Patient Appointment Prioritization Template

Patient Appointment Prioritization in Priority Matrix

Prioritize patient appointments to ensure urgent needs are met first, improving satisfaction and care efficiency.

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Proposed Tasks

Urgent & Important

• Task 1: Evaluate Patient Urgency Levels - Due in 1 day
  ☐ Determine the urgency level of each patient ☐ Document the urgency level in the patient's file
• Task 2: Schedule Urgent Patient Appointments - Due in 2 days
  ☐ Identify the most urgent patient appointments ☐ Schedule these appointments as soon as possible
• Task 6: Follow-Up with Urgent Patients - Due in 3 weeks
  ☐ Contact patients with the highest urgency levels ☐ Ensure they are receiving the necessary care
• Task 12: Monitor Patient Satisfaction - Due in 3 months
  ☐ Monitor patient satisfaction levels with the new appointment scheduling process
• Task 14: Regularly Update Patient Urgency Levels - Due in 4 months
  ☐ Regularly update each patient's urgency level to ensure the most accurate scheduling
• Task 15: Regularly Review Appointment Schedule - Due in 4.5 months
  ☐ Regularly review the appointment schedule to ensure all patients are being seen in a timely manner
• Task 18: Regularly Monitor Patient Satisfaction - Due in 6 months
  ☐ Regularly monitor patient satisfaction levels with the appointment scheduling process

Important, Not Urgent

• Task 5: Review Patient Urgency Levels - Due in 2 weeks
  ☐ Review the urgency levels of each patient ☐ Adjust the schedule as necessary
• Task 7: Update Patient Files - Due in 1 month
  ☐ Update each patient's file with their current urgency level and appointment details
• Task 8: Staff Training on Eisenhower Method - Due in 5 weeks
  ☐ Train staff on how to use the Eisenhower method to prioritize patient appointments
• Task 9: Review Appointment Scheduling Process - Due in 6 weeks
  ☐ Review the entire appointment scheduling process to identify areas of improvement
• Task 10: Implement Improvements to Scheduling Process - Due in 2 months
  ☐ Implement any identified improvements to the appointment scheduling process
• Task 11: Communicate Changes to Patients - Due in 2.5 months
  ☐ Communicate any changes to the appointment scheduling process to patients
• Task 13: Adjust Scheduling Process as Necessary - Due in 3.5 months
  ☐ Adjust the appointment scheduling process as necessary based on patient feedback
• Task 16: Continually Train Staff on Eisenhower Method - Due in 5 months
  ☐ Continually train staff on the Eisenhower method to ensure all patients are being prioritized correctly
• Task 17: Regularly Communicate with Patients - Due in 5.5 months
  ☐ Regularly communicate with patients to ensure they understand the appointment scheduling process
• Task 19: Continually Adjust Scheduling Process - Due in 6.5 months
  ☐ Continually adjust the appointment scheduling process as necessary based on patient feedback
• Task 20: Evaluate Success of Eisenhower Method - Due in 7 months
  ☐ Evaluate the success of the Eisenhower method in prioritizing patient appointments

Urgent, Not Important

• Task 3: Delegate Non-Urgent Patient Appointments - Due in 3 days
  ☐ Identify non-urgent patient appointments ☐ Delegate these appointments to other staff members

Not Urgent & Not Important

• Task 4: Reschedule Non-Critical Appointments - Due in 1 week
  ☐ Identify non-critical patient appointments ☐ Reschedule these appointments for a later date