1.1 Facility Operations
A medical practice often is broken out into workflow units to determine how an operational unit moves from one point to another. Workflow units are separated into four areas:
Patient Flow: How does a patient enter the lobby, receive services from the physician, exit the office and still maintain a high level of service satisfaction concerning the experience. This flow process examines the following:
Patient scheduling
Lobby image
How the receptionist greets the patient and presents organizational skills upon patient entry
How the nurse greets the patient and prepares the patient for the physician
How the physician enters and exits each encounter
How patient care instructions are carried out by the staff
How referrals for testing or specialists are generated
How well does the staff perform patient checkout, (Requesting payment for services rendered)
Paper Flow: This process examines the utilization of all forms in the practice. It determines if all forms are being utilized and with what consistency. It also makes recommendations on forms to be created, eliminated or updated to meet legal standards.
Medical Record Flow: This process examines how charts are pulled, made available to the physician or other professional personnel, and returned to the medical record area with documentation completed. The review also examines time lost looking for charts or missing information.
Telephone Flow: This process examines how calls are answered and how the call is transferred to the party who needs to respond to the inquiry. This area is generally where most practices fail patient expectations due to the inability to answer calls professionally.
A telephone matrix is often developed to obtain agreement on the type of calls that will be transferred to office personnel or the physician. There is also an agreement on calls in which messages are taken as well as a system for returning those calls.
Medical practices often respond to telephone flow problems by purchasing a larger telephone system or obtaining a voice mail system. If you cannot answer a telephone matrix questionnaire, you have just wasted a great deal on money.
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1.2 Business Office Operations