• Pathway to Practice Guide

There are a multitude of considerations when starting a new practice and opening a medical clinic. NBMS Practice Support is here to help you navigate this process with tips on creating an effective business plan, how to determine overhead costs, understanding financial ratios, and the benefits of incorporating your practice, as well as many other dos and don’ts related to this crucial part of opening an office.

• The Importance of Creating a Business Plan for a Medical Clinic in New Brunswick
• Top 10 Business Plan Mistakes
• Business Plan Template (download)
• Benefits of Incorporating a Medical Fee-for-Service Practice

A skilled and supportive team is crucial for ensuring your clinic operates efficiently and smoothly. Whether you need to recruit talented individuals, train new employees or manage and develop existing staff effectively, NBMS Practice Support is here to guide you.

Recruitment

From writing an appropriate job description and advertising a position, to interviewing candidates and preparing a job offer, these resources will help guide you through all stages of the recruitment process and help make sure you find the correct fit for your office.

• Overview
• Medical Office Assistant Job Description Template (download)
• Office Manager Job Description Template (download)
• Registered Nurse (RN) Job Description Template (download)
• Interview and Rating Template (download)
• Reference Verification Template
• Offer Letter Template (download)

Onboarding

Onboarding is an important consideration as it sets the foundation for new employees’ success and integration into the team. A thoughtful onboarding program ensures that staff understand clinic policies, workflows, and their specific roles, leading to improved efficiency and patient care. These resources can help ensure your onboarding process fosters a positive work environment by building confidence, aligning expectations, and reducing turnover, ultimately contributing to the clinic’s long-term success.

• Overview
• Onboarding Checklist Template (download)
• Employee File Checklist Template (download)
• How to Welcome a New Employee
• Policies, Guides, and Procedures
• Employee Handbook Template (download)
• Successful End of Probation Period Template (download)

Development

Continuous development and evaluation is key to an employee’s success and their ability to contribute to an effective team dynamic. Tips on managing probation periods, providing ongoing feedback, performance management and the importance of continuous education, learning and training can be found here.

• Overview
• Employee Confidentiality Agreement Template (download)
• Performance Improvement Plan Template (download)
• Progress Assessment Template (download)
• Employee Performance Review Template (download)

Offboarding

Offboarding an employee is an important process consisting of all the decisions and procedures to be considered when an employee leaves their employment. These steps lead to the formal separation between an employee and a company through resignation, termination, or retirement. NBMS Practice Support has compiled these resources to help answer any questions you may have about this process and ensure offboarding in your clinic goes smoothly.

• Overview
• Release and Severance Letter Template (download)
• Offboarding Process Flow Example
• Termination Check List Template (download)
• Exit Interview Template (download)
• Project Status Update Template (download)

Clinic operations are guided by comprehensive frameworks designed to minimize service disruptions and support consistent, high-quality patient care. Clear guidelines and standardization help clinic staff maintain best practices and ensure smooth day-to-day functioning. These guidelines are designed to be easily customized to fit the unique needs of your clinic.

• Clinic Guidance Document Template (download)
• New Patient Intake Form Template (download)
• Clinic Policy Posters Template (download)

Maximizing and refining the use of information technologies (IT) can make your clinic run more smoothly, securely, and efficiently. NBMS Practice Support has provided these references to assist you in adopting and/or enhancing your use of various IT tools, such as AI Scribe software, scheduling systems, and more.

Other IT Resources

• Password Managers
• Technical Specifications for Offices

The AI Scribe resource section is designed to help physicians and clinic staff explore and adopt AI-powered documentation tools. As this resource evolves, training materials and best practices will be added on an ongoing basis to help ensure AI Scribe solutions enhance clinical efficiency, accuracy, and patient care.

This initiative is part of NBMS’s commitment to digital health innovation, made possible through a generous $1M Health Care Unburdened Grant. This grant program is part of the Canadian Medical Association, MD Financial Management Inc. and Scotiabank’s long-standing, joint commitment to supporting physicians and the communities they serve across Canada. With this support, NBMS is helping to bring practical, time-saving technology into clinical settings across New Brunswick.

• AI Scribe Toolkit
• AI Scribe Disclaimer Poster
• AI Scribe Solutions Overview
• AI Scribe Pilot Program Information Session

The EMR Hub is a centralized platform dedicated to supporting physicians and staff in the effective use of electronic medical records. Currently, the Hub provides access to training documents and foundational resources. As we continue to enhance this platform, additional tools, updates, and best practices will be made available to further support clinical excellence and operational efficiency.

This initiative is part of NBMS’s commitment to digital health innovation, made possible through a generous $1M Health Care Unburdened Grant. This grant program is part of the Canadian Medical Association, MD Financial Management Inc. and Scotiabank’s long-standing, joint commitment to supporting physicians and the communities they serve across Canada. With this support, NBMS is helping to bring practical, time-saving technology into clinical settings across New Brunswick.

General Information

• EMR Solutions Overview
• Choosing an EMR
• Why should I get a provincially certified EMR?
• Properly Inputting Data Into an EMR

Logging In & System Navigation

• How to access the EMR: Authentication
• User roles and permissions: How to Create a New User Account
• Overview of the main dashboard and menu option: Screen Overview

Customizing Your Workspace

• Personalizing settings (preferences, notifications, themes, etc.): Tips & Tricks: Customizing your Workspace
• Setting up quick-access shortcuts: Editing Patient Info Panel | Adding shortcut on menu bar

Patient Management

• Searching for and creating patient records: Add Patient
• Finding your patient panel: How to find the total number of patients registered with a doctor (Find Objects / Stored Queries)
• Updating demographics and health history: Alter existing patient record
• Managing patient alerts and flags: Adjusting Alert Preferences

Scheduling & Appointments

• Booking, rescheduling, and canceling appointments: Book an Appointment | Edit an Appointment | Cancel an Appointment
• Using waitlists and recalls: Wait Lists
• Managing provider schedules: Appointment Rules & Schedule

Clinical Documentation

• Creating, editing, and signing notes: Adding a note to a Patient’s record
• Using templates and macros for efficiency: How to use Profile Marketplace Integration
• Attaching and viewing documents: Link scanned documents

Orders & Prescriptions

• Ordering lab tests and imaging: How to Add, Configure and Delete Forms in Profile
• Prescribing medications and checking for interactions: Usual Prescriptions
• Reviewing results and notification: The Medical Record Window

Billing & Claims

• Submitting and tracking claims: Financial
• Managing payment reconciliation: Financial

Communication Tools

• Secure patient communication: Communication in Profile
• Managing tasks and reminders: Tasks

Advanced Features & Efficiency Tips

Reporting & Analytics

• Running patient reports: Finding Patients Using Specific Criteria
• Tracking quality metrics and performance indicators: Reporting & Analytics

Keyboard Shortcuts & Time-Saving Tips

• List of commonly used shortcuts: Keyboard Shortcuts for Profile EMR
• Best practices for fast data entry: Video: Tips and Tricks – Common Actions

Integration & Add-on

• Connecting 3rd-party tools: Invoicing a Third Party
• Managing external referrals and specialist communication: How to Add, Configure and Delete Forms in Profile | Referrals

Troubleshooting & Support

• IT support contacts: Submit a Ticket

Updates & Continuous Learning

• How to receive updates and release notes: Releases & Announcements

Logging In & System Navigation

• How to access the EMR: Logging In/Navigating
• User roles and permissions: Creating or editing user accounts
• Overview of the main dashboard and menu option: Dashboard
  

Customizing Your Workspace

• Personalizing settings (preferences, notifications, themes, etc.): System Preferences
  
• Setting up quick-access shortcuts: Keyboard Shortcuts | Quick access Toolbar | Function Shortcuts

Patient Management

• Searching for and creating patient records: Find Menu | Using the fast profile entry | Components of a Patient Record
• Finding your patient panel: Viewing Patient List
• Updating demographics and health history: Demographics | Entering a history of past health problem
• Managing patient alerts and flags: Creating a patient alert

Scheduling & Appointments

• Booking, rescheduling, and canceling appointments: Booking Appointments | Moving Appointments | Cancelling appointments
• Using waitlists and recalls: Managing Wait List
• Managing provider schedules: Setting up provider schedules | Creating appointment schedule templates | Applying appointment schedule templates | Viewing and navigating the appointment schedule | Using colours to highlight the schedule | Scheduling reports
  

Clinical Documentation

• Creating, editing, and signing notes: Progress notes
• Using templates and macros for efficiency: New Brunswick Forms | Customizing Consultation Request Template custom forms
  
• Attaching and viewing documents: Managing received documents | Attaching and viewing an image | Attaching files to a note

Orders & Prescriptions

• Ordering lab tests and imaging: Tests and labs
• Prescribing medications and checking for interactions: Adding a prescription | Managing interactions
• Reviewing results and notification: Reviewing and posting lab reports | Acknowledging abnormal test results

Billing & Claims

• Submitting and tracking claims: Creating and Submitting Claims | Viewing billing files
• Managing payment reconciliation: Billing Reports

Communication Tools

• Secure patient communication: Communicating with others
• Managing tasks and reminders: Sending appointment reminders by email

Advanced Features & Efficiency Tips

Reporting & Analytics

• Running patient reports: Patient Reports
• Tracking quality metrics and performance indicators: Outcomes Dashboard searches and metrics | Viewing the outcomes Dashboard | Importing additional Outcomes Dashboard measure definitions

Keyboard Shortcuts & Time-Saving Tips

• List of commonly used shortcuts: Navigation keyboard shortcuts | Shortcuts when entering and changing dates | Function shortcuts | Frequently used shortcuts PDF | Full list of keyboard shortcuts
  
• Best practices for fast data entry: Best practice: Consistent data entry | Stamps | Data entry conventions

Integration & Add-on

• Connecting 3rd-party tools: 3rd Party
• Managing external referrals and specialist communication: Managing Received Documents | Managing received consultation requests | Updating a pending test or consult | Document record disclosure

Troubleshooting & Support

• IT support contacts: IT professional responsibilities and recommendations | PS Suite Community Portal

Updates & Continuous Learning

• How to receive updates and release notes: What’s New?
  

Logging In & System Navigation

• How to access the EMR: Logging In to the CHR
• User roles and permissions: Inviting new users
• Overview of the main dashboard and menu option: Using Homepage as provider | Using Homepage as staff
  

Customizing Your Workspace

• Personalizing settings (preferences, notifications, themes, etc.): User Settings
• Setting up quick-access shortcuts: Shortcuts

Patient Management

• Searching for and creating patient records: Adding Patients
• Finding your patient panel: Filtering the patient list
• Updating demographics and health history: Health Profile
• Managing patient alerts and flags: Creating and applying custom appointment tags

Scheduling & Appointments

• Booking, rescheduling, and canceling appointments: Appointments dashboard | Booking appointments | Cancelling appointments | Managing requested appointments | Booking follow-up appointments | Booking appointments from referrals
• Using waitlists and recalls: Waitlist
• Managing provider schedules: Schedules

Clinical Documentation

• Creating, editing, and signing notes: Recording encounter notes | Adding pop-up notes to patient charts
• Using templates and macros for efficiency: Forms | Adding a new form using the Clinical Content Library | Updating Clinical Content Library forms | Using electronic forms | Form requests
• Attaching and viewing documents: Enabling users to attach documents and other files to patient charts | Adding attachments to encounters | Managing attachments in an encounter

Orders & Prescriptions

• Ordering lab tests and imaging: Ordering Lab Tests
• Prescribing medications and checking for interactions: Prescriptions (Creating, Faxing, Printing, Signing, Cancelling, Managing, Preferred pharmacy
• Reviewing results and notification: Lab results

Billing & Claims

• Submitting and tracking claims: Provincial billing workflow (New Brunswick) | Managing refused claims
• Managing payment reconciliation: CHR Billing statuses (New Brunswick)

Communication Tools

• Secure patient communication: Patient Outbox
• Managing tasks and reminders: Using “My Tasks”

Advanced Features & Efficiency Tips

Reporting & Analytics

• Running patient reports: Analytics dashboards (Paid Feature)
• Tracking quality metrics and performance indicators: Analytics dashboards (Paid Feature)

Keyboard Shortcuts & Time-Saving Tips

• List of commonly used shortcuts: Shortcuts
• Best practices for fast data entry: Tips and Tricks

Integration & Add-on

• Connecting 3rd-party tools: 3rd Party
• Managing external referrals and specialist communication: Referrals

Troubleshooting & Support

• IT support contacts: Technical Support

Updates & Continuous Learning

• How to receive updates and release notes: CHR Releases
  

Logging In & System Navigation

• How to access the EMR: Logging Into MYLE for the First Time
• User roles and permissions: Configuring User Accounts
• Overview of the main dashboard and menu option: Dashboard Tabs
  

Customizing Your Workspace

• Personalizing settings (preferences, notifications, themes, etc.): MYLE Set Up & Preferences| Medical Course:
  English (Videos)
• Setting up quick-access shortcuts: Templates

Patient Management

• Searching for and creating patient records: Finding a Patient File | Creating a Patient File From the Calendar
• Finding your patient panel: MYLE: Exporting and Submitting your Patient Panel
• Updating demographics and health history: Updating the Patient Profile Demographics Tab
• Managing patient alerts and flags: Adding an Alert or a Special Need

Scheduling & Appointments

• Booking, rescheduling, and canceling appointments: Booking an Appointment from the Patient File | Managing an Appointment from the MYLE Patient Attendance | Moving an Appointment in the Calendar
• Using waitlists and recalls: Creating a Recall
• Managing provider schedules: Opening a MYLE Schedule | Opening a Schedule Using a Scheduling Rule | Opening a Schedule Using a Service | Creating a Scheduling Rule Template | Creating a MYLE Scheduling Template | Confirming and Canceling an Appointment by Email

Clinical Documentation

• Creating, editing, and signing notes: Managing a Clinical Note from the Portfolio Tab | Managing a Clinical Note Sent for Approval
• Using templates and macros for efficiency: Templates
• Attaching and viewing documents: Managing the Window Attach Files | Reviewing a Document from the Patient File

Orders & Prescriptions

• Ordering lab tests and imaging: Creating an External Communication from a Lab Result
• Prescribing medications and checking for interactions: Creating a Prescription from the Patient File

Billing & Claims

• Submitting and tracking claims: Configuring a Clinical User Account for Public Billing

Communication Tools

• Secure patient communication: Using the SMS and Email Notifications Module | Managing a Received External Communication From the Communications Tab

Advanced Features & Efficiency Tips

Reporting & Analytics

• Running patient reports: This feature is only available with the Premium and Elite subscriptions.
• Tracking quality metrics and performance indicators: This feature is only available with the Premium and Elite subscriptions.

Keyboard Shortcuts & Time-Saving Tips

• Best practices for fast data entry: Modules with Tips and Tricks

Integration & Add-on

• Connecting 3rd-party tools: 3rd Party | Activating Multifactor Authentication, or MFA, for your MYLE Account
• Managing external referrals and specialist communication: Creating a Referral with a Consultation Request | Consult Request Enhancements

Troubleshooting & Support

• IT support contacts: Allowing Remote Control of your MYLE User Account to MEDFAR Agents

Updates & Continuous Learning

• How to receive updates and release notes: Release Notes
  

A high impact learning series for family physicians and health care teams

The NBMS Practice Support Program and the Health Innovation Group present Health Home Essentials*.

This condensed, in-person learning series supports family physicians and care teams in applying Health Home principles to improve access and clinic flow, foster teamwork, and enhance patient experience.

Through interactive sessions, peer-to-peer collaboration and expert-led instruction, participants will gain practical insights and actionable resources to strengthen care delivery in their clinics.

(*formerly called the NBMS Expedition Program) 

At A Glance

Program Duration: November 2025 to June 2026

Credentials: Eligible for CPD credits

Program Delivery:

In-person learning 

• Three full day sessions
• Fredericton, New Brunswick

Virtual sessions 

• 1-hour kick-off session
• Three 1-hour action period calls

Language:

• Course delivered in English
• Material available in both French and English

Target Audience:  

This learning series is ideal for family physicians and multidisciplinary health care teams working in all primary care settings.

Information Webinar: 

A live webinar was held on October 2, 2025 to learn more about the program. Click HERE to view the recording.

Funding and Expense Reimbursement:   

Funding is available for eligible participants. For details, please contact practicesupport@nbms.nb.ca.

REGISTER HERE

Testimonials

“We found the Expedition program quite helpful.  The material was comprehensive, prompting us to approach improvement areas we previously had not considered.  More importantly, the dedicated time to work together and regular check-ins moved us from a group who regularly thought about Quality Improvement to one performing QI. The most impactful aspect was the longitudinal guidance of an experienced QI facilitator, which was immensely helpful.” – Dr. Josh Tracey

“The Expedition program was very helpful in giving us tools to improve our clinic flow and efficiency. The NBMS practice facilitators were also amazing to work with through this process.” – Dr. Sophie Bourque

“This program has been practice changing for me. It gave our team the platform it needed to address issues of efficiency, team dynamics, and enhancing patient safety. This program taught me how to improve my access without compromising my work-life balance.” – Dr. Heidi Moore

“Working with the Health Innovation Group was a seamless and inspiring experience. Their team is knowledgeable, proactive, and truly committed to improving healthcare. I felt supported every step of the way. They took the time to understand our unique needs and provided innovative, practical solutions. The collaboration was smooth, efficient, and exceeded our expectations. I would gladly work with them again and highly recommend their services to others in the healthcare field.” – Yves Mazerolle

“For me, I think the greatest value I found in the program is that it really changed my way of thinking. It broadened my perspective and gave me tools to manage everything that isn’t directly related to medical expertise but that we deal with every day in our clinics. I had the chance to meet physicians from across the province who were also looking to improve their clinical management. I was able to build new connections and learn, especially about how others operate.” – Dr. Darren Martin

The NBMS Practice Support Program is collaborating with Medicare to offer a series of online billing information sessions.

Who can join?

Physicians and their staff who are new to billing or have limited billing experience in New Brunswick. Also suitable for those who would like a refresher.

Why attend?

• Learn up-to-date information from the Medicare Practice Liaison.
• Discover essential billing resources to streamline your billing processes.
• Learn strategies and practical tips to submit your claims accurately and confidently.
• Ask general billing questions and get answers in real time (please note that case specific billing questions should be directed to Practitioner Enquiries).

Register for one or more sessions from the schedule below.

Join our virtual New Brunswick Family Physician peer-to-peer network to connect with fellow physicians, share and exchange valuable insights on improving your practice, receive expert advice, and discuss what matters to you!

Why join the network?

• Discuss, identify, and share practice challenges and get practical ideas on how to overcome them.
• Engage in dialogue with New Brunswick physician leaders.
• See how other physicians use improvement tools and resources to build capacity for change.
• Learn practical tips and tricks from local physician champions on relevant topics to advance improvement in family medicine.
• Hear about trusted resources from the group.

Who can join?

The Network is intended for New Brunswick family physicians who want to improve their practice and connect with peers on a similar path.

Who facilitates the Network?

The Networks are facilitated by the New Brunswick Medical Society (NBMS) and their practice facilitators, who support the network and its participants. 

When and how to access the virtual sessions?

New dates coming soon.

Autumn Leaves, Smarter Notes

This October’s EMR Champions Lunch & Learn will focus on how to get the most out of your AI Scribe tool- whether you’re just getting started or looking to optimize your use.

We’ll explore how AI Scribes work, what to look for, and practical tips to make documentation faster, easier, and more accurate.

Session Details

Thursday, October 16, 2025, 12:15 pm | REGISTER HERE
Presenter: Dr. Wendy Stewart

Please note that this session will be available in English only.

Who should attend?

Open to Physicians, NPs, RNs, LPNs, and MOAs—these sessions offer practical tips, peer insights, and tools to help improve everyday clinical workflows.

The NBMS offers a workshop entitled “Your Life after Retirement” that addresses the “softer side” of retirement, with the objective to help participants:

• Identify common obstacles to a successful retirement;
• develop plans for a meaningful life with a renewed identity;
• develop structures to avoid mental, physical, and social stagnation; and
• organize their days in a leisurely fashion.

If you are interested in taking the Your Life After Retirement course, please complete the waitlist form.

“My partner, Dr. Leïla Reguigui, and I, two new dermatologists in the province, practising out of the Georges Dumont in Moncton wanted to reach out to say what a tremendous help Jenica was to our clinic. We both came from Halifax, Leïla just finishing her residency and me doing a one-year locum. As you can imagine, opening our own clinic came with several hurdles and stresses. Throughout the entire process, Jenica was, by far, the person who gave us the most help. She was integral in hiring our staff and ensuring that we were well supported. Without her help and guidance, we would probably still be muddling through interviews and trying to get our clinic staffed. Her insightful assessment of candidates was top notch and the amount of time and effort she saved on our end is immeasurable. She has also been there to support us after hiring with other aspects of opening our clinic and if she doesn’t know an answer, she is quick to find one. In short, having Jenica as part of our team has been the best part of opening our clinic in Moncton. We hope that she continues to be a great resource and support for other physicians opening practice in New Brunswick.”

– Dr. Michael MacGillivary and Dr. Leïla Reguigui

“Starting a new practice is an undeniably overwhelming process and my Practice Support services at NBMS were timely, invaluable, and will be a game changer for physicians in New Brunswick! Not only did they connect me with all the necessary resources in the city, but they also helped me figure out what I needed to set up my office, walked me through the entire process including helping to choose an EMR and hire a medical office admin, and provided reassurance every step of the way. Can’t thank Jenica at NBMS Practice Support enough for her hard work!”

– Dr. Julie Chan