Workflow Analysis and Recommendations
Identifying Workflow Parts:
Referral
Scheduling
Pre-appointment checklist
Initial Visit [IN-OFFICE]
Workup
Diagnosis
Treatments
Patient Education
Initial Visit [TELEHEALTH]
Post-appointment checklist
What's Working:
Clear delineation of each workflow part.
Detailed tasks under each workflow section.
Involvement of various staff members in different steps.
What's Not:
Lack of clear instructions for certain tasks.
Ambiguity in responsibilities during transitions.
Missing documentation of specific processes.
What's Missing:
Clarification on the transfer of data between devices.
Detailed guidelines for tech and provider coordination.
Standard procedures for post-appointment documentation.
Priority Tasks:
Refine the initial visit workflow for both in-office and telehealth.
Establish clear responsibilities and handoff procedures between staff members.
Finalize documentation requirements for post-appointment tasks.
Develop a standardized patient education script.
The clinic workflow overhaul should be completed within the next two weeks. Tasks should either be executed or assigned firm deadlines for implementation. Regular review and adjustments must be made to ensure smooth operations and improved patient care.