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Admin Tip: Introduce Trackers in Your Practice

In the fast-paced environment of a healthcare practice, staying organized and keeping track of patient-related tasks can sometimes feel overwhelming. That’s why, at Ginger Desk, we’re excited to share an admin tip that can make a significant difference: introduce Trackers in your practice.

We recommend utilizing a live-updated tracking spreadsheet document, which offers a seamless way to add changes and details. By going beyond the typical tasking systems found in EMRs, this approach brings a higher level of detail and efficiency to your patient care.

Let’s take an example: if you’re a practitioner who frequently prescribes laboratory tests, implementing a Lab Tracker can be incredibly beneficial. This simple yet effective tool allows you to track when lab kits or requisitions are prescribed, note their expected return dates, and monitor when patients actually return the kits. It enables your administrative team to follow up regularly with patients and stay on top of any kits that may have exceeded the anticipated timeline. Not only does this provide excellent support to patients, but it also eliminates the need to refund expired kits. Patients will appreciate the enhanced organization and care that this adds to your practice.

You can create similar tracking documents for other areas, such as phone inquiries, insurance billings, or new patient bookings. Implementing a Tracker sheet for these systems reduces the time spent searching through emails for booking history and ensures that patients’ needs are consistently met without anything slipping through the cracks.

When it comes to choosing a platform for these documents, we often recommend Google Sheets. Not only is it cost-free, but it’s also user-friendly, easy to access, and allows for live updates that can be viewed by all team members who require access.

By introducing Trackers, you can streamline your processes, improve efficiency, and provide an exceptional experience for your patients.

Do you find this tip helpful in optimizing your practice’s organization and patient care?

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