Concierge Medicine Appointment Scheduling Protocol

Streamlined Scheduling Template for Enhanced Patient Access

Concierge Medicine

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Template Content

Last updated: Mar 24, 2025

Purpose

To establish a standardized appointment scheduling system that maintains the high-touch, personalized care promise of concierge medicine while ensuring efficient practice operations.

Appointment Types and Duration

Regular Appointments

  • Standard Visit: 30-45 minutes
  • Annual Physical: 60-90 minutes
  • Same-Day Sick Visit: 30 minutes
  • Virtual Consultation: 20-30 minutes

Special Appointments

  • After-Hours Access: Per membership agreement
  • Home Visits: 60 minutes (including travel time)
  • Executive Physical: 120 minutes

Scheduling Guidelines

Daily Schedule Structure

  1. Reserve 2-3 slots daily for same-day appointments
  2. Maximum 8-10 patient encounters per day
  3. Buffer 15 minutes between appointments
  4. Schedule administrative time daily (1 hour)

Priority Levels

  1. Emergency: Immediate response required
  2. Urgent: Same-day appointment
  3. Routine: Within 1-2 days
  4. Preventive: Within 1 week

Communication Protocols

Appointment Confirmation

  • Send initial confirmation immediately
  • Follow up 48 hours before appointment
  • Final reminder 24 hours before appointment

After-Hours Protocol

  1. Direct cell phone access for emergencies
  2. On-call schedule for routine after-hours care
  3. Clear documentation of all after-hours encounters

Special Considerations

Member Status Verification

  • Confirm membership status before scheduling
  • Verify service coverage level
  • Update contact information at each encounter

Scheduling Staff Guidelines

  • Maintain detailed patient notes
  • Document special requirements or preferences
  • Track appointment history and patterns
  • Monitor scheduling metrics monthly

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