Closing the Loop with Office Systems: Lab, Test and Consult Tracking, and Appointment Management

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30 Apr

Closing the Loop with Office Systems: Lab, Test and Consult Tracking, and Appointment Management

Closing the Loop with Office Systems: Lab, Test and Consult Tracking, and Appointment Management

Wednesday, April 30, 2025 (12:00 AM to 11:59 PM)
1 PDCs
Provider: MGMA State Chapters
Course Name: Closing the Loop with Office Systems: Lab, Test and Consult Tracking, and Appointment Management

Speaker: Debra Kane Hill, MBA, RN, CPPS, CPHRM
Program Type: Videoconferences, webcasts, audiocasts, podcasts, eBooks, self-directed E-Learning
Registration URL: https://ahint.zoom.us/webinar/register/WN_ZsZo2jLhTkSn7vUOQgj1Sw?_ics=1742562204122&irclickid=~d5~b9839-25YZ48-9~flc5637aef8YRHxonuvklia6ZURKJDvolc&_gl=1*qs2hdb*_gcl_au*Mzg3MTUzMjYuMTczNjM0NDM5NQ..*_ga*MzYzNzk3NzIwLjE3MzYzNjgzNzQ.*_ga_L8TBF28DDX*MTc0MjU2MjEwMC44Ni4xLjE3NDI1NjIyMDQuMC4wLjA.#/registration

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Establish follow-up systems for tracking labs, tests, and consultations with specialists Conduct an accurate inspection of medical records and other documentation to “close the loop” on patient appointments, telephone encounters, and services Construct strategies designed to monitor common areas of risk known to generate claims within the medical office setting

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Ensuring patient safety and mitigating risks in the ambulatory care environment are paramount. One fundamental concept is the implementation of robust office systems designed to "close the loop" and prevent patients from falling through the cracks. This presentation delves into two prevalent sources of claims in medical practice settings: the failure to track labs, tests, and consultations, and the mismanagement of appointments. These issues often lead to missed and delayed diagnoses, which are the primary causes of patient harm in ambulatory care. Presented by The Doctors Company, this program offers practical tips on implementing effective systems in your practice. Through a review of closed claims, we will highlight common failures and provide actionable strategies to enhance patient safety. Key Strategies Include: 1. Automated Tracking Systems: Implement electronic health record (EHR) systems that automatically track and flag outstanding labs, tests, and consultations. 2. Appointment Management Protocols: Develop standardized procedures for scheduling, rescheduling, and following up on appointments to ensure no patient is overlooked. 3. Diagnostic Order Reconciliation: Establish a reconciliation process to verify that all diagnostic orders are completed and reviewed in a timely manner. 4. Staff Training and Accountability: Conduct regular training sessions for staff on the importance of closing the loop and assign specific responsibilities to ensure compliance. 5. Patient Communication: Enhance communication channels with patients to keep them informed about their test results and follow-up appointments. 6. Audit and Feedback Mechanisms: Regularly audit office systems and provide feedback to staff to continuously improve processes and prevent errors. Join us to learn how to implement these strategies and create a safer, more efficient ambulatory care environment.