Page 24 - The 4-Step Formula For - Mastering Patient Self-Scheduling

Maximize Appointment Availability

Open the Schedule: Include a broad range of providers, specialties, and
appointment types, ensuring both new and existing patients can nd and book
appointments easily.

Calendar Blockers: Address potential obstacles such as surgery schedules,
multi-resource requirements, insurance constraints, provider preferences, and
patients who need to settle outstanding bills.

Tips for Addressing Blockers

Follow Accuracy Tips: Many of the blockers are only blockers because it is hard
to achieve accuracy. For these, follow the accuracy tips, above, including utilizing
a Healthcare CRM.

Think Through Visit Types: Understand the necessary information for each visit
type upfront and simplify the booking process to minimize barriers for patients.

Pilot Programs: Start with a pilot group of providers willing to open their
calendars for online booking. Use data from this initial launch to build trust in the
system and encourage wider adoption.

Provider Preferences: Educate providers on the bene ts of online scheduling,
emphasizing how it can increase their ef ciency while retaining control over their
schedules. Show them it's not about losing control, it's about gaining sanity.

Change Management: Promote a culture of openness to change among providers
and staff. Address resistance proactively, foster a growth mindset, and model
desired behaviors and attitudes to support the transition. Patience is key!

Preparing Your Organization

Flexible Scheduling Protocols: Utilize Keona’s exible protocols to make the
majority of provider schedules available online without sacri cing control over
scheduling parameters.

The 4-step Formula for Mastering Page | 22
Patient Self-Scheduling