Screenshot of two pages from Ensource's Pre Visit Planning Checklist

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Pre Visit planning checklist

Looking to enhance your practice's efficiency and productivity, ensuring timely note signatures without compromising patient care? Enter your work email below to automatically receive this free pre-visit planning checklist directly in your inbox.

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Screenshot of the cover of Ensource's Pre Visit Planning Checklist

Why use our Pre visit planning checklist?

Streamline your workflow, ensure accurate patient documentation, and optimize care delivery for enhanced practice efficiency and patient outcomes. Benefits include:

  • Efficient Template Utilization: Ensures notes are created using the appropriate template based on the appointment type, guiding providers to select the most relevant documentation format efficiently.

  • Comprehensive Patient Review: Facilitates a thorough review of previous visits, allowing for the addition of new or chronic conditions to the problem list, ensuring accurate and updated patient histories for better care continuity.

  • Streamlined Assessment & Plan Creation: Simplifies the process of copying chronic conditions and assessments from previous visits, minimizing errors, and ensuring a consistent approach to treatment planning.

Who will benefit from using our pre visit planning checklist?

  • Clinical Documentation Improvement (CDI) Specialists: Enhance accuracy in documentation and coding, leading to improved reimbursement and compliance.

  • Chief Medical Officers (CMO): Streamline patient care processes, ensuring thorough evaluations and treatment plans.

  • Health Care Advisors: Facilitate comprehensive patient assessments, supporting informed decision-making and care coordination.

  • Health Care Managers: Improve workflow efficiency and productivity, optimizing resource allocation and patient outcomes.

  • Clinic Managers: Enhance practice efficiency and care continuity, supporting effective patient management and staff coordination.

    And more!

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