Concierge Medicine Patient Flow Protocol

Pre-Visit Protocol

Appointment Scheduling

• Schedule 30-60 minute appointment slots
• Confirm patient membership status
• Document chief complaint and specific concerns
• Send pre-visit questionnaire 48 hours before appointment

Day Before Visit

• Personal call to patient confirming appointment
• Review pre-visit questionnaire responses
• Prepare personalized welcome package
• Update EMR with recent test results

Day of Visit Protocol

Patient Arrival

1. Immediate greeting by dedicated concierge coordinator
2. No wait time exceeding 5 minutes
3. Escort to private consultation room
4. Offer refreshments

Clinical Assessment

1. Medical assistant intake (10 minutes)
   • Vital signs
   • Medication reconciliation
   • Basic health updates
2. Physician consultation (30-45 minutes)
   • Comprehensive review of concerns
   • Preventive care discussion
   • Treatment planning

Post-Consultation

1. Same-day test scheduling if needed
2. Medication coordination with preferred pharmacy
3. Provide written care plan summary
4. Schedule follow-up appointments

Post-Visit Protocol

Within 24 Hours

• Personal follow-up call
• Test result coordination
• Specialist appointment scheduling if needed

Within 72 Hours

• Care plan implementation check
• Patient satisfaction survey
• Update patient portal with visit summary

Quality Metrics

Monitor Daily

• Wait times
• Visit duration
• Same-day request fulfillment
• Patient feedback scores

Monthly Review

• Patient satisfaction trends
• Care plan adherence
• Access metrics
• Service level achievements