Scheduling Appointment study guide

What is a new patient?

Someone who has never seen the doctor/ hasn’t seen him for 3+ years.

What is a established patient?

Someone who has seen the doctor in 3 years

How do you schedule an appointment on a matrix?

Before or after

How long should patients wait to be seen?

20 minutes

What do you do if the doctor is running late?

Ask the patient if they’d like to wait, or if they would like to reschedule for another day

What information is needed when scheduling a new patient?

DOB, name, Insurance, Phone #

What is an appointment card used for?

To put date and time of your FU appointment

what are walk ins?

people who did not create an appointment with the doctor; randomly comes in

What must you ask to a patient when scheduling an appointment on the phone?

Demographic, billing information

How do you record a patients name when scheduling an appointment?

Last name, first name

Wave booking (Pros and Cons)

• if someones late it doesnt affect them

• can’t spend more time with a patient

Modified wave booking (Pros and Cons)

• allows more time with a patient in the second part of the hour

• more waiting time for others

Double booking (Pros and Cons)

• quickerish, can have a lot of patients at once (2)

• rushed

Time Specific booking (Pros and Cons)

• Specific times for patients

• If someones late, this ruins everything

Open Booking (Pros and Cons)

• comes at random times

• waiting room will have a lot of people

Cluster booking (Pros and Cons)

• easier for providers, booking a specific time

• a lot of people, specific day may not be available for people