Page 22 - Receptionist

19005 – Appointment Flow and Staying On Time

Result Statement: To achieve great client service and on-time appointments by assuring all
key staff members know their roles and work well together.

“BASIC” Doctor Appointments: Non “exam room efficiency” days or one-room per doctor

Receptionist
1. Proper schedules appointment length
2. Properly confirmed appointment for client to arrive as scheduled
3. Records ready PRIOR to client arriving.
4. Patient is weighed and entered into AVImark check-in
5. Page overhead “CL Doctor ______, (pause)… CL Doctor _________” within 3
minutes of arrival
6. Assure TA greets this client within 2 minutes of page
7. Check-out receptionist checks-out the client per receptionist procedure.
Tech Assistant:
1. “Rounds” with tech, TA, and Doctor: Review appointment schedule and
speak to both tech and doctor so you are prepared to know the patients
name and pertinent history AT LEAST 10 MINUTES BEFORE….AND THE NEXT
THREE UPCOMING APPOINTMENTS. This includes the first appointment of
the day and after lunch.
2. Arrives to reception area within 2 minutes of page
3. Grabs clip board with records/documents/treatment plans
4. Greets patient first, then client BY NAME, introduces him/herself BY NAME
with eye contact and escorts them to exam room.
5. Doctor is waiting in exam room
6. Assists doctor for exam
7. Obtains “TPR” when appropriate (in some cases it can be done after exam in
treatment).
8. Enters “subjective” notes and TPR into AVImark while in exam room.
9. Assists tech with needed services and items AFTER acceptance of treatment
plan with TECH
10. Starts the next appointment with doctor while the tech finishes and releases
this one.

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