In this episode, I discuss how the clinical team can help improve the closing rate for recommended treatment and scheduling patients. I emphasize the importance of having the necessary information and verbal skills to answer patient questions and address their concerns. I provide two options for documenting the diagnosis: using the procedure note or including it in the clinical note. Both options help the treatment coordinator provide accurate and timely information to patients, increasing the chances of scheduling treatment.

Takeaways:

👉Treatment planning and management is a team effort that involves both the clinical and admin teams.

👉Having the necessary information and verbal skills to answer patient questions is crucial for improving the closing rate.

👉Documenting the diagnosis in either the procedure note or clinical note helps the treatment coordinator provide accurate information to patients.

👉Consistency in documenting the diagnosis is important for easy access and reference.

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