The practice administration mistakes that cost a small practice the most time are nearly all the same mistake wearing different clothes: nobody wrote it down, or two people wrote it down differently. Duplicate versions, unnamed owners, verbal handovers and undated...
A written appointment scheduling routine answers five questions: who holds the schedule, how a booking gets recorded, how a reminder goes out and gets logged, how a cancellation gets recorded, and who looks at the week ahead. Write those five down and the desk stops...
A practice document index is one list of the administrative documents your practice writes and uses, showing where each one is kept, who owns it, and when it was last looked at. It is four columns and one page for most small practices. It is an index, not a filing...
Documenting your patient intake process means writing down, in one place, every form the front desk uses, who hands each one over, who checks that it came back complete, and where it goes afterward. The whole thing fits on two pages: one current list of the forms in...
A front desk shift handover is one short written note that passes from the person going off shift to the person coming on. It answers four questions and nothing else: what is still open, who is waiting on what, what is expected later, and who to tell. Written down it...