In the pay-for-performance era in which we all now live, pre-visit planning can mean the difference between a clinic where physicians and staff are struggling and frustrated, and a clinic that runs smoothly with the capacity to handle anything.
Pre-visit planning starts when the patient walks out the door. From gathering tests results and communicating with specialists, to running gap in care reports and conducting morning huddles, it’s important to understand a patient’s full medical story. Investing the time to understand the patient’s full medical story well positions physicians and care teams to be ready to treat the patient at the point-of-care when he or she returns to the clinic. This benefits patients by getting them access to better care in a timely manner, and it allows the clinic to reap the financial rewards associated with point-of-care services, associated charges and increased revenue due to higher performance in quality incentive programs.
Patients expect collaboration and are aware of electronic medical records and their advantages. The expectation of physicians by patients is one of preparedness when they walk into the room, with all necessary data points at their fingertips. Proper pre-visit planning strategies can enhance the decision-making power of the clinician team.
10 Essential Pre-Visit Planning Tasks
Previously ordered lab results
Diagnostic imaging results
Urgent care visits
Emergency doctor visits
Due wellness items
Phone notes and/or other correspondence
Gaps in care reports
Having these pre-visit tasks completed before the physician sees the patient allows for action to be taken during face-to-face encounters, thus saving the clinic and patient time and unnecessary costs. A powerful patient engagement strategy allows you to both communicate with and hold the patient accountable. It also ensures everyone is on the same page and reaps the rewards of an efficient office visit.