Transitioning Patient Follow-Ups to Your Support Team Without Losing Quality Care | Medical Monday - Ep 80

11 Min Listen

In this episode, I'm diving into a crucial aspect of scaling your medical practice: transitioning patient follow-ups from the provider to other staff, like RNs or support teams. One of the biggest bottlenecks clinics face is the belief that the provider needs to see every single patient, every single time. While the provider does need to see the patient initially and sign off on treatments, it's not necessary for them to handle every follow-up in person.

I will walk you through how we set expectations from the start at Genesis Lifestyle Medicine. Patients interact with various team members—front desk staff, clinic directors, and sales teams—before the provider steps in to review their case. This approach allows the provider to focus on critical aspects of care while ensuring the patient is well taken care of by a trained support team.

We'll also explore asynchronous visits, where non-controlled substances are involved, and the provider can review the patient's chart and approve treatment without a face-to-face visit. This method is particularly effective in areas like weight loss therapy, where follow-ups can be managed by support staff, with the provider stepping in only when necessary.

Welcome to The Spinoso Podcast hosted by CEO, doctor, comic book geek, and car guy, Alex Spinoso. I help people and companies grow - especially in the medical business. While my experience and expertise is in scaling all types of medical businesses to 7, 8, 9-figures or more, I can be a mentor to anyone who wants to take ownership of their lives, become a better leader at home and at work, and overcome any obstacle that stands in their way.

(0:00) - Intro

(1:27) - Transitions

(4:39) - Follow-ups

(6:08) - Major clinic questions

(6:45) - Scheduling

(8:12) - Controlled substances

(8:45) - Scaling

(9:50) - Conclusion

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