Comprehensive Endocrinology Patient Flow Protocol

1. Pre-Visit Preparation

Documentation Requirements

• Complete medical history
• Recent lab results (HbA1c, TSH, etc.)
• Prior imaging studies
• Medication list
• Insurance verification

Appointment Types

• New patient: 60 minutes
• Follow-up: 30 minutes
• Urgent care: 20 minutes
• Diabetes education: 45 minutes

2. Patient Check-In Process

Reception

1. Verify patient identity
2. Update insurance information
3. Collect copayments
4. Provide necessary forms
   • Medical history update
   • HIPAA forms
   • Consent forms

Initial Assessment

1. Vital signs
2. Height and weight
3. Basic metabolic screening

3. Clinical Flow

Medical Assistant Tasks

• Record vital signs
• Document chief complaint
• Review medications
• Prepare patient for examination

Provider Examination

1. Review patient history
2. Physical examination
3. Lab result discussion
4. Treatment plan development

4. Special Considerations

Diabetes Management

• CGM data download
• Insulin pump review
• Blood glucose log review

Thyroid Procedures

• FNA preparation
• Ultrasound scheduling
• Biopsy coordination

5. Check-Out Process

Documentation

• Complete visit summary
• Update care plan
• Schedule follow-up

Patient Education

• Provide written instructions
• Schedule diabetes education
• Coordinate with specialists

6. Quality Metrics

Time Management

• Check-in: 10 minutes
• Clinical assessment: 15 minutes
• Provider time: As scheduled
• Check-out: 10 minutes