Practice, like B.J. said, is a slip and check process. Invariably
problems occur at the front desk since CAs are human.
Here are some of the common problems that arise in everyone's practice
and some solutions for preventing and handling them.
1. PROBLEM: Pre-scheduled patient visits is low.
Solutions: All patients should be on multiple appointment schedule
(MAS).
-- confirm all appointments before patient leaves the office.
Physically check to make sure appointment is in the book.
-- Maintenance patients need to schedule next appointment. If patients
are unsure of their own schedule that far ahead, make a tentative
appointment and send a maintenance postcard as a reminder with appointment
noted on the back. Tell patients to call if they cannot keep appointment.
This will immediately increase patient control because you are giving the
patient the responsibility which increases commitment as well.
-- Missed appointments. Calls must be made and updated daily.
-- Make up appointments must be scheduled by the following day.
-- Increase patient control by reminding them of importance of
consistency every time they re-schedule an appointment. If they change
day, try to reschedule for same time and tell them why. If they need to
change time, try to keep it as close to regular time as possible and tell
them why. You don't want to sound pushy or not understanding, you simply
want to educate while still being helpful and caring.
-- Doctor must be notified of any un-handled problems with patients as
they arise. As soon as a patient misses two or more adjustments in a row,
doctor must be notified immediately. After notifying the doctor, CA should
continue to take action until the doctor decides if this is something he
or she needs to handle personally.
2. PROBLEM: New patients missing appointments.
Solutions: All new patients must be confirmed for their
appointments 24 hours in advance.
-- Make sure patients are being scheduled properly when at a health
fair. Patients should understand they should only make an appointment if
they are going to keep it.
3. PROBLEM: A lot of patients pending with various problems and holding
off on their care.
Solutions: Take action to make sure you help patients with whatever
blocks they are having and, in turn, focus them on their subluxations.
Remember, in focusing, you should ask questions as opposed to giving a
sermon.
-- Avoid leaving messages whenever possible. If a patient doesn't
respond to your message, send a personal note on the back of the re-call
card.
4. PROBLEM: Maintenance patients forgetting their appointment.
Solution: Make sure maintenance patients fill out a postcard at
every adjustment. These postcards are placed in the tickler file and
mailed out on Mondays the week prior to their appointment as a reminder.
5. PROBLEM: Payment plans or schedules aren't clear between CAs,
business manager (BM) and doctor.
Solution: Whenever a patient changes their MAS or payment plan, the
T-Card and ledger/billing card or computer must be updated with the
appropriate changes immediately.
6. PROBLEM: Patients missing their workshop appointment.
Solutions: The workshop is part of the patient's program and is as
important as an adjustment. The workshops are a requirement and patients
are notified of this before they start care. Make sure patients are being
scheduled for their workshops at the post consultation. The CA must also
explain the importance of the workshop just as the doctor does during the
consultation.
-- If patients say they can't make it because of this or that, simply
ask the patient if they can change their plans in order to be there. This
will reinforce the value of being at the workshop as opposed to just
saying, "OK, can you make it next week?"
7. PROBLEM: Tasks or duties not getting done.
Solution: If you are unable to get something done, you need to let
the doctor or office manager know immediately. They will help you
organize, so you can get it done or delegate it to someone else. Do not
allow yourself to get behind. Let them know ahead of time in order to
prevent a problem from happening and then having to spend extra time in
clearing it up.
8. PROBLEM: Patients accruing a balance without being on a payment
plan.
Solution: No patient is to be without a payment plan at any time.
If patient is having hard time or needs to change payment plan, they will
need to PAG until they see BM and a new plan is established.
9. PROBLEM: Patients who refer a NP are not being acknowledged by
staff.
Solutions: At the end of each shift, write any patient NP referral
on the appropriate T-Card. Existing patients are your main source for
referrals. You must keep this up to date.
-- New patient referrals are also supposed to be written in the NP
book. This is what the BM will use in order to sent "Thank You"
notes and "Welcome" letters to the appropriate people.
10. PROBLEM: Errors occurring in appointment book.
Solutions: Any patient who changes an appointment or their MAS must
have their original schedule erased from the book prior to the new MAS
being entered.
-- If a patient goes on vacation and is scheduled for their next
appointment, be sure to cancel the appointments they are going to miss.
-- Never leave these changes pending. It's easy to forget to do it if
you don't do it right at the time the patient tells you.
11. PROBLEM: Patients walking in late or not calling when they need to
miss an appointment.
Solutions: Whenever a patient walks in late, remind them of time
you had them scheduled and ask if it would be easier for them to be on
time if we scheduled them later.
-- Whenever a patient misses an appointment without calling, let them
know that a call is much more appreciated than just not showing up. If
they ever need to change an appointment before or after business hours,
they can call the 24 hour answering service. They just need to leave their
name, time they are scheduled and most importantly what time they will be
coming in instead. We don't call back to confirm. We will just expect the
patient at the time they left with the answering service. Otherwise, we
have found we end up playing phone tag all day.
-- When calling the patient after they missed without calling, don't
just say "Oh, that's OK," or "You missed you appointment,
so I was calling to re-schedule." This will cause you to lose patient
control. Patients will feel like they don't need to call because they know
you will call and take care of it.
12. PROBLEM: Patients not intensifying their adjustments when
necessary.
Solutions: This must first be addressed in the consultation.
Patients need to understand the importance of consistency and intensity
from the beginning.
-- If patient needs to intensify, the doctor must be the one to tell
them in the adjustment room what they need to do and why. The CA then
simply follows through on the doctor's recommendation.
-- Both the doctor and CA must be aware of patients who need to
intensify by checking the MA sheet and looking at the back of the
patient's T-Card for their last week's adjustment schedule.
(To learn more about Certainty Practice Products and Dr. Dennis
Nikitow's upcoming seminar schedule, call 800/544-3884. Outside the United
States, 303/721-6202.)