Scheduling Appointment study guide

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What is a new patient?

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16 Terms

1

What is a new patient?

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

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2

What is a established patient?

Someone who has seen the doctor in 3 years

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3

How do you schedule an appointment on a matrix?

Before or after

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4

How long should patients wait to be seen?

20 minutes

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5

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

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6

What information is needed when scheduling a new patient?

DOB, name, Insurance, Phone #

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7

What is an appointment card used for?

To put date and time of your FU appointment

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8

what are walk ins?

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

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9

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

Demographic, billing information

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10

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

Last name, first name

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11

Wave booking (Pros and Cons)

  • if someones late it doesnt affect them

  • can’t spend more time with a patient

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12

Modified wave booking (Pros and Cons)

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

  • more waiting time for others

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13

Double booking (Pros and Cons)

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

  • rushed

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14

Time Specific booking (Pros and Cons)

  • Specific times for patients

  • If someones late, this ruins everything

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15

Open Booking (Pros and Cons)

  • comes at random times

  • waiting room will have a lot of people

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16

Cluster booking (Pros and Cons)

  • easier for providers, booking a specific time

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

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