Q2: Using Tools in OP to Fill Your Schedule


Since COVID Hit...

Broadly sourced data shows that pediatric visits declined by around 27%. Isolated to determine the impact on Sick Visits vs. the impact on Well Visits, Sick Visits experienced a decline of about 40%.

During Q2, the focus of the Pediatric Success Series is to provide your practice with some recovery tactics and resources to turn this around by filling your schedules. You already have the power and the tools in OP to help you do this!  Expand the sections below to learn how!


5/18/2021 Webinar Recording & Resources: Fill Your Pediatric Practice Schedule!

Video Tip: Jump to sections in the video by clicking the dots along the play bar or by clicking  to view and jump to a specific section.

  Slide Deck   |     Sample Letters   |     Webinar Q&A

Do You Want Fries With That? Optimizing Your Practice Schedule

Check out this PediaTricks Podcast episode where Dr. Suzanne Berman talks about how to supersize your office visits!

6 Strategies to Improve Well Visit Rates

Well visits are essential to high-quality patient care, but they are also crucial for your practice’s financial health. If you want a successful business, you must know where you stand when it comes to well visits. And in most cases, you’ll find that you have an opportunity to improve.

How? By using a multi-stakeholder practice team, you can review your data, set a goal, and get to work. Here are six strategies to improve your well visit rates.

Run Recalls: Demographic Analysis and Recall (DAR) or SQLs, the Choice is Yours

Patient recalls are one way to ensure that patients who have health needs requiring follow-up and patients who are due or behind on their Well Visits are receiving the care they need. Additionally, performing regular recalls will ultimately result in more populated schedules. Recall reports can be pulled using the Demographic Analysis and Recall report (DAR) or SQLs run in Database Viewer.

Step 1: Run the Recalls

Below, are some top recalls along with instructions on how to run them using the DAR and DB Viewer.

Patients who...Via DARVia SQL Report using DB Viewer
are overdue for a Well VisitAfter creating a Patient Demographics List, run a Care Plan Recall and select Recall Plan: Bright Futures Preventive and Recall Item: Preventive Encounter to get your list of patients overdue for a Well Visit. Care Plan Recalls can also be used to recall patients who are enrolled in other practice Care Plans.SQL: Bright Futures Past Due Recall
receive care for AsthmaAfter creating a Patient Demographics List, run a Clinical Recall and use the Problem drop-down to select the appropriate problems to include in the report. If the recall should also include patients who were prescribed specific medications, select them using the Medication drop-down.SQL: Asthma Recall: This SQL lists all patients who have been prescribed Albuterol in the past year.
receive care for ADHDSQL: ADHD Recall: This SQL lists all patients who have been prescribed an ADHD medication in the past year.
receive care for DepressionSQL: Depression RecallThis SQL lists all patients who have been prescribed a Depression medication in the past year.
receive care for AnxietySQL: Anxiety RecallThis SQL lists all patients who have been prescribed an anxiety medication in the past year.
had a last previously documented BMI ≥ 95% After creating a Patient Demographics List, run a Clinical Recall and use the Problem drop-down to select the appropriate BMI measurement to include in the report.SQL: BMI Recall

Video Resources: Click here to access a list of videos focused on running different DAR reports and what to do once you have the reports (additional references for this are also referenced in Step 2, below).

Step 2: Schedule the visits

If you're recalling patients using SQL, visit Clip-and-Save SQL: Quickstart! for information on how to save the SQL(s), export the information, and send messages using OP Notify (PMX).

If you're recalling patients using the DAR, visit Demographic Analysis and Recall Overview for information on how to print letters, send messages using OP Notify (PMX), and export the information.

Other Resources

Close the Referral Gap

Following up on patient referrals is another way to ensure patients are getting the care they need. This may also be an opportunity to schedule patients for visits in your practice.

Here are a couple of Referral SQLs that will help you find lingering referrals:

For information on different workflows for creating and managing referrals, click here.