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Onboarding New Employee Patients
You landed a new employer which potentially could add dozens or hundreds (!) of new patients in a few months, now what? How do you get all those people into your EHR system and into your office for initial visits? Here are some tips:
- Plan ahead for busy schedules (leave open schedules, limit time off)
- Prepare the staff for new patients (add new staff? adjust work hours?)
- Get patients registered In your EHR ASAP (educate employee and employer here)
- Try designing cards to be given to employees with simple directions on how to sign up on the DPC EHR
- Build basic “skeleton” charts for all the patients that did not sign up online
- Schedule initial visits for all employees, as soon as possible -- think about sending reminders via text and/or email to encourage people to come in.
- See sick visits and refills as needed even if initial visits not done
- If possible, don’t onboard in the middle of cold and flu season
Adding lots of new employer patients will be time-consuming but proper planning can be done in a few months. Be sure to let the employer know about your onboarding plans and get involved in the open enrollment sessions to provide clear communication with your future patients is the key.
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Onboarding New Employee Patients
You landed a new employer which potentially could add dozens or hundreds (!) of new patients in a few months, now what? How do you get all those people into your EHR system and into your office for initial visits? Here are some tips:
- Plan ahead for busy schedules (leave open schedules, limit time off)
- Prepare the staff for new patients (add new staff? adjust work hours?)
- Get patients registered In your EHR ASAP (educate employee and employer here)
- Try designing cards to be given to employees with simple directions on how to sign up on the DPC EHR
- Build basic “skeleton” charts for all the patients that did not sign up online
- Schedule initial visits for all employees, as soon as possible -- think about sending reminders via text and/or email to encourage people to come in.
- See sick visits and refills as needed even if initial visits not done
- If possible, don’t onboard in the middle of cold and flu season
Adding lots of new employer patients will be time-consuming but proper planning can be done in a few months. Be sure to let the employer know about your onboarding plans and get involved in the open enrollment sessions to provide clear communication with your future patients is the key.