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Practice Management:

Give Scheduling Staff Guidelines for Different Types of Visits

Published on Mon Jun 01, 2026

Question: What are tips for onboarding front-desk and scheduling staff regarding the differences between screening, preventive, and problem visits? Massachusetts Subscriber Answer: A good starting point is to train front-desk staff to focus on the patient’s reason for the visit. When staff can tell the difference between routine care and evaluation of a symptom or condition, scheduling becomes more accurate [...]
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