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Growth | Task Management

 In chiropractic billing, chiropractic patient experience, chiropractic software

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One of Those Days

Will disorganized task management derail efficiency at Dr. Ben’s practice?

It was just going to be one of those days; it was only 10:15 am and Ben’s teeth were already on edge. He and Luisa seemed to be bumping into each other all morning and it was slowing everyone down.

“Excuse me, Dr. Wilson, do you know where the office supply order list is?” asked Luisa. “I was going to take care of that this morning.”

“Oh, I gave it to Pam yesterday afternoon so that she could add whatever she needed,” said Ben.

“But she’s not in on Wednesdays and I need to get the order in today or else we’re going to run out of stuff we really need!” Luisa huffed.

“I’m really sorry, Luisa,” Ben said. “I didn’t realize you already had a procedure in place for the ordering. I’ll go check Pam’s desk to see if I can find the list.”

Later that morning: “Luisa, I can’t find my call list for last week’s patients,” Ben said. “You know I like to follow up with the most critical cases so that I can make sure they’re feeling better.”

“You were so swamped with patients on Monday that I took care of the calls,” said Luisa. “I should have let you know – I’m sorry. Yesterday I emailed you the information on the patients I was able to reach.”

Finally, mid-afternoon: “Dr. Ben, I’ve looked everywhere for the test results for last week’s patients so that I can scan them and attach them to the proper patient records,” said Luisa. “Do you know where they are? I blocked out a couple of hours this afternoon to take care of that.”

Ben looked down at his feet. “I’m so sorry, Luisa, I took them home last night so that I could check on a couple of patients who may need adjustments to their care plans,” he said. “This morning was crazy at my house – the records are locked up in my home office.”

The two eyed each other warily.

“We’ve been getting in each other’s way all day,” said Luisa. “This is definitely a case of the left hand not knowing what the right is doing.”

“I know, we’ve wasted so much time searching for missing forms and files,” admitted Ben. “As long as we’ve worked together, it’s still impossible to know who is supposed to do what, and when. There are so many tasks that need to be accomplished – some every day, some for each patient – and the sheer volume makes it difficult to keep track of everything.”

“It would be great if we could know just by looking at our computers what needs to be done, by what date it needs to be done and who is responsible for making it happen,” mused Luisa. “That would save us so much time and aggravation.”

Could Dr. Ben’s practice be performing better with a more efficient and transparent task management system?

Disclaimer: For HIPAA compliance, all characters appearing in this post are fictitious. Any resemblance to actual persons or actual events is purely coincidental.

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Showing 8 comments
  • Josh Wolf

    Uh oh, Dr. Ben is committing a cardinal sin of business; he’s unorganized. That’s why using a practice management system with built in reminders and an efficient scheduler can be a lifesaver for Dr. Ben’s practice. Hope he makes up his mind soon before things spiral completely out of control.

  • Heather Miller

    A ticketing system that is integrated with his practice management software would allow Dr. Ben and Luisa to easily keep track of who needs to do what and when. Also by keeping everything in one place you don’t have to worry about about leaving a file somewhere as you can access everything from anywhere.

  • Jason Barnes

    I love dealing with passionate practice owners who are genuinely making differences in the lives of their patients. When interacting with driven individuals who are so focused on the big picture, it has been my experience that some things, even important business tasks can fall through the cracks. These missed chances to connect with a patient, correct a billing error, or the duplication of efforts always catch up and leave their marks. The frustration that remains is often left undiagnosed, but can often times be traced back to a lack of tracking and control over the many little things that add up to a successful practice.

  • Charles Pritchard

    With a full practice management solution that not only provides a workflow process that assigns tasks to the appropriate staff members, but also shows a provider at a glance the health of the practice, Dr. Ben’s practice could be operating at a more efficient level. I work with dozens of providers who have been able to spend more time treating their patients and less time trying to figure out if the right hand is keeping up with the left hand.

  • Robin Kortman

    I work with many providers whose first priorities are treating patients, but understand that so many additional task that have to be completed in addition to treating and caring for their patients. This is where they become overwhelmed not knowing the what, when and how, by using a practice management solution providers and staff at a glance can see how the office is performing and tasks can be assigned to specific staff members and providers the ability to track completion.

  • Michelle Corrigan

    Unfortunately, the chaos is Dr. Ben’s office is not uncommon. Dr. Ben and his staff are spending more time identifying what needs to be done and who should do it than they spend completing each task. A practice management system that specializes in workflow would eliminate that. How much more time cold they spend with their patients if the tasks were brought to the person responsible on a daily basis?

  • Candace Coleman

    Without a process to create, assign, and manage tasks in Dr. Ben’s office him along with the staff will continue to become more frustrated and less efficient. There is no organization and more importantly zero accountability here. I work with practices that are committed to utilizing Workflow to create and track tasks – this gives the practice owner as well as staff the peace of mind knowing nothing has been forgotten or lost. Implementing Workflow has helped my clients spend MORE time treating patients and growing their practice and less time chasing paper files. What a waste of time!

  • Tim Helfinstine

    Dr.Ben seems to be suffering from a lack of task management and organization. Having to follow up on the administrative tasks of the office takes him away from his primary function which is the treatment and care of his patients. We all know that as a provider and business owner, the doctor has a dual responsibility to handle and oversee both aspects of the office.
    Utilizing a management system that will alleviate the question of “who is doing (or not doing) what” will greatly improve his ability to focus on patient care.

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