When a patient calls to make an appointment, our office uses a cheat sheet to record information. I designed this sheet years ago and had pads printed up to put by each phone station. We are computerized but have found it hard to get rid of this form mainly because it has been so helpful. In other words, it’s not broken so we haven’t fixed it.
The form is brought to the morning huddle so that we’re prepared for their concerns. From that point it goes into the patient’s chart as our first document of record.
I’m offering to send this to any office that needs it – just leave a comment or email me for the form. The patient dismissal form I blogged about (here) has been very popular – I’m happy to share that also.