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, exactly as promised.

In the E-Myth Mastery Impact! program, the Practice Plan is referred to as the Controlling Calendar, and is learned in the module on Management. Contact us today to learn more about what the Mastery Impact! program can do for you.

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

  1. What are the expectations of my patients?
  2. What are the expectations of my administrators?
  3. What are the expectations of my nurses and technicians?
  4. What are the expectations of my staff?


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