The best CA scheduling techniques & tracking systems for higher volume & collections
Let’s face it. CAs have many more interactions with patients than the doctor does:
- on the phone
- during check-in
- during check-out
- during scans
- …and virtually every other point where the patient is interacting with your office.
CAs have many opportunities to either reinforce the doctor’s recommendations, drop the ball by saying nothing, or unintentionally keep patients out of your office.
Does your CA have the right playbook to handle scheduling excuses at the front desk like:
? “I’ll call you to set up my next appointment…”
? “I’m going on vacation…”
? “I don’t have insurance…”
? “I can’t afford care…”
? “I’ll need to base my care on my insurance coverage…”
What about when a patient calls to cancel an appointment because:
? “I’m sick…”
? “I feel worse since my last adjustment…”
? “I’m too busy…”
? “I don’t have childcare…”
? “I have car trouble…”
? “I’m contagious…”
? “The weather…”
? “I’m not returning for care…”
? “My MD/PT has advised me to quit care…”
How your CA handles these scenarios determines how effective your care can be for your patients.
CAs make a tremendous difference, either positive or negative, on your practice volume, and the resulting collections.
Do your CAs rely on chance-based communication? Do they ask “Did you want to set up your next appointment?” and then give up when the patient simply says “No” or “Not right now”?
Tracking Systems
Think about your appointment tracking systems. Are they antiquated recall logs or do you have a system for keeping patients on their recommended schedule? Are your CAs empowered with effective reactivation scripts and tools to help those MIA patients return for care?
I'm sharing “Practice-Building Appointment & Recall Systems” for the September A.C.E. course.
This 1-hour video presentation is available online, so your entire team can access it however and whenever it’s convenient for them as often as they need 24/7 NOW until the end of the month…without costly travel expenses! We’ll cover the most up-to-date strategies on scheduling and patient tracking. Missed appointments waste three valuable resources in your office: time, energy and money.
Your CAs will be motivated to help build your practice when they understand what a huge difference they can make. I've continually run Dr. Tom’s successful Michigan practice since 1995, so I really do know what works–and what doesn’t. In this one-hour presentation (all you need is a computer…no travel expenses), your team will discover how what they say, what they don’t say and how they say it makes all the difference with your patients’ adhering to their recommended care schedule. I’ll be teaching your team:
? How to ACTIVELY prevent missed appointments
? How to communicate the importance of appointments to patients
? The best scheduling techniques for YOUR office
? How to handle scheduling obstacles without feeling pushy
? How to avoid unconscious sabotage
? How to decrease no-shows by 66% (this one’s a fan favorite!)
? Effective recall strategies for both new and established patients
? How to ensure that your patients don’t end up M.I.A.
What would your practice be like if your CAs were skilled at keeping patients on their recommended care schedule? If you can see that it’s worth way more than an hour investment in time and the tuition of just $147 for your entire team to participate if you register as an A.C.E. member (or $227 for September APPOINTMENT SYSTEMS only), then I urge you to register for this course today.
This month’s PDF of course materials is over 70 pages of patient forms and tools including my Pat Responses for Appointment Obstacles. **You will also receive a BONUS of Reactivation Call Scripts for inactive clients**! All are downloadable in their original file format for easy implementation. The sooner you register, the longer you will have access to this month’s online course 24/7. Register today to give your CAs the training, tools and systems to increase your practice success!
Sign up now and get immediate access to this month’s training!