Comprehensive Plastic Surgery Patient Flow Protocol

A Standardized Approach to Patient Management and Clinical Efficiency

Plastic Surgery

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Template Content

Last updated: Mar 24, 2025

1. Pre-Arrival Process

Initial Contact

  • Schedule consultation appointment
  • Send digital intake forms
  • Provide pre-visit instructions
  • Request relevant medical records

Documentation Requirements

  • Complete medical history
  • Current medications list
  • Previous surgical history
  • Medical photographs (if applicable)
  • Insurance verification (if applicable)

2. Check-In Protocol

Reception Area

  • Verify patient identity
  • Collect remaining paperwork
  • Update insurance information
  • Collect copayment/deposit
  • Estimated wait time communication

Initial Assessment

  • Vital signs measurement
  • Height and weight recording
  • Basic health screening
  • Photography consent forms

3. Clinical Evaluation

Medical Assistant Tasks

  • Review reason for visit
  • Document current medications
  • Take clinical photographs
  • Prepare examination room

Surgeon Consultation

  • Physical examination
  • Treatment planning
  • Risk assessment
  • Patient education

4. Treatment Planning

Financial Consultation

  • Cost estimate review
  • Payment options discussion
  • Insurance authorization (if applicable)
  • Scheduling surgery date

Pre-operative Planning

  • Medical clearance requirements
  • Pre-operative instructions
  • Post-operative care planning
  • Medication adjustments

5. Check-Out Process

Documentation

  • Schedule follow-up appointments
  • Provide written instructions
  • Document treatment plan
  • Process surgical booking

Patient Resources

  • Educational materials
  • Emergency contact information
  • Post-care instructions
  • Prescription processing

6. Quality Assurance

Follow-up Protocol

  • 24-hour post-consultation call
  • Patient satisfaction survey
  • Documentation review
  • Care coordination

Compliance Measures

  • HIPAA documentation
  • Informed consent verification
  • Medical record completion
  • Insurance requirements

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