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Computerized vs. Book A book is cheap but Can only be use by one person at a time. Hard to read handwriting Cannot be

Time Management. Wave schedulingModified Wave schedulingDouble bookingGrouping proceduresAdvance booking. Guidelines for Scheduling. Socioeconomic status of area servedPurpose of visitAge of patientRequire all MD time or other staffPersonal factors. Worry if waiting room is empty?Worry if p

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Computerized vs. Book A book is cheap but Can only be use by one person at a time. Hard to read handwriting Cannot be

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    1. Appointment Scheduling Computerized vs. Book A book is cheap but – Can only be use by one person at a time. Hard to read handwriting Cannot be accessed remotely Hard to provide copies of schedule Can easily be damaged

    2. Time Management Wave scheduling Modified Wave scheduling Double booking Grouping procedures Advance booking

    3. Guidelines for Scheduling Socioeconomic status of area served Purpose of visit Age of patient Require all MD time or other staff Personal factors

    4. Appointment Scheduling Courtesy and respect Provide all necessary information Schedule appointments immediately Reserve sufficient time Check in patients as they arrive Note cancellations and no-shows

    5. New Patient Full Name Date of birth Complete address Daytime telephone # Source of referral Type of visit/exam required Insurance coverage

    6. Return Appointments In Person Determine when needs to return Offer options available Give appointment card By Telephone Determine when need to return Offer options available If a long time since last visit, verify contact information

    7. Return Appointments Appointment Cards Reminders Sent in mail Personal call Automated call

    8. Other Callers Other MDs Pharmaceutical representatives Salespersons Miscellaneous

    9. Special Situations Late patients Rescheduling cancelled appointments Emergency calls Acutely ill patients Physician referrals

    10. Cancellations & Delays When patient cancels When the MD is delayed When the MD has an emergency When the MD is ill or out of town Walk-in appointments

    11. Failed Appointments Reasons No-show policy Charging for failed appointments Recording the failed appointment

    12. Preparing for Next Day Print chart pull list Review appointment reasons Is there anything that might preclude the patient from having a successful appointment

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