Optimizing Appointment Scheduling
Overview: Scheduling Best Practices |
Audience: Front Office Support |
Appointment slot increments:
Psych: 15 Minute slots
Tx: 1 Hour slots
Types of appointment slots:
· New Psych Tele ONLY - New Patients ONLY (unless within 24 hours, can schedule Est)
· New Psych Office/Tele ONLY - New Patients ONLY (unless within 24 hours, can schedule Est)
· Telehealth ONLY – New / Est Patients
· Office or Telehealth – New / Est Patients
· Est Telehealth ONLY – New / Est Patients (Unless within 24 hours, schedule new with provider approval)
·
Est Office or Est Tele
– New / Est Patients (Unless within 24 hours, schedule new with provider
approval)
· New Therapy Tele ONLY - New Patients ONLY (unless within 24 hours, can schedule Est)
· New Therapy Office/Tele ONLY - New Patients ONLY (unless within 24 hours, can schedule Est)
· Telehealth ONLY – New / Est Patients
· Office or Telehealth – New / Est Patients
· Est Therapy Tele ONLY – New / Est Patients (Unless within 24 hours, schedule new with provider approval)
· Est Therapy Office/Tele – New / Est Patients (Unless within 24 hours, schedule new with provider approval)
TIPS TO SCHEDULE:
1. Schedule from Top to Bottom eliminating gaps between currently booked appointments.
2. Telehealth appointments should attempt to stay on Telehealth ONLY days.
3. Attempt to refrain from scheduling new appointments at the first and last hour of the day.
4. If there is opening in the same day to fill a requested appointment confirm with provider
*We understand that these tips may not work for all patients
HOWEVER, we should be presenting these options FIRST to the patient and then
attempt to accommodate various times/days*