The 10 Steps of Pre-visit Planning

The 10 Steps of Pre-visit Planning

The strategies involved in pre-visit planning are meant to streamline appointments, improve communication between patients and providers, increase physician and clinic profitability and enhance the quality of medical care provided at a given clinic.

This process creates a proactive clinic environment instead of a reactive environment which increases the time available. When planning ahead, we can be more deliberate and ensure we hit quality metrics and system goals while correctly billing payers. Overall, pre-visit planning increases the efficiency and profitability of medical care while simultaneously improving patient care.

Let’s Talk Pre-Visit Planning

Let’s Talk Pre-Visit Planning

Pre-visit planning is a strategy used to maximize the benefits of a healthcare visit with extra preparation, focusing the appointment, and creating a patient-specific care plan. Overall, pre-visit planning ensures a smoothly operating clinic and benefits both patients and healthcare providers.

Traditionally, a patient’s medical care for an issue begins at an appointment, but patient care can begin before your time together and can extend past the current visit. It helps to think about someone’s medical care as a continuum rather than as isolated incidents.

We think of a healthcare visit in three major stages: