Page 23 - Receptionist

Doctor:
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. Waits for patient, client, and TA in exam room as the TA goes up front to get
the client
3. Greets patient first, then client BY NAME and introduces her/himself BY
NAME with eye contact and preferably with a handshake.
4. Asks clients for their PRIMARY concern first and reason for their visit.
5. Completes exam while also discussing any additional concerns from client or
issues found during exam. Narrates the exam while performing.
6. After the exam the doctor addresses exactly what they plan to do for their
PRIMARY concern first, then each additional concern WITHOUT DISCUSSING
FEES. This often times is best time by hand-writing items on blank piece of
paper in a list.
7. Gets a good idea of client’s acceptance of the recommendations/plans
WITHOUT COST FIRST. If cost is the reason for non-acceptance we have
ways to work with the client to be able to afford or plan for things they
want to do but is not financially feasible today.
8. Asks the client if they have any other questions or concerns.
9. Completes a report card (when appropriate) and reviews with the client
10. Meets with TECH outside the exam room and dictates a “tech sheet” or
“travel sheet”.
11. Enters notes into the medical record BEFORE moving onto the next
appointment.
Technician:
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. Meets with doctor outside exam room and completes tech sheet with
treatment plan, services, meds, etc.
3. Presents treatment plan without the doctor present (already discussed and
verbally approved with doctor without prices). Gets final verbal approval
and acceptance
4. If client unexpectedly objects to items recommended they inform the
doctor prior to starting the procedures.
5. If unexpected objections arise due to cost we can start the other
procedures and have the client visit with our client coordinator or exec for
financial arrangemements
6. Performs the services as appropriate either in treatment or exam room with
the assistance of the TA.

7. Releases patient with proper release form or report card

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