You’ve scheduled your first patient.  But that's only the first step in getting them  to that first visit. You need a new patient packet. 

The new patient packet has two purposes:

• To collect information from the patient
• To provide information to the patient

There are several ways in which your patient can access the new patient packet:

• Through your EMR's patient portal
• On your website
• On your Facebook business page
• A physical, printed folder

What goes in the new patient packet?

• Information you get from the patient
  •  Registration form
  • Insurance information
  • Patient questionnaire and history intake form
  •  Medical records release form on file
  • Release of information form
• Information you give to the patient
  • A comprehensive financial policy statement
  • Credit card on file policy  
  • HIPAA policy statement
  • Controlled substance agreement 
  • Patient responsibilities form
  • Brochure with a practice overview and provider bio(s)
  • Educational materials
  • Directions to your office

The two key takeaways from this episode are that a professional, comprehensive new patient packet will help

1. You and your practice make a great first impression
2. Improve your practice’s workflow

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