Quickly Set Return-to-Clinic Visits
Setting up follow-up visits is not exactly an unsolved problem. The way it typically happens (e.g., patient takes another trip to the front desk, or calls back later — hopefully — to set up a visit for some weeks or months into the future) works, for the most part, but that doesn’t mean it is necessarily the most efficient way to do it. I have it set up for my private practice so that the aforementioned process is eliminated, freeing up my office manager’s time — and taking only a fraction of mine — to do more important things.
When I know I want to see a patient for a serial evaluation, I grab my iPhone, and use the following workflow to add patients to my practice calendar. The entry includes their name, and a note indicating whether they are due for either a six- or 12-month return to clinic/follow up visit. I love it, because the entries are set to show up in 23 weeks (for a six-month follow-up) or 50 weeks (for a 12-month follow-up), cueing my office manager to call the patient (or their caregiver, parent, etc.) and schedule the appropriate appointment.
Here is how it works:
Done. Like magic.
Behind-the-scenes is a relatively simple series of steps. The screenshots here are from the Workflow app's interface, and show how the six-month follow up works:
That’s all there is to it. Ridiculously efficient.
Like most components of my workflows and organizational system, this helps me to both get more work done in a shorter period of time and it keeps me from dropping the ball a lot more often.