Sort Visit Prep Work
Sort visit tasks into pre-visit planning, rooming, clinician visit, and discharge follow-through.
Place each task in the stage where it prevents the most downstream rework. Pre-visit planning Rooming Clinician visit Discharge follow-through Confirm interpreter need and schedule support Request outside cardiology note before the appointment Reconcile medication list with the patient Ask for the patient's top concern for today's visit Adjust treatment plan based on exam and diagnosis Discuss clinical risks and benefits of a new medication Schedule follow-up and confirm the patient can state the plan Give referral instructions and verify where the patient should call
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