Prescreen Checklist for Staff to Review with Patients

Wondering what to say when you prescreen patients for appointments as you reopen your practice? Use this checklist.

Posted in Practice Matters on Tuesday, May 19, 2020

Whether you’ve remained open during the COVID-19 crisis or are reopening, it’s likely the way your practice operates has changed in the last couple of months. You’re more mindful of little things that can have a big impact on the health and safety of your staff and your patients.

One of the questions that came up quite a lot during our recent webinar series was:

“What should I ask in prescreen calls?”

We’ve developed a sample prescreen checklist that includes some of the questions and answers you might find useful as you speak to patients. This is simply a guideline, a template that you can tweak so that it fits your practice environment. Add, delete or change as you see fit. If you use a similar document it might be a good idea to save the responses in the patient’s file. As we hear so often – document, document, document.

Stay safe!

Resources by Topic

Knowledge to keep you sharp

Whether you're looking for articles, videos, resources, or tools on the business aspects of starting or growing a chiropractic practice, we're here for you.

Building Bridges with Other Health Professionals Webinar | Practice Matters Strategies for building your practice by developing solid relationships with other healthcare professionals.

Take These 3 Cybersecurity Steps to Help Protect Your Practice Article | Practice Matters You don't have to be technologically savvy to help protect your practice against hackers. Know what to watch for, then take these three steps to preve...

Patients – Finding Them and Keeping Them Podcast | Practice Matters Episode 2 is all about patients. Finding them, building relationships with them, and eventually, enlisting them to help grow your practice.

Checking Patients for Fever: What's Too High? Article | Practice Matters As many guidelines create special conditions for people with fevers, the question arises: How high does a temperature have to be to be considered a tr...