Patient scheduling tools, tips, and templates

As providers continue to balance their most pressing operational challenges—staffing shortages and increased demand for consumer offerings—they find themselves with a need to evaluate which technology solutions fit their unique patient scheduling and engagement needs, and how to optimize these solutions to meet their specific goals. 

Below is a curated list of expert strategies, tips, and templates for improved patient scheduling: 

Patient Scheduling Strategies and Best Practices 

For Specialty Practices, Better Patient Access Means Better Care 

Tennessee Orthopaedic Clinics (TOC) sought to move from siloed, physician-specific schedulers to a centralized, digital scheduling solution that could streamline the complexity of finding their 14,000 patients the correct appointments across seven locations, twenty-seven physicians, eighteen mid-levels, and ten therapists. 

TOC implemented an intelligent scheduling solution and boosted capacity utilization by 3.4%, while also improving load balancing among providers and optimizing automated waitlists to fill last-minute slots… 

How TOC boosted access and efficiency with smart scheduling 

Checklist: 6 Features to Look for in a Patient Scheduling Solution 

New research indicates that providers are increasingly turning to technology to remedy a common patient access challenge: how to improve efficiency with fewer resources, and make sure patients are seeing the right physician at the right time. 

Patient scheduling solutions, like intelligent online self-scheduling software that features customized patient appointment reminders, can significantly improve the overall scheduling process for both staff and consumers alike by streamlining operations and reducing administrative burden.  

Before selecting a scheduling solution, providers should make sure it fits their goals—such as filling vacancies, boosting provider utilization, and retaining patients—as well as integrates seamlessly with their core EHR or practice management systems

Key features to look for in a patient scheduling solution should include… 

Get the checklist   

Patient Scheduling: 7 Beneficial Practices 

Medical practices routinely schedule hundreds of appointments each week, including appointments for new patients and follow-ups for existing ones. Scheduling is critical for a successful practice, but it also monopolizes staff time when not done efficiently. Online scheduling software increases operational efficiency by reducing the time needed to schedule appointments. 

Patient scheduling may appear to be a straightforward process, but it actually requires considerable planning, experience, and skill. The effectiveness with which staff members perform this task greatly affects patient care and the practice’s operation. An efficient scheduling process can thus alleviate stress on staff and help keep patients happier. 

Learn the benefits of scheduling system efficiency, as well as beneficial practices to improve how you schedule appointments… 

Read the 7 Best Practices 

Patient Appointment Scheduling Template 

Are you looking for a way to create a patient appointment template? If so, leveraging the best practices is important for finding the ideal template for your scheduling needs.  

There are several challenges involved with appointment scheduling, like the fact that providers work at different speeds, patients have different needs, appointments can be canceled at short notice, and sometimes, patients don’t even show up at all.  

In this article, we will go into further detail on how to manage scheduling with templates to handle the most common scheduling challenges. Learn more about how to create a medical office appointment template… 

Access the scheduling template 

Ready to make impactful changes with healthcare technology? 

Learn more about patient scheduling solutions in Winning the Patient Access Game: 7 Ways Provider Groups Can Deliver More for Less with Centralized Scheduling, or contact us for a demo of best-in-class Dash.