (LFP)
LFP Locum Billing 
Medical Services Commission (MSP) - MOA's 
Medical Office Assistant - Billing Guide 
Privacy Officer Billing (LFP) 
Clinical Tasks (Privacy Officer Responsibilities) 
Fee-For-Service Billing (FFS) 
 
New To Practice Billing (Contract)
 
  

Business Considerations:

 

SWITCH BC
Safety and Wellbeing in a Medical Clinic 
Doctors of BC Workplace Safety 
Workplace Safety in your Medical Clinic
BC Family Doctors 
Transition into Practice 
Doctors of BC (DOBC)
Business Pathways
Doctors of BC (DOBC)
Contingency Plan
Doctors of BC (DOBC) 
Business Planning Toolkit 
Doctors of BC (DOBC)
Privacy and Security in your Medical Clinic 
Doctors of BC (DOBC) 
Human Resource For Clinic Management 
Civility, Conflict and Culture
Building Teams that work. 
Mentorship Program (FPSC) 

https://fpscbc.ca/what-we-do/clinical-supports/fpsc-provincial-mentorship-program

 

Virtual Care (CPSBC) 
CPSBC Practice Standard in Virtual Care
FPSC Grants Web Page
 
Doctors of BC (DOBC) 
Grants and Funding 
Health Professions & Occupations Act

HPOA Act 

 

  

Privacy and Security: 

 

Canadian Medical Protective Association (CMPA) 

Privacy Course 

 

 

Doctors of BC (DOBC) - OIPC 

Office of the Privacy Commission - Guidelines for Private Practice 

 

 

Doctors of BC ( DOBC) - Medical Office Assistants 

Privacy Course - Sign Up Here

 

  
Clinic Safety - Phishing 
What is Phishing?
OIPC - Identity Theft Guidance 

What to do if you have your identity is stolen. 

STEPS

Steps to Follow

 

Privacy Pulse

A series of privacy tips and tricks to build your own in house Privacy Management Program. 


PPN Transition Information 
DoBC Steps to Transition your PPN 
Contact: psp@doctorsofbc.ca
Sign up at: ppnupdates@phsa.ca

PPN Video - https://www.youtube.com/watch?v=usuPsiF7cVg

 


Starting your Own Practice: 

 

FPSC - Mentorship Program 

Establishing your own independent medical practice is a significant milestone, but you don't have to navigate it alone.
From operational logistics to practice management. Get the foundational support, business insights, and peer-to-peer mentorship required to build a thriving practice. The FPSC program connects aspiring clinic owners with seasoned healthcare leaders. Align your clinical vision with structural success. 

đź”— [Apply here to match with a Mentor.]

 

Doctors of BC (DOBC) 

Human Resources 

 

  
Doctors of BC (DOBC) 

Grants & Funding 

 

  
  
  

Closing your Current Practice:

 

Leaving Practice Standards (CPSBC)

https://www.cpsbc.ca/licensees/standards-guidelines

Online course: https://www.cpsbc.ca/licensees/cpd/ps-leaving-practice

 

Closing Practice Checklist 

https://www.doctorsofbc.ca/advice-support/business-support/closing-your-practice

 

Ending the Patient Relationship 

chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.cpsbc.ca/files/pdf/CPSBC-PS-Ending-the-Patient-Relationship…

 

Critical Record Inventory 

chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.doctorsofbc.ca/sites/default/files/bp_criticalrecordsinvent…

 

Med Records 

https://www.doctorsofbc.ca/advice-support/business-support/closing-your-practice/medrecords

 

  
  
  
  

New to British Columbia (BC) 

 

New to BC - Welcome to BC Guide 
Personal Learning Plans PLP (UBC) - Physicians New To BC 
Thrive in BC (DOBC)
DOBC - New To Practice  (REGISTER HERE) 

 

 

 

 

 

Technology Resources

 

AI Tools - Healthcare 

 

Founded by a Canadian physician, AutoScribe is an AI-driven ambient clinical scribe that automates medical documentation. By transcribing patient-clinician conversations in real-time through hands-free speech recognition and natural language processing, it allows providers to focus on care rather than charting.

Headquartered in San Francisco, DeepScribe is an enterprise-grade ambient AI medical scribe designed to automate complex clinical documentation. By capturing natural patient-physician conversations and utilizing a massive clinical dataset, it generates highly accurate, specialty-specific notes that integrate directly into major EHR systems like Epic and Athenahealth.

Headquartered in Vancouver, Empathia AI is a comprehensive clinical copilot designed for the Canadian healthcare landscape. It goes beyond simple transcription by automating the entire workflow—including pre-visit chart prep, real-time ambient documentation, and post-visit billing suggestions. Built with clinician input, it offers seamless integration with Canadian EMRs and full compliance with PHIPA and PIPEDA standards

Headquartered in San Francisco, Freed is a clinician-inspired ambient AI assistant built to eliminate after-hours charting. It utilizes advanced speech recognition to capture natural patient encounters and generates structured SOAP notes in under a minute. Designed for rapid deployment, Freed offers a high-fidelity 'EHR push' feature that allows practitioners to transfer documentation into any web-based medical record system with a single click

Founded by an Australian clinician, Heidi is a highly customizable AI care partner that automates medical documentation across more than 200 specialties. It uses ambient listening to generate structured clinical notes, referral letters, and patient summaries, with a focus on adapting to each provider's unique voice. Fully compliant with PIPEDA and PHIPA, Heidi also offers localized data residency in Canada to meet provincial healthcare standards

Based in San Francisco, Lindy is an AI automation platform that offers a specialized, medical-grade scribe for clinical documentation. It captures ambient conversations and transforms them into structured notes, but differentiates itself by handling the entire post-visit workflow, including drafting referral letters, managing follow-up emails, and syncing tasks with your calendar. Lindy is designed to act as an end-to-end clinical assistant that integrates natively with major EHR systems while maintaining HIPAA and PIPEDA compliance

 

 

 

Headquartered in Melbourne, Lyrebird Health is a clinician-focused ambient AI scribe that automates the generation of clinical notes and medical documents. By securely listening to patient consultations in real-time, it produces structured documentation tailored to a practitioner's unique voice. It is known for its deep EMR integration, allowing for one-click transfers of notes, referral letters, and medical certificates directly into a patient’s file

Headquartered in Paris and Boston, Nabla is an enterprise-grade ambient AI assistant that uses proprietary large language models to automate clinical documentation. Developed by former Meta AI researchers, it generates structured medical notes in under 20 seconds with high accuracy. Nabla is designed for scalability across large health systems, offering deep integration with major EHRs like Epic and athenahealth, while strictly adhering to HIPAA, GDPR, and PIPEDA standards with a privacy-first, stateless data policy

Scribeberry

Headquartered in Toronto, Scribeberry is a physician-founded AI documentation platform designed for Canadian primary and specialty care. It utilizes ambient listening to capture patient-clinician dialogue and generate structured notes, referral letters, and patient handouts in over 40 languages, including French. Fully PIPEDA and HIPAA compliant, it offers deep, one-click integration with major Canadian EMRs like Accuro, Oscar Pro, and TELUS PS Suite through a specialized Chrome extension and desktop app

Based in Michigan, Simplify AI is an advanced clinical documentation platform that uses ambient listening to generate medical notes in seconds. It is specifically engineered to handle a wide range of clinical outputs—including Procedure, Operative, Radiographic, and Office Visit notes—making it highly versatile across medical specialties. Simplify provides a flexible, secure environment for clinicians to capture patient encounters via live listening or dictation, with easy export options to major EHR systems through dedicated plugins and a browser-based dashboard

Founded in 2017 by former Google and Motorola executive Punit Soni, Suki is a comprehensive AI clinical assistant that combines ambient documentation with a powerful voice-command interface. It is specifically built for deep, bi-directional integration with major enterprise EHRs like Epic, Oracle Cerner, and MEDITECH, allowing clinicians to use voice prompts to pull vitals or stage prescriptions during a visit. Suki is HIPAA and SOC 2 Type II certified and has recently expanded into the Canadian market with localized support and data residency options

Headquartered in Toronto, Tali AI is a comprehensive clinical assistant designed to address physician burnout in the Canadian and U.S. healthcare systems. It uniquely combines ambient scribing—which captures natural patient encounters—with a high-fidelity medical dictation engine and a built-in search tool for evidence-based clinical answers. Tali is built for deep integration with major Canadian EMRs like Accuro, TELUS PS Suite, and Oscar Pro, ensuring full compliance with PHIPA and PIPEDA standards while providing localized data residency.

WELL Health AI is an enterprise-grade clinical ecosystem designed to modernize Canadian healthcare through its flagship ambient scribe, Nexus AI. By leveraging the physician-led technology of AutoScribe, it automates medical documentation and EMR navigation within a secure, PIPEDA-compliant framework. As a key part of the WELL Health network, it offers unmatched native integration with major Canadian EMRs, providing clinicians with a seamless transition from patient conversation to a completed, structured chart note

Headquartered in Boston, Zirr AI is an advanced ambient medical scribe and Clinical Decision Support System (CDSS) founded by a multidisciplinary clinician. It utilizes secure voice recognition and natural language processing to generate structured, chart-ready SOAP notes in real-time. By integrating clinical documentation with live diagnostic and treatment recommendations, Zirr AI aims to reduce cognitive load and enhance the quality of care within standard EHR workflows.

 
   
Translation Services 
Digital Referrals & Orders (DTO) 
Cortico - Plug in 
Send Results, Message Patients & Book Follow upsModern Medical Clinic 

 

 

EMR Resources

Getting Started on your EMR

Optimize your EMR 

EMR Panel Clean up 

Ongoing Panel Updates


 

Oscar/
Oscar Pro/
Juno

 

Introduction 


Oscar Pro

Introductions to Oscar Pro 

Workflow (FPSC)  - https://youtu.be/Lbq3fpMpwEc?si=wFaOcCRnUlZIZqT8

Oscar Pro - Inbox Triage 

Oscar Pro - Learning Centre (Learn Oscar Pro - Video

Oscar Pro - Learning HUB 


Juno

 

 

 

 

Med Access
Basic:

FPSC - Workflow 1 - Before the Patient's Visit 

FPSC - Workflow 2 - Reviewing a Patient Summary 

FPSC - Workflow 4 - Ending a Patient Visit 


Advance Topics:

DTO - EMR Skills Building (23 Videos)

  • Task, Recalls & CDM Workflows: Report Building 
  • Task, Recalls & CDM Workflows: Report Batching
  • Task, Recalls & CDM Workflows: CDS Triggers
  • Workflow Efficiency: Outcomes Dashboard 
  • Workflow Efficiency: Preferences, Filters & Templates
  • Workflow Efficiency: Filtered Lists
  • Workflow Efficiency: Dashboard Settings, Visit Templates
  • Workflow Efficiency: Template Favorites
  • Workflow Efficiency: Template Macros
  • Workflow Efficiency: Text Expander
  • Workflow Efficiency: AI Scribe
  • Workflow Efficiency: Observation & Task Templates 
  • Workflow Efficiency: Billing Tips & Tricks Dashboards
  • Workflow Efficiency: Billing Tips & Tricks LFP Duplicate Claim Billing 
  • Workflow Efficiency: Billing Tips and Tricks Facility Codes 
  • Workflow Efficiency: Billing Tips & Tricks Billing Templates 
  • Workflow Efficiency: Billing Tips & Tricks Create a missing Time code view
  • Workflow Efficiency: Billing Tips & Tricks Bulk Billing 
  • Privacy and Security: Auditing 
  • Privacy and Security: Patient Consent 
  • Privacy and Security: Password Management 
  • Privacy and Security: Roles and Permissions. 

Billing 

DOBC - Billing Tips and Tricks - Dashboards 

DOBC - Billing Tips & Tricks - Duplicate Claim Billing 

DOBC - Billing Tips & Tricks - Facility Codes 


DOBC - Sign up for EMR Skill Building Workshops 

CHR

Collaborative Health - Introduction

CHR - How to find a Facesheet

CHR - Tali(AI Scribe) 

CHR - TELUS AI Agent (Demo) Creekside Health. 

 

Accuro

AI Scribe - https://youtu.be/j62DnznVIuo?si=9quBK6059P90R6JW

Tali ( AI Scribe) 

PAS - Panel Submission - How to Guide

Submission Video 

Billing Reconciliation - https://youtu.be/dtmWkvzUF1Y?si=fTkqowTvSPxYVE4v

Myle 

Introduction to Myle EMR

https://youtu.be/FvI6rhsF14c?si=XQve3e5IutolKZMy

Tele-med Training

Charting

Optimizing E-Fax

 

Plexia 
 
Profile 

https://www.youtube.com/playlist?list=PLg3FvFQU-i5Sy_kOwxMDA3tBh3vEwOR_Y\

 

FPSC - Workflow 1 - Before the Patient Visit 

FPSC - Workflow 2 - Reviewing a Patient Summary 

FPSC - Workflow 3 - Documenting a Patient Visit 

FPSC - Workflow 4 - Ending a Patient Visit 

DOBC - Skill Building Session - Intervention List 

DOBC - Creating Interventions (Recall) 

DOBC - Actions from Interventions.

DOBC - Simple and Complex Care Plans

DOBC - Billing Tips & Tricks and Tool Bar Customization

 

Arya 

Welcome to Arya (Demo Video

Arya - AI Co Pilot 

 

 

  
  

 

 

Resources: 

Workflow Automation - https://plugin.cortico.health/ 
Free Cortico Plug In - https://cortico.health/features/oscar-enhancement-suite/

Doctors Technology Office Technology Support

EMR Support (DOBC)

Digital Referrals & Orders 

 

 

 

Other Resources 

 

Quick Support Line Numbers 

Contacts (Email/Phone)
Name Phone Email/Address 
Care Connect 
  
Prime/Pharmanet 
1-844-397-7463 
Medical Services Plan (MSP) 
(604) 456 6950 
MSP (Information by Fax)
(250) 356-9605 
MSP Coverage Information 
If the PHN is unknown, fax a request on a coverage research form to (250) 405-3592.) 
Translation Services (Surrey)
(604) 591 4011  
BCCDC
  • 655 West 12th Ave, Vancouver. BC

  • Phone: (604) 707-2400

 
Urgent Care Centre (UPCC) 

Surrey-Walley Urgent Care Centre

Phone - 604 572 2610 

Address - 9639 137th A Street, Unit G2.  


Fraser Health and Urgent Care Centre

Phone - 604 572 6961

Address - 6830 King George Blvd


Surrey - Newton Urgent and Primary Care Centre 

Phone - 604 572-2625

Address - 6830 King George Blvd

 

 
 
 
Website 

 

   
   
BUSINESS CORNER

 

September Events & Activities: 
Details
Date  
Description
 Location 
Sept 2, 2026 
DOBC - MOA Oscar EMR Skill Building Workshop 

Registration LINK

 

 

Sept 16, 2026
DOBC - MOA Med Access EMR Skill Building Workshop 

Registration LINK

 

Sept 16, 2026
New To Practice Physician Event - SND DoFP 

Contact vrusalee.palsule@snddivision.ca

 

Sept 22, 2026 
Business Talk SND (Forum) Surrey North Delta Division of Family Practice
September 23, 2026 
AI Scribe Workshop - Heidi Registration LINK
September 29, 2026
Doctors of BC - New to Practice - Workshop 1, Imposter SyndromeRegistration LINK

 

October Events & Activities 
Details
Date 
Description 
Location 
October 20, 2026
DOBC- New to Practice - Workshop 2, Relationships & Their Impacts  Registration LINK

 

November Events & Activities 
Details
Date 
Description 
Location 
November 18, 2026
AI Scribe Workshop - Heidi Registration LINK
November 18, 2026 
DOBC - Vancouver (Musqueam) Community- Based Experiential Learning Session Registration Link 
November 25, 2026 
DOBC - West Vancouver (Sḵwx̱wú7mesh Úxwumixw) Community-Based Experiential Learning SessionRegistration LINK