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Essential HR Protocols for a Medical Practice in 2026

Michael Caputo

Podiatry practice success requires more than clinical excellence. In 2026, the real differentiator — and the biggest area of risk — is your Human Resources compliance. Falling behind on HR protocols exposes your practice to legal liability, staff turnover, and regulatory penalties.

The Living Employee Handbook

Treat your employee handbook as a dynamic document that requires annual review — not a static file gathering dust in a drawer.

Annual review with a labor law specialistlaws change every year, and your handbook must keep pace

Address pay transparency lawsalong with state sick leave requirements and updated anti-discrimination protected classes

Reflect the Pregnant Workers Fairness Act (PWFA)accommodate pregnancy-related conditions, including modified schedules or light duty, even before medical documentation arrives

Require signed acknowledgement formsevery employee must sign and date a form confirming receipt and understanding

Use digital HR platformstrack sign-offs and create an audit trail that protects your practice

Advanced HIPAA Training

Most HIPAA breaches stem from human error, not sophisticated cyberattacks. The solution is role-based, frequent, and documented training.

Front Desk Staff

Patient right-of-access protocolsensuring timely response to records requests

Phone identity verificationconfirming caller identity before releasing any information

Minimum necessary rulesharing only the information required for the task at hand

Clinical Staff

Securing ePHI on mobile devicesencryption and access controls for any device that touches patient data

Paper record disposalproper shredding and destruction procedures

MFA and password managementenforcing strong authentication practices

Security Awareness (All Staff)

Phishing detectionrecognizing suspicious emails and links

Malware handlingknowing what to do when something looks wrong

Social media PHI risksunderstanding that even casual posts can constitute a breach

Maintain detailed training logs with dates, topics, materials used, and signed attestations from every participant.

Accommodation Requests Under ADA and PWFA

Mental health and family leave requests are rising across healthcare. Mishandling them is a high-risk liability area.

Train managers to recognize requestsand initiate the "interactive process," a dialogue identifying essential job functions and reasonable accommodations

Never deny a request outrightengage in the process first

Separate medical documentationstore it in a locked medical file, away from the personnel file

Limit supervisor accesssupervisors learn only the necessary restrictions, not the employee's diagnosis

Provide interim accommodations under PWFAlifting restrictions and other modifications may be required immediately, before documentation is complete

Workplace Mental Health and Burnout

Healthcare burnout drives absenteeism and turnover, directly harming your practice's financial stability and patient care quality.

Train managers to spot stress signswithout diagnosing or offering medical advice; refer employees to EAPs or benefits resources

Offer EAPs and flexible schedulingposition these as recruitment and retention tools, not just perks

Implement a clear non-retaliation policyemployees must feel safe seeking help or reporting concerns without fear of consequences

Misclassification Risk: W-2 vs. 1099

Misclassifying employees as independent contractors to reduce tax burden carries serious compliance risk that can result in back taxes, penalties, and legal action.

Understand the DOL/IRS control testthis determines proper classification regardless of what any contract says

Apply the control test honestlyif your practice controls how the work is done, provides tools, sets hours, and pays on a regular schedule, that worker is likely a W-2 employee

Periodically audit contractor relationshipsreview against control test criteria and seek counsel before a government audit forces reclassification

JARALL Medical Management connects practices with HR consultants and legal experts who specialize in healthcare compliance — ensuring your protocols are current, defensible, and built to protect both your team and your practice.

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