What does a medical assistant do in the appointment book if the doctor has a surgery at 9 00 am and it will last about an hour?

Patient scheduling. It seems like it should be simple. Scheduling patients is one of the most common tasks performed by practices...and it can also have a huge impact on your success. With 85 percent or more of a typical healthcare practice’s expenses fixed, ensuring patients are scheduled effectively and efficiently is critical to maintaining and maximizing your practice revenue.

You do what you can to keep missed appointments to a minimum and ensure your patients are seen by the doctor as close to their scheduled appointment time as possible. But there will always be patients who are running a few minutes behind, patients who require immediate emergency attention, or other unexpected events that put the entire day’s schedule behind. Whether it happens at the very beginning of the day or mid-afternoon, it is inconvenient and frustrating to both the patient and practice staff.

Patient scheduling in itself may seem like a simple process, but efficient patient scheduling is very significant and impactful to your patients’ delivery of care and your ability to keep wait times to a minimum so patient satisfaction stays high and practice profitability stays consistent.

Although you may not be able to control how on-time a patient is for their appointment, there are things you can do on the staff end to ensure the schedule stays fluid, or recoup time that is lost in order to get the schedule back on track whenever possible. Being able to master this will keep office stress to a minimum and make sure your wait times stay within reason.

How to schedule patients effectively

1. Schedule from noon. Try your best to schedule morning appointments from noon backward and afternoon appointments from noon forward. Establishing this as the standard will help you maintain maximum productivity and ensure that the bulk of the day is scheduled out. If morning or afternoon slots don’t get filled, you can use those blocks of time much more efficiently by holding your staff meetings then, or cutting down on overhead costs by allowing staff members to come in later or go home earlier. Empty slots throughout the day generally result in unproductive down-time, so implementing a scheduling a patient scheduling system or appointment scheduling software strategy such as this will help reduce wasted time.

2. Implement patient self-scheduling . Did you know that the average phone call to schedule an appointment takes over eight minutes? Multiply that by the number of appointments scheduled each day and your practice may be spending hours on appointment scheduling each day. Some practices field all appointment scheduling calls to a designated person who may typically be a relatively low-paid employee. Or if you are a smaller practice, you may have only one staff member who handles pretty much all front office management tasks. With new advances in technology, this is now an area where you may be able to cut back on the unnecessary expense of an “appointment scheduler” and recoup a significant amount of time that could be spent on much more significant tasks. Studies show that the majority of patients prefer to schedule their own appointments online. Even better, 26 percent of appointments scheduled online are for the same day or the next day, filling up empty spots on your schedule. Practices now have the ability to offer real-time patient scheduling anytime and from anywhere with Internet access. Online scheduling is new to healthcare and offers greater convenience for both practice and provider.

3. Prioritize appointments. Patient visits vary in degree of time requirement and level of care needed. Consider these factors as you decide where and when to schedule your patients or whether you even need to put them on the schedule at all.  Many patient issues can be resolved with a brief phone call or email. Have the staff member who fields incoming calls use their best judgement to evaluate each call to determine whether to schedule the patient or have your nurse or doctor address the issue via a phone consultation. This approach ensures patients needing the highest level of care have better access to same-day appointments if necessary and practice profitability is maximized by treating patients with more complicated or significant medical concerns.

4. Confirm appointments with text and email appointment reminders. Utilizing an appointment reminder software system will improve upon the number of on-time arrivals and kept appointments. No-shows are costly and inconvenient especially when you are a particularly busy practice and have a good size waitlist. Both provider and patients miss out when a no-show occurs.

5. Create a patient waiting list. Last minute cancellations may be frustrating; however, with a patient waiting list, you are armed and ready when this unfortunate event occurs. Try using a patient scheduling platform that includes the ability to keep a list handy and ready to be notified. Being able to send out a mass notification of your immediate open slot is a huge time saver and revenue maintainer. Instead of grabbing the phone when you get that dreaded appointment cancellation, quickly access your stored digital patient wait list and send out a quick message encouraging your patients to call you rather than the other way around which results in a waste of precious time that could rather be spent on more productive activities such as getting to know your patients better or increasing billing collections.

6. Use Automated Patient Recare and Recall. Having a patient recall system in place ensures that patients return for their regular care appointments keeping your schedule consistently fuller. This type of system can also bring back patients who haven’t been in to see you for their regular care appointments in years by simply sending out a reminder email, text or voice call letting them know it’s time to reschedule.

 Every practice has room for improvement, and there are many ways you can increase office efficiency in order to keep processes running smoothly. If you find your practice schedule is consistently too full or not full enough, discuss this at your next staff meeting. Take note of which days if any the schedule seems to be more inconsistent. Establish these 6 effective medical appointment scheduling guidelines and make sure all staff members are adhering to them and then be open to other ideas that could help fill in the gaps and create a more fluid schedule.

Read our case study about the Surprisingly Big Impact of Online Scheduling and how one practice has seen new levels of engagement and efficiency through automation. 

Booking Appointments - Medical English

Example Sentences

Patient

  • I need to make an appointment.
  • I need to see the doctor.
  • When is the doctor free?
  • I need to renew my prescription.
  • Do you think the doctor could squeeze us in today?
  • I need to make an appointment for my husband.
  • My child needs to come in for a check-up.
  • The doctor wants to see me again in two week's time.

Receptionist

  • What is your chart number?
  • What is the appointment regarding?
  • Which day/what time is good for you?
  • Is January the 3rd okay with you?
  • How does four o'clock sound?
  • We'll see you then.
  • I'm sorry the doctor is not taking new patients.
  • We'll call you if there are any cancellations.
  • We're running an hour behind schedule.
  • Dr Jones is away. You'll be seeing Dr Lindsay.

FREE Podcasts 🔈 Many of these listening exercises have transcripts, vocabulary notes and comprehension questions.

Sample Conversation

Read the sample conversation and then test your understanding with the exercise below.

Receptionist: Doctor's office. Jane speaking. How can I help you?

Caller: I need to make an appointment with Dr. Harris.

Receptionist: Do you know your chart number?

Caller: No, sorry. It's at home and I'm at work right now.

Receptionist: No problem. What's your name, please?

Caller: George Mason.

Receptionist: Okay Mr Mason. Hold one moment while I grab your chart, please.

Caller: Sure.

Receptionist: Thanks for waiting. Now, what do you need to see the doctor about?

Caller: Well, I've been fighting a cold for more than a week, and I think I might have a chest infection or something. My cough is getting worse each day.

Receptionist: Hmm. Doctor Harris is off tomorrow. Do you think it can wait until Wednesday?

Caller: Oh, I was really hoping to get in today or tomorrow in case I need some antibiotics. Maybe I'll have to go to the walk-in-clinic instead.

Receptionist: Actually, we had a cancellation for 2:00pm today if you can get away from the office.

Caller: Gee, it's almost 1:00pm already. I think I can make it if I leave right now.

Receptionist: We're running a bit behind schedule, so you can probably count on seeing the doctor around 2:30.

Caller: That's great. Thanks for fitting me in.

Receptionist: No problem, Mr. Mason. We'll see you in an hour or so.

Check your understanding

Test your understanding of the conversation above with this quick quiz.

1. Why does the caller phone the doctor's office?

he's running late for his appointment
he's hoping Dr Harris can fit him in
he can't remember his chart number

a) he's running late for his appointment b) he's hoping Dr Harris can fit him in c) he can't remember his chart number

2. Which is true about George Mason?

he has a bad cold
he's running a fever
his cough is better

a) he has a bad cold b) he's running a fever c) his cough is better

3. When will the doctor see Mr Mason?

before 2pm
around two-thirty
the next day

a) before 2pm b) around two-thirty c) the next day

Your score is:

Correct answers:

English for Medical Professionals
  • English for Nurses and Medical Professionals
  • Medical Vocabulary | Quiz
  • Human Body | Quiz
  • Medical Supplies
  • Medical Specialists | Quiz
  • Doctor's Diagnosis
  • Visiting Hours
  • Booking Appointments
EnglishClub : Learn English : English for Work : Medical : Appointments

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