How Fast Case Management Can Improve Service and Retention in Your Chiropractic Healthcare Practice
- Ed Petty
- Apr 8
- 2 min read
Start Each Day with Service First
Do you want a fast, simple, and very effective procedure that
Improves patient retention
Improves patient referrals
Improves patient service
Improves team coordination and morale?
Case Management Meeting Procedure
Meet with your team about 20 minutes before you see the first patient each morning. Review the patients individually that are coming in that day. You may not need to go over every patient, especially if you have a full book.
Discuss each patient and what the goal of their next visit should be. Do they need therapy or rehab procedures? What kind? Is it time for their progress exam? Did they voice a concern to a team member that you need to know about? Do they need another financial consultation or educational materials? Should they bring in their spouse?
You can also discuss new patients – what do we know about them? Who referred them? Are we all looking forward to meeting them?
More Than Case Management - Keeping It Fun.
Aside from case management, the morning meeting helps get the day started. Everyone can see how each other is doing, say Hi, and be on deck all set for the day.
I have seen offices do short exercises, such as a plank or wall sit exercise. I have done it with them!
I have seen jokes told. For example, everyone is assigned a spot on the Bad Dad Joke Rotation. One joke per day. The most awful joke for the week (the best one) gets free lemon and beat juice!
You can also set reasonable goals for the day – new patients, visits, case completions, etc.
You can add a motivational quotation or review the mission or a core value.
I have personally seen this applied in many offices. One chiropractic office did this procedure in the morning and then again before the afternoon crowd came in after lunch.
Assign this as a procedure to your manager, case manager, or front desk coordinator. But make sure you support it 100%.
I have seen case management meetings work for a few months and then, like many procedures, fall by the wayside.
It only works if it is done.
In the end, everything we do is to help each patient reach their goal of better health, and this is the ultimate goal of case management meetings.
Carpe futurum! (Seize the Future)
Ed
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