Pediatric Practice Patient Flow Protocol

Standardized Workflow for Optimal Patient Care and Practice Efficiency

Pediatrics

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Template Content

Last updated: Mar 24, 2025

Pre-Visit

Appointment Scheduling

  • Screen for urgency/acuity
  • Collect basic demographic/insurance information
  • Send appointment reminders (24-48 hours prior)
  • Direct urgent cases to appropriate care level

Pre-Visit Documentation

  • Update electronic health records
  • Verify insurance eligibility
  • Review due/overdue screenings or vaccinations
  • Check for outstanding balance

Patient Arrival

Check-In Process

  1. Greet patient/family
  2. Verify identity and insurance
  3. Collect copayment
  4. Update contact information
  5. Obtain signed consent forms
  6. Document arrival time

Waiting Room Management

  • Target wait time: ≤15 minutes
  • Separate well/sick waiting areas
  • Provide age-appropriate activities
  • Monitor waiting room capacity

Clinical Flow

Initial Assessment

  1. Vital signs and growth measurements
  2. Chief complaint documentation
  3. Medical history review
  4. Medication reconciliation

Provider Examination

  • Review patient history
  • Conduct physical examination
  • Order necessary tests/screenings
  • Document findings
  • Provide patient education

Post-Examination

  1. Complete orders/prescriptions
  2. Schedule follow-up appointments
  3. Provide visit summary
  4. Update immunization records

Check-Out

Administrative Tasks

  • Process payments
  • Schedule follow-up visits
  • Provide educational materials
  • Confirm understanding of care plan

Documentation Completion

  1. Finalize visit notes
  2. Complete billing documentation
  3. Send prescriptions
  4. Generate referrals if needed

Quality Metrics

Time Targets

  • Check-in process: 5-7 minutes
  • Waiting room: 10-15 minutes
  • Clinical assessment: 10-12 minutes
  • Provider time: 15-20 minutes
  • Check-out process: 5-7 minutes

Monitoring and Adjustment

  • Track patient satisfaction
  • Monitor wait times
  • Review bottlenecks
  • Adjust staffing as needed

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