Maximizing Clinic Efficiency
Strategies for Smoother Workflows
Tangible Take Homes


Reducing Admin Burden
Start charging for Rx Renewals. The evidence is unequivocal. If not sure how to start, PatientSERV can help.
- Have a standardized universal fee guide for your Uninsured Services. Again, PatientSERV can help.
Set up an online submission portal, as was demonstrated. You can begin small, even just for Rx Renewals to start.
Standardize workflows for uninsured forms, including define what big ticket items do not get released until payment is received.
Start offering Block Fees. The simplicity of one transaction per year adds even more efficiency.
Book a demo with PatientSERV. (Offload admin work to them and generate more revenue for work already being done).
Managing Patient Expectations
- Make a list of policies you wish you had.
- Draft those policies. Align and agree as a group.
- Enforce policies. Exceptions should be rare.
If you don’t already have a website, start one.
Communication with Patients
- Ensure your clinic has the tools for messaging patients back-and-forth individually.
- Ensure your clinic has the tools to perform mass emails
If you use TELUS PS Suite EMR, consider starting a “2-click email patient results” tool, as demonstrated.
Book “Peer Leader” sessions with OntarioMD (Free for doctors in Ontario). They can help bring your EMR and communication tools to the next level.
Scheduling & Triage
Carve out the first 30-60minutes of your morning to NOT see live patients. Use it for the morning rush and triaging messages, etc.
Calculate Your Supply vs Demand (Number of appointments required per each day of week on average). (How many diabetics do you have? Account for that number).
In your EMR schedule, look forward over the next year and carve out the 1-2 days after vacations as “Same Day Access”.
Look at your Schedule this coming week (or last week). What visits do NOT require to be IN PERSON? Start with 1 type and develop a workflow with your staff for future.
Implement your own “Skin Spot workflow” with your staff.
Start Online Booking (with caution! as discussed). The companies that offer this technology have the support to get started.
Adjunct Technologies
Book a Demo with PatientSERV and explore. See what you may be missing out on.
- Book a Demo with one of the Adjunct Technology companies and explore.
Sign Up for an AI Scribe (Free Trial) and equip your exam rooms with speakers. Just try it for your next few visits.
Sign up for ChatGPT and/or Perplexity, and use it in a clinical context this week.
Patient Education & Self-Management
- Start a website for your clinic. Even the most basic type, then build upon it with time.
Ensure you have handouts/resources for the most common topics (in EMR and/or website). Continue to add to your library with time.
Clinic Culture
Carve out and Schedule monthly meetings with your staff. Have your Lead Staff member organize, track agenda, and Chair the meeting.
Identify one task or decision that you can offload from your responsibilities and empower a delegate to take on. Repeat this monthly.