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Patient Intake Process

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Understanding the Patient Intake Process
Danielle Massie
11-3-2013
HCR 220
Pamela Kerby

Patient Intake Process The process of patient intake can be time consuming and demanding if the flow of the office is not well-organized. Furthermore, the intake process involves collecting personal information from the patient before the time of the visit. The information process includes asking if they were a previous patient before. If yes or no, then one will continue preparing for the office visit. One must gather the patient name, insurance information, contact number, and the reason for their visit. All of these steps can assist one in providing the best quality care to their patients. Looking further, the patient intake process must be effective to allow everyone to be seen in a timely matter. In addition, one should learn the physician’s habits and needs because different procedures have fluctuating times; one must have a clear understanding of how to schedule a patient visit. Having this knowledge can help with preventing overlapping appointments which will make the office traffic run smoothly. In this situation, having patient’s wait time no more than 15 minutes is satisfactory, and when a patient has been waiting longer, one should be able to briefly explain the delay and offer to reschedule their appointment. The fact of the matter is, when a patient is sitting for a long period of time, they become anxious and frustrated. Obtaining much of the patient information before the office visit can help in this matter. During the first encounter with a patient whether it is on the phone or in person, one can request preliminary information to help in deciding how much time to set aside for each visit on the appointment schedule. Further, this process can help

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