Purpose
Make every new-patient first visit feel organized, personal, and ready before the patient arrives.
When to use
For every newly scheduled patient, beginning at the time of booking and ending when the front desk confirms the handoff.
Roles / ownership
Scheduling coordinator owns setup; front-desk lead owns day-of readiness; provider assistant confirms handoff.
Step-by-step workflow
- 1At booking, confirm the patient’s preferred contact method, appointment time, arrival guidance, and the best way to send pre-visit forms.
- 2Create or update the patient record with contact details, referral source, visit type, and any scheduling notes the team needs to know.
Members get the remaining steps, completion standard, and KPI for this workflow.