Unit 4 Scheduling and Patient Reception. Appointment Books  Scheduling matrix: a pattern of working and nonworking hours for the medical office 10 minute.

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Presentation transcript:

Unit 4 Scheduling and Patient Reception

Appointment Books  Scheduling matrix: a pattern of working and nonworking hours for the medical office 10 minute slots 15 minute slots 20 minute slots 30 minute slots

Appointment Books  Before patients are placed in slots, what needs to be done to the matrix?

Appointment Books 10:00 a.m. MaryAlice Smith NP 10:15 a.m. 10:30 a.m. 10:45 a.m. 11:00 a.m.George BrownNS 11:15 a.m.Lizbeth Arnold 11:30 a.m. 11:45 a.m. 12:00 p.m.Lunch 12:15 p.m. 12:30 p.m. How long are the patient appointments? When is lunch? What do NP and NS mean? What else do you need to do for Mr. Brown?

SCHEDULING APPOINTMENTS Day: TUESDAY Dr. LawlerDr. HughesDr. Lupez Date: OCTOBER 14, 200X Linda Lu- F/U Henry Adams - NP Out of Office /Rash Hospital Rounds Sam North – NPNancy Walker- F/U /Flu 10 Jon Smith - INJ 20 Brad Miller – F/U /Migraine 40 Jim Wood- CONS /Diabetes

Types of Appointment Scheduling 6 types of scheduling methods 1. Stream or individual scheduling 2. Wave scheduling 3. Modified wave scheduling 4. Cluster scheduling 5. Double-booking 6. Open office hours

Stream Scheduling Stream Scheduling:  What is it?  Advantages?

Wave Scheduling Wave scheduling:  Scheduling two or more patients usually on the hour then maybe two more patients on the half hour.  Assumes some patients will arrive late and others will require more time than scheduled  Every new hour starts a new group of patients Modified wave scheduling: Scheduling two patients on the hour, one patient on the quarter hours and one at the half hour.

More Scheduling Methods  Cluster/Group scheduling:  Groups similar procedures together at the same time or day of the week Examples?

More Scheduling Methods  Double-booking:  What is it? Advantages?  Open office hours scheduling:  What is it? Disadvantages?

Computerized Scheduling Advantages? Disadvantages?

Self-Scheduling What equipment must a patient have? Advantages? Disadvantages?

Strategies  Late patients?  No shows?  Cancels?  Reschedules?

Strategies  Emergencies  What is a triage manual?  HIPAA?

Preparing for Patients  Name the things a medical assistant must do to prepare for an established patient’s arrival.  What needs to be done for a new patient?

Patient to the Exam Room What is the procedure for greeting the patient and taking him/her to the exam room?

Chart Placement When the patient is placed in an examination room, where does the chart placed? Where is it not placed? Why?

Patient Amenities Name some Why are they important? What else can we do to make the patient feel at ease?

Project 2 – Part I This is due in Unit 5!  From DocSharing download:  Appointment Scheduling Template – Project 2  Inpt_Outpt Admiss Procedures Template – Project 2  From DocSharing Unit 5 download: Rubric  You will need your Study Guide for the instructions and input information! You will find the information on pages 94 and 97.

Project 2 – Part II  Write a three page double-spaced essay using APA formatting.  Answer this question in essay format:  What duties should be completed before the patient arrives to your office?  Be sure to include at least five duties that need to be completed, giving explanations and examples of each.  Include reference citations!  Do not write the question in your essay!