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LH Simple Chart Purge System
Posted by: Brian on Monday, September 05, 2005 - 11:13 AM
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705 Reads
General Description
The conventional wisdom for years among dental consultants has
been to do a periodic "chart purge" to deal with
patients who have not been seen recently enough to be considered
"active" - to reactivate those who can be reactivated,
and to retire, or "purge", the charts of those who can't be. In an office with
paper charts, this process is often aided by affixing a sticker
to the chart that indicates the last year (and sometimes month)
that the patient was seen. While this manual system no doubt does
SOME good, it has numerous problems: the time of putting the
stickers on the charts, the fact that each chart has to be
manually reviewed to see what the status is, the fact that it
would be pretty difficult to send a letter to the
"reactivation candidates", and worst of all, it's very
unlikely to be done on a regular basis.
This document describes a simple system for
identifying and contacting these patients. It's to be run every
Monday (along with the other Lighthouse systems that are designed
to be run every Monday) to send a reactivation letter. It can
also be run at any time to "clean up" inactive
patients, by calling them and either reactivating them
or inactivating them. Marking a patient's Clipboard
"Inactive" is the only way to drop someone from the
system.
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The Business side of things: Mass Mailing to "Everyone" in Your Practice
Posted by: Brian on Wednesday, December 08, 2004 - 10:03 PM
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1087 Reads
Over the years, one of the most frequent requests is for a way
to "mail something to everyone in the
practice". "Something" could be a Thanksgiving or
other holiday greeting, a notice of change in address, a notice
of a new doctor joining the practice (or an old one leaving),
etc. But with just a little questioning, it always becomes
apparent that the person doesn't really want to mail to everyone
in the practice - it's usually just one person per family, and
only if they're active. While there is no fool-proof way to do
this, this article describes a way that will be almost
100% accurate, and provides a Contact Expert and some PW
documents to make the job easy.
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