You are not currently logged in. (Login or Register)

The E-Myth Physician: The Practice Plan

The Practice Plan includes everything a Doctor needs to know, have, and do in order to deliver his or her promise to a patient on time, every time.

In the E-Myth Mastery Program, the Practice Plan is known across industries as the Controlling Calendar, and is learned in Module 4 on Management.

Patient: Cecille Stryker, 675 Highwater Way, Novato, CA 94946 (415) 555-1234
Appointment: Annual Checkup
Doctor: Dr. Sandra Levitt

Day	Staff	Action Item	Materials/Supplies
3 weeks prior	Receptionist	Notify patient that it's time to schedule Annual Checkup Schedule appointment Confirm contact information Send appointment reminder postcard to patient	Computer, time management software, telephone, pens, pencils, postcards, stamps, address labels, etc.
3 days prior	Receptionist	Confirm appointment with patient	Computer, time management software, telephone, pens, pencils, etc.
2 days prior	Receptionist	Pull patient's records and give to Doctor	Computer, time management software, patient records, Future Action Notice, etc.
1 day prior	Doctor	Review patient records and evaluate any special needs or concerns Return patient records to Receptionist	Patient records, pens, Future Action Notice, etc.
day of (pre exam)	Receptionist	Greet patient Confirm insurance information Notify Doctor	Computer, time management software, patient records, Future Action Notice, etc.
day of (during exam)	Doctor	Conduct exam Note any conditions requiring future appointment/care on Future Action Notice Note test results consultation on Future Action Notice	Medical instruments, patient records, pens, Future Action Notice, etc.
day of (post exam)	Doctor	Return Patient Records w/ Future Action Notice to Receptionist	Patient records, Future Action Notice, etc.
day of (post exam)	Receptionist	Schedule any action items noted on Future Action Notice Initiate billing process	Computer, time management software, patient records, Future Action Notice, etc.
1 week after exam	Medical Technician	Create 2 test results reports and route to Doctor	Computer, reporting software, patient records, Future Action Notice, etc.
1 week after exam	Doctor	Review test results Make scheduled call to patient to discuss test results, and notify patient that they will receive a copy of the results via mail Refer to receptionist if follow-up is required Route one copy of test results to Receptionist	Computer, time management software, patient records, test results report, Future Action Notice, etc.
1 week after exam	Receptionist	Mail test results report to Patient Schedule follow-up exam or call from Doctor if necessary Cue next annual checkup procedure with time management software	Computer, time management software, telephone, patient records, test results report, pens, pencils, stamps, address labels, etc.

The Need-to-Know Checklist

What are the expectations of my patients?
What are the expectations of my administrators?
What are the expectations of my nurses and technicians?
What are the expectations of my staff?

Home Media Center Contact Us Privacy Help