If you’re in a patient-facing role at your practice, here’s a scenario you probably know all too well. A patient arrives at the office, right on time for their prophy (don’t laugh). You check them in, they visit with the hygienist and the doctor, and then stroll out the door. Two minutes later, it hits you. You forgot to ask them about [fill in an important question here]. Aghh. We get it – it’s hard – there are a million things happening at once, and inevitably something slips through. RevenueWell is here to help you eliminate these frustrations and production snafus with our new daily task list feature.

Essentially, the task list is a report of those things you don’t want to forget to ask or call attention to. It’ll help you bring up past-due accounts, know who still needs to be set up on recall… congratulate the birthday boy or girl. Armed with the daily task list, you’ll find yourself quickly getting better at managing patient relations, and equipped with the right information from the patient for future interaction.  

google appointment scheduling

Being on top of this sort of information also enables you to maximize the value of every patient within your practice. For example, think about how much production is lost annually when one or two members of a patient family aren’t as good at coming in for their appointments as others. The task list allows you to apply this gentle pressure in person so these patients return to see you.

Your task list also extracts from your PMS any scheduled patient not currently set up on recall. We don’t have to tell you how important it is to classify perio properly, right? It’s easier on the patient while they’re sitting in the chair, better for their health, and better for production. The genius of this task list is it finds these data holes for you so you don’t have to go looking for them, and allows you to act on them immediately. A task list can help improve your practice’s command over its data, which directly contributes to growth.

Since the rollout, we’ve been getting a lot of feedback from practices about how the RevenueWell task list is already making a difference in how they begin and end their day. And, being able to say happy birthday to a patient coming to see you on their special day? Well, that’s just the icing on the cake, as they say!

Have questions about how this works? Get a quick demo of RevenueWell today!

By Josh Lee