Go offline with the Player FM app!
Episode 30: What Your New Patient Packet Must Have
Manage episode 297185572 series 2949848
You’ve scheduled your first patient. But that's only the first step in getting them to that first visit. You need a new patient packet.
The new patient packet has two purposes:
- To collect information from the patient
- To provide information to the patient
There are several ways in which your patient can access the new patient packet:
- Through your EMR's patient portal
- On your website
- On your Facebook business page
- A physical, printed folder
What goes in the new patient packet?
- Information you get from the patient
- Registration form
- Insurance information
- Patient questionnaire and history intake form
- Medical records release form on file
- Release of information form
- Information you give to the patient
- A comprehensive financial policy statement
- Credit card on file policy
- HIPAA policy statement
- Controlled substance agreement
- Patient responsibilities form
- Brochure with a practice overview and provider bio(s)
- Educational materials
- Directions to your office
The two key takeaways from this episode are that a professional, comprehensive new patient packet will help
- You and your practice make a great first impression
- Improve your practice’s workflow
Want to hear more tips on how to start, run and grow your practice and related medical businesses, please sign up for my newsletter at https://www.thepracticebuildingmd.com
Join my FB group, The Private Medical Practice Academy.
Enroll in How To Start Your Own Practice and get the step-by-step process for opening your practice.
Join The Private Medical Practice Academy Membership for live group coaching, expert guest speakers and everything you need to know to start, grow and leverage your private practice. The course, How To Start Your Own Practice is included in the membership, as a bonus.
Rate, Review, & Follow on Apple Podcasts"I love Sandy Weitz and The Private Medical Practice Academy Podcast." <-- If that sounds like you, please consider rating and reviewing my show! This helps me support more people -- just like you -- move toward the practice they want . Click here, scroll to the bottom, tap to rate with five stars, and select “Write a Review.” Then be sure to let me know what you loved most about the episode!
78 episodes
Manage episode 297185572 series 2949848
You’ve scheduled your first patient. But that's only the first step in getting them to that first visit. You need a new patient packet.
The new patient packet has two purposes:
- To collect information from the patient
- To provide information to the patient
There are several ways in which your patient can access the new patient packet:
- Through your EMR's patient portal
- On your website
- On your Facebook business page
- A physical, printed folder
What goes in the new patient packet?
- Information you get from the patient
- Registration form
- Insurance information
- Patient questionnaire and history intake form
- Medical records release form on file
- Release of information form
- Information you give to the patient
- A comprehensive financial policy statement
- Credit card on file policy
- HIPAA policy statement
- Controlled substance agreement
- Patient responsibilities form
- Brochure with a practice overview and provider bio(s)
- Educational materials
- Directions to your office
The two key takeaways from this episode are that a professional, comprehensive new patient packet will help
- You and your practice make a great first impression
- Improve your practice’s workflow
Want to hear more tips on how to start, run and grow your practice and related medical businesses, please sign up for my newsletter at https://www.thepracticebuildingmd.com
Join my FB group, The Private Medical Practice Academy.
Enroll in How To Start Your Own Practice and get the step-by-step process for opening your practice.
Join The Private Medical Practice Academy Membership for live group coaching, expert guest speakers and everything you need to know to start, grow and leverage your private practice. The course, How To Start Your Own Practice is included in the membership, as a bonus.
Rate, Review, & Follow on Apple Podcasts"I love Sandy Weitz and The Private Medical Practice Academy Podcast." <-- If that sounds like you, please consider rating and reviewing my show! This helps me support more people -- just like you -- move toward the practice they want . Click here, scroll to the bottom, tap to rate with five stars, and select “Write a Review.” Then be sure to let me know what you loved most about the episode!
78 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.