This was successfully posted to your pofile.
This box will close automatically in a few seconds. Close this window
We don't have an e-mail address on file for you. To use AAFP Connection, you must have an e-mail address in our records. Click Here
Determine Workflow
Time to Complete: 2-4 hours
Difficulty: Easy -- need time to discuss and document
Outcome: Documented changes to office workflow
Steps
Discuss as a team
- Figure out how to integrate online appointment scheduling into regular office workflow.
- Include how frequently appointment requests should be processed during the workday.
Document the discussion
- Record the workflow discussion and new processes that everyone agrees to.
- If needed, change job descriptions to reflect new processes.
What You'll Need
- Decision-making authority
- Time for the discussion
- A way to document decisions and processes (e.g., office manual)
Resource
Refer to Transformed's article "Making Meetings Effective" for tips on running a good meeting.
Where to go for Help
If you have many new staff members or if there are relationship challenges among staff, think about bringing in a consultant to help with this. The AAFP Buyer's Guide can help you find a consultant.
Schedule Appointments Online
