Patient Appointment Management Template

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Streamline your orthodontic practice with our Patient Appointment Management template. This tool helps you prioritize appointments based on urgency and importance, ensuring critical cases receive immediate attention. By using the Eisenhower method, you can effectively manage your time and keep your schedule organized.

With tasks such as reviewing daily appointments, rescheduling non-urgent cases, and following up on missed appointments, this template ensures that your practice runs smoothly and efficiently, allowing you to focus on providing excellent patient care.

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Patient Appointment Management for Priority Matrix

Patient Appointment Management in Priority Matrix

Efficiently manage orthodontic appointments by prioritizing critical cases and optimizing schedules.

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Proposed Tasks

Critical appointments

  • Follow up with critical cases
    ☐ Call critical cases to confirm appointments ☐ Provide necessary pre-appointment instructions
  • Prepare for critical appointments
    ☐ Review patient history for critical appointments ☐ Prepare necessary equipment and materials
  • Review daily appointments
    ☐ Review the patient schedule for the day ☐ Identify critical cases

Important, but not urgent appointments

  • End of day review
    ☐ Review completed appointments ☐ Prepare for next day's appointments
  • Confirm next day's appointments
    ☐ Call patients to confirm next day's appointments ☐ Provide any necessary pre-appointment instructions
  • Review next week's appointments
    ☐ Review the patient schedule for the next week ☐ Identify any potential conflicts

Urgent, but less important appointments

  • Follow up on missed appointments
    ☐ Call patients who missed their appointments ☐ Reschedule missed appointments
  • Schedule urgent but less important appointments
    ☐ Identify urgent but less important cases ☐ Schedule them for the earliest available slot

Non-urgent, less important appointments

  • Reschedule non-urgent appointments
    ☐ Identify non-urgent appointments ☐ Reschedule for a later date
  • Update patient records
    ☐ Update patient records with latest appointment details ☐ Ensure all patient contact information is up to date