Successful Medical Office TipsEssential Front Office Desk Practices for Efficient Medical Office Management

It takes an entire office staff working together to make sure a patient receives quality and timely care. The blueprint of care is developed long before a patient steps foot into a practice. It is important to have policies in place for efficient office management.

Even if you think you have a flawless plan, it always helps to compare your policies with other offices. There are always steps you can take to be better. You will want to make sure all of the policies in place will result in swift and excellent service.

Here are the essential policies for one medical practice in Ohio. They make sure the lines of communication are always open and policies are carried out in an efficient manner. This office has five doctors and sees hundreds of patients per day.


Filling out Proper Practice Forms

The office staff encourages patients to go on to the practice website and fill out all paperwork ahead of time. The office also gives new patients 15 minutes to fill out forms in the office. When a patient comes in for an appointment, a staff member prints out a demographic form and has the patient review the form. If there are any changes, the patient puts it on the form, initials and dates it. A patient does not have to fill out a brand new form unless there are a lot of changes. This saves a lot of time.

When printing out demographic forms for the next day, the staff includes any other forms or papers that need to be given to the patient. For example a physical acknowledgement form, or any forms needed for Medicare Wellness visits, etc. At every visit the staff always verifies insurance, pharmacy of choice, phone numbers and address.


Preparation and Verification

New patients are asked to bring their prescription bottles in a bag instead of writing the prescription names down on a piece of paper. This makes it easier for both the office staff and physician.

This particular primary care office uses an automated appointment reminder system. They also call new patients to confirm appointments two days ahead of the scheduled appointment date. The office staff prints the next two days of schedules just in case computers go down. A balance due report is also printed and the front desk addresses balance due at check-in.

A staff member will take a patient’s insurance card and scan it every single visit. If a patient doesn’t have their insurance card, the office makes the patient self-pay. Payment is collected at the time of service. Once the insurance card is collected, the office will file a claim. When payment is received from the insurance company a patient refund check will be issued.



 It’s important to have a plan in place and that everyone in the office is on the same page. Even if you think you have a flawless plan, it’s important to take note what other medical practices are doing. This can help your practice become even more efficient. What are some of the steps your practice takes to make the patient process run more smoothly?





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