Page 22 - The 4-Step Formula For - Mastering Patient Self-Scheduling

Ensuring Accurate Bookings (Or: How to Avoid Scheduling Chaos)

Data Veri cation: Implement systems to verify patient information and
appointment details. This step ensures that the information entered by patients is

accurate and complete, reducing the chances of errors and miscommunications.
It's like spell-check, but for preventing medical mixups.

Training: Ensure that both staff and patients are well-informed about the
scheduling process. Staff training should focus on the proper use of the scheduling
system, while patient education can include guides or tutorials on how to use the

online booking system effectively.

Technology: A Healthcare CRM, like CareDesk, can enforce your business rules,
automatically check for con icts and validate entries, ensuring a smooth and
error-free scheduling experience. It’s your new best receptionist, never sleeping
and never tired of double-checking. Saving a small % of errors each year typically
pays for the software. The best software will be able to handle these killers of

accuracy:

Provider preferences: Dr. Smith only sees women on Mondays and
Men on Tuesdays, back pain after 11am, and so on

Multi-resource appointments: say the visit requires equipment,

nurse, & doctor

Insurance requirements: nothing says “party” like insurance
veri cation

Surgery: special work ows and preapprovals are often required

Sequential appointments: whether back-to-back or every week or
every month

Patients who need to pay rst: sometimes the best ‘reminder’

The 4-step Formula for Mastering Page | 20
Patient Self-Scheduling