Speech Therapy Patient Flow Protocol Template

1. Pre-Appointment Procedures

Patient Registration

• Collect demographic information
• Verify insurance and benefits
• Document referral source
• Obtain medical history forms
• Schedule initial evaluation

Documentation Preparation

• Create patient file
• Review referral documentation
• Prepare assessment forms
• Set up EMR access

2. Initial Visit Protocol

Check-in Process (15 minutes prior)

• Complete remaining paperwork
• Verify insurance card
• Collect copay
• Update HIPAA forms

Initial Evaluation (60 minutes)

1. Clinical Interview (15 minutes)

   • Chief complaint
   • Medical history review
   • Current symptoms

2. Assessment (30 minutes)

   • Standardized testing
   • Observational assessment
   • Functional communication evaluation

3. Plan Development (15 minutes)

   • Treatment goals establishment
   • Frequency recommendation
   • Home program design

3. Follow-up Sessions

Regular Session Flow (30-45 minutes)

1. Brief check-in (5 minutes)
2. Treatment implementation (20-30 minutes)
3. Progress documentation (5 minutes)
4. Home program update (5 minutes)

4. Discharge Process

Discharge Criteria

• Goals achieved
• Plateau reached
• Insurance limitations
• Patient request

Final Documentation

• Discharge summary
• Progress report
• Recommendations
• Referral coordination if needed

5. Quality Assurance

Documentation Standards

• Same-day SOAP notes
• Weekly progress updates
• Monthly reviews
• Insurance documentation

Performance Metrics

• Cancellation rates
• Patient satisfaction
• Outcome measures
• Productivity standards