Create a patient form that’s in tune with the times

Add a field on patient forms that asks, "How would you like to be addressed by our staff?" More than simply demonstrating political correctness, that single action shows that you care about your patients' feelings.

Some studies estimate that at least 40% of your patients seek "alternative" healthcare or self-medicate with "natural" dietary supplements. Make sure your form asks about medications, other physicians (specifically including other practitioners), and over-the-counter products.

Remember, too, that today's patients are more "connected" than ever. Include space on your form for cellphone numbers, fax numbers, pagers, and e-mail addresses. Some practices take an identification photo of patients at registration to help physicians and staff associate faces with names. Consider using a digital camera or a scanner to include the picture in computerized charts, too.

About the Author

Reed Tinsley CPA

This article is written by Reed Tinsley, a Houston, TX-based CPA with over 30 years of experience advising physicians and medical practices across Texas and the United States. Reed holds certifications as a Certified Valuation Analyst (CVA), Certified Healthcare Business Consultant (CHBC), and Certified Financial Planner (CFP), specializing exclusively in the healthcare sector. He is a published author, nationally recognized speaker, and trusted advisor to physicians on accounting & tax, practice management, and financial planning. Schedule a Free Consultation.