Cardiology Practice Patient Flow Protocol

1. Pre-Visit Management

Patient Registration

• Verify insurance and pre-authorizations
• Collect previous medical records
• Complete electronic health questionnaires
• Schedule diagnostic tests if needed

Pre-Visit Documentation

• Review patient history
• Check prior test results
• Verify medication list
• Identify required diagnostic equipment

2. Check-In Process

Reception Protocol

1. Verify patient identity
2. Update insurance information
3. Collect copayments
4. Update contact information
5. Obtain signed consent forms

Initial Assessment

• Vital signs measurement
• Weight and height recording
• Basic EKG if ordered
• Brief symptom review

3. Clinical Flow

Medical Assistant Tasks

• Record chief complaint
• Document current medications
• Note allergies and reactions
• Prepare examination room

Physician Examination

• Patient history review
• Physical examination
• Diagnostic interpretation
• Treatment planning

4. Testing and Procedures

Diagnostic Testing

• Echo scheduling
• Stress test coordination
• Holter monitor setup
• Blood work orders

Documentation Requirements

• Complete encounter notes
• Update problem list
• Document care plan
• Record follow-up instructions

5. Check-Out Process

Post-Visit Management

1. Schedule follow-up appointments
2. Provide written instructions
3. Process referrals
4. Arrange diagnostic testing

Documentation Completion

• Finalize clinical notes
• Complete billing documentation
• Process test orders
• Schedule follow-up care

6. Quality Metrics

Time Management Goals

• Check-in: ≤ 10 minutes
• Waiting room: ≤ 15 minutes
• Clinical encounter: 20-30 minutes
• Check-out: ≤ 10 minutes

Performance Monitoring

• Track patient wait times
• Monitor room turnover
• Evaluate staff efficiency
• Review patient satisfaction