Stages to a Successful Pre-Office Visit Clinic Planning
As the year draws to a close, it’s an excellent time to review your pre-office visit planning workflows and plan for the following year. This depends on when your fiscal year begins, whether it is a calendar year or mid-year (July 1st to June 30th). Start by asking yourself whether the current pre-visit planning workflow is effective. Identify what is not working and consider practical ways to improve the process. To ensure success, it’s recommended that you take a care-team approach and involve all clinical and non-clinical staff that have direct patient contact at your practice. Remember that each physician practice has unique sizes, scopes, staffing resources, roles, and patient volumes. Therefore, there is no one-size-fits-all approach. Instead, focus on your practice’s current infrastructure to determine which pre-office visit planning stages are suitable and can apply to your practice.
Planning for an office visit can be helpful in several ways. By performing a pre-office visit planning workflow, clinicians and clinical staff can prepare the patient’s chart in advance with diagnostic lab or radiology orders, results retrieved, and medication management. This helps save time, reduce stress, and lower costs while allowing the care team to manage any unexpected issues that may arise during the visit. Overall, pre-office visit planning can help things run smoothly and ensure a better patient experience. If the practice is struggling with this, try a pilot.
Let us do a deep dive into the stages of successful pre-visit planning.
| Before Patient Check-Out | Chart Preparation for the Upcoming Visit | On the Day of the Patient Visit |
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| The practitioner wraps up the office visit and indicates interval care by ordering lab values, radiology studies, or referral to a specialist for the next visit. | Use Pre-Visit Check List:
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| Indicate to the patient that the next visit should be scheduled before leaving the practice (only, if necessary, as instructed by the practitioner). |
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Pre-office visit planning aims to make clinic chart preparation more efficient. This saves practitioners and staff time because the preparation allows the care team to work more smoothly with practitioners and physicians, reducing frustration and wasting time.
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Thank you I am glad. I do take the time to make sure the reader has a comprehensive understanding. If they choose to take the information I provided to improve front desk pre-visit planning, they can take some helpful tips to utilize and to implement.
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Thank you! I do believe there is still merit in the front desk pre-visit planning in the future. While automation and technology continues to evolve impacting physician practices front desk workflow, being prepped and taking into account the impact of front end accuracy and patient information collection is still important. Especially, when back end claim filing charges are held or rejected due to inaccurate information for timely payment of the expected reimbursement affecting revenue.