On the Road to Wellness.
Patient Retention: How to use the Patient Progress Sheet
The patient progress sheet is a checklist of basic administrative and clinical actions that need to occur for every patient to ensure that each patient receives complete care. On occasion, unimportant activities can be dropped out which can negatively effect the total quality of patient care, resulting in patients dropping out of care. By following this patient progress sheet, the doctor can ensure that all of the necessary actions on each patient occur.
The patient progress sheet should be kept in the patient folder, either as a full sheet of paper, or as sticky pad attached on the inside front cover. Each doctor’s office can determine what is most appropriate for his or her particular situation. A staff member can be assigned this duty to make sure that each Patient Progress sheet gets completed.
Example
Date Initial Procedure
__________ ____ Initial Paperwork
__________ ____ Pre-Consultation Video
__________ ____ Pre-Consultation
__________ ____ Consultation
__________ ____ Initial Exam
__________ ____ First Financial Consultation
__________ ____ X-Ray
__________ ____ Other Diagnostic Tests
__________ ____ Initial Payment
__________ ____ Scheduled for Second Visit
__________ ____ Pre-Report Video
__________ ____ Second Visit Report of Findings
__________ ____ Written Report of Findings
__________ ____ Second Financial Consultation
__________ ____ New Patient Orientation/Spinal Care Class
__________ ____ Multiple Appointment Plan Scheduled in Appointment Book
__________ ____ Scheduled for New Patient Workshop
__________ ____ Attended New Patient Workshop
__________ ____ Received Pamphlets During Care on visits:
__________ ____ 4. __________ ____ 8. __________ ____ 14.
__________ ____ 16. __________ ____ 20. __________ ____ 24.
__________ ____ Was Educated by Doctor
__________ ____ First Re-Exam
__________ ____ First Re-Report
__________ ____ Follow Up Financial Consultation
__________ ____ Second Re-Exam
__________ ____ Second Re-Report
__________ ____ Second FC-3
__________ ____ Third Re-Exam
__________ ____ Third Re-Report
__________ ____ Third FC-3
__________ ____ Fourth Re-Exam
__________ ____ Fourth Re-Report
__________ ____ Fourth FC-3
__________ ____ Re-Exam
__________ ____ Transitional Report of Findings
__________ ____ Transitional Financial Consultation
__________ ____ Released from Active Care
__________ ____ Started Wellness Program