How to Streamline the Patient Intake Process

How to Streamline the Patient Intake Process

Streamlining the patient intake process can help to improve the overall patient experience and increase efficiency at your medical practice

 

 

Footcare nurse helping client

Patient intake is an essential part of running a successful medical practice, but it can also be a time-consuming and inefficient process.

Here are some tips for streamlining your patient intake process:

1. Offer online appointment scheduling

Allow patients to schedule appointments online, which can reduce the time and effort required to handle scheduling tasks.

2. Use electronic medical records systems:

EMR systems can streamline the patient intake process by allowing patients to input their own information and providing easy access to their medical history. .

3. Train staff to be efficient and friendly

Ensuring that your staff is well-trained and able to handle patient intake efficiently can go a long way in streamlining the process. Encourage staff to be friendly and helpful, as this can help to put patients at ease and improve the overall patient experience

4. Review and optimize processes regularly

Regularly reviewing and optimizing your patient intake process can help to identify areas for improvement and ensure that you are providing the best possible service to your patients.

5. Make use of technology

Technology can be a useful tool in streamlining the patient intake process. Consider using electronic forms, appointment scheduling software, and other tech solutions to reduce the time and effort required to handle patient intake.

CompanyOn’s online forms provide the ability to send intake forms and econsents so you can collect patients’ information in advance

Practitioners should strive to leverage all the automation that technology can offer and create streamlined processes in order to improve performance and metrics.

6. Communicate clearly with patients

Ensuring that patients understand the intake process and what is expected of them can help to reduce confusion and improve the overall patient experience. Consider providing clear instructions and information to patients to help them navigate the process smoothly.

7. Stay organized

Maintaining a well-organized office can help to streamline the patient intake process. Consider implementing a filing system and making use of online storage solutions to keep important documents organized and easily accessible.

By implementing these strategies, you can help to streamline the patient intake process and improve the overall patient experience. This can help to reduce wait times and increase efficiency, ultimately leading to a more successful independent practice.

At CompanyOn, we’re committed to supporting our community of solo practitioners, no matter if they are just thinking in pursuing professional independence, or they are already well established solo practitioners.

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Are You Being as Productive as You Need to Run a Successful Independent Practice?

Are You Being as Productive as You Need to Run a Successful Independent Practice?

Identifying the drivers of a private practice productivity is vital to measure the financial health of the business

 

 

Footcare nurse helping client

It is also important to identify where the most opportunity lies for improvement when it comes to the way the practice is managed and clients are cared for.

Here are 3 quick tips for measuring your practice productivity:

1. Efficiency and Effectiveness

The first step is to determine what productivity actually means. The best metric to use is the utilization rate or number of hours per client per week including, commute and documentation of care, you invest in the provision of care.
Utilization is defined as the amount of a practitioner’s available time that’s used for productive, billable work, expressed as a percentage. It’s a measure of billing efficiency that helps the business understand if it’s billing enough to cover its cost plus overhead. To learn more about how to calculate your utilization rate, please check the following article here.

2. Net Collection Rate

Net collection rate measures productivity by determining how much of the work a practitioner bills for, actually gets paid. It measures how effective the practice is at collecting all legitimate forms of reimbursement for services. The net collection rate will reveal deficiencies in this process. It provides visibility into what is actually being collected and what your independent practice is actually allowed to collect after factoring in any refunds, write-offs, discounts, etc. To learn more about how to calculate your practice net collection rate, please check the following article click here.

3. Outstanding Account Receivables

This is one of the key indicators of a practice’s performance. How long does it take your practice to collect payments for services you provide? Reducing the time, it takes for an outstanding invoice to be paid is key to increase cashflow and overall financial stability of your business.

There are a variety of metrics that practitioners can use to assess how effectively and efficiently running their practice is. While some such as net collection rates and outstanding accounts receivable are traditionally seen as indicators of how satisfied clients are with the services provided, they may also indicate billing issues.

Practitioners should strive to leverage all the automation that technology can offer and create a streamlined billing process in order to improve performance and metrics.

This will help identify any potential problems early on and hopefully result in increased satisfaction among clients.

At CompanyOn, we’re committed to supporting our community of solo practitioners, no matter if they are just thinking in pursuing professional independence, or they are already well established solo practitioners.

Ready to make the switch?

Try Our Platform Free for 14 days.

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The Cost of No-shows and Late Cancelations: How to Prevent them

The Cost of No-shows and late cancelations: How to Prevent them

No-shows and late cancelations can prove costly to your practice — not only in terms of wasted time and cost, but also in missed revenue.

 

 

Footcare nurse helping client

We all know how hard it is to maintain a client who does not show up for appointments or cancel at the last minute and the overall effect on the management of your business.

In this article, we explore what you can do to reduce the impact of no-shows and late cancelations, and some tips for dealing with those difficult patients who always seem to choose the 9th option when it comes to showing up for appointments.

1. Incorporate automated reminders

A system that puts a dent in no-shows: Reminders are a great tool to help clients stick to their appointments. Clients who fail to show up could be empowered with a text or email reminder.

Additionally, if clients need to change or cancel an appointment, a reminder allows them to connect with you in advance — giving you time to reschedule the visit for a later date and assign the time to another visit.

With CompanyOn you can send automated appointment notifications and reminders via email and SMS. You can choose what clients and services you want to send reminders about. And let’s not forget the ability to add customized notes.

2. Build a patient wait list

A patient wait list can be a tremendous asset in growing your practice and saving you money. By having a list of clients wanted to be seen as soon as a slot becomes available, it’s easy to schedule visits that were canceled or rescheduled by other patients.

Having a system where you can easily access the client’s information and book an appointment as soon as possible, is priceless.

To learn more about how you can create your own patient waitlist, click here.

CompanyOn offers you the feature to set penalties for no-shows, that could be automatically set as part of your services charges.

3. Create a no-show/late Cancellation policy

Studies have shown that even if this policy is never implemented, notifying clients of a no-shows/ late cancellation policy, decreases no-shows at a high rate.

Within CompanyOn you can set penalties for no-shows/late cancelations, as part of your services charges.

At CompanyOn, we’re committed to supporting our community of solo practitioners, no matter if they are just thinking in pursuing professional independence, or they are already well established solo practitioners.

Ready to make the switch?

Try Our Platform Free for 14 days.

See CompanyOn in Action

Schedule A Free 1:1 Personalized Demo

The Story of Serenity

From less paper to less hassle:

Success for Serenity Nursing Foot Care Services with CompanyOn

Serenity at your door

Serenity Nursing Foot Care Services

Before CompanyOn

Christina felt disorganized and stressed as she found herself constantly looking for papers and trying to create her own templates for her new practice. She was in need of a platform that was tailored to support Canadian healthcare standards while also being easy to use and affordable during her startup phase. Christina was having a hard time finding a platform that would support her business needs and growth, until she found CompanyOn.

Christina Nasso

Serenity Nursing Footcare Services

Specialty

Mobile foot care nursing services

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“CompanyOn is a great company. My onboarding to the platform went smoothly with the help of the supportive and knowledgeable team at CompanyOn. My business is much more organized and simplified now. Their features are customized to businesses which makes starting, owning, and running my practice more efficient. Daily operations are made easy and they take care of the billing and scheduling. My clients feel cared for with the reminders they receive through text or email. This is just one of the many great features that my company uses!”

Christina Naso

Serenity since switching to CompanyOn

Christina saw immediate results with her daily management of the business and has more capacity to invest in long-term plans.

Healthcare Practitioner Using Practice Management App

Immediate results

Safe and secure cloud storage of client and business records

Easy navigation to client’s address with the integrated map feature

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Automated organization of daily operations and paperwork

Affordable platform

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Long term solutions

Simplified scheduling and organization of daily, weekly, monthly appointments

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Documentation and custom client profiles for each client visit, updates, follow up assessments and more

Compliance with privacy and confidentiality standards

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Specialized charting and a way to audit and keep up with current standards

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The Company On difference

Why Christina recommends CompanyOn to other solo practitioners:

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Based in Canada, so you can feel confident that your practice is compliant with Canadian healthcare regulations

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An approachable team who cares about their platform users and wants them to succeed

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Knowledgeable and supportive in helping her learn the new software

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Easy to transition from existing way of doing business to the Company On platform