Sample EA Rollout Memo: Front Desk

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SAMPLE EA ROLLOUT MEMO

EA 1: Booking to Benchmarks

Our first Effective Action (EA) for Front Desk is: Booking to Benchmarks. 

Assigning and tracking EAs helps us organize our efforts to give patients a great experience more easily and predictably.

As you perform your tasks, keep this outcome in mind, and make a note every time it happens.

If something prevents you from booking according to benchmarks, make a note of this, too.

The point of the exercise is that we try to make the EA happen, and take inventory of anything that helps or hinders so we can make the changes necessary to make the EA happen more easily in the future.

To accomplish this EA, we’re going to focus on reviewing the booking procedure. By getting clear on the process and booking patients accurately, you can do your part to help patients get in and out on time and have a great overall experience with our office.