Automate Your Medical Practice

If you are not automating some part of your day, then you are way behind most other people or practices. Even if you do not own your own practice, you need to be automating as much of your day as possible. Obviously not everything can be automated, but there might be more than you think.

Any routine task that you delegate to anyone else that just needs a functioning brain, should be automated. What am I talking about?

The boring stuff that must get done. Appointment reminders. Checking insurance authorization. Inputting data into the EMR. You NEED to automate any or all these tasks for your medical practice. Luckly, you do not need to be a computer programmer to automate your day.

The Big Things To Automate In Your Medical Practice

Think about the things that are important to your business but take a lot of time and manpower to do. Let us start by looking at high level topics for what should be automated in your medical practice. Here are the main ones:

  1. Setting up appointment reminders with ability to confirm or cancel the appointment
  2. Insurance authorization checks
  3. Reminders for paying bills
  4. Reminders for follow-up visits
  5. Employee payroll
  6. Data entry
  7. Reputation Management
  8. Second touches for missed phone calls

Setting Up Appointments

Almost every electronic medical record can allow patients to book their own appointment.

Have your schedule listed online and make sure you have a EMR system that allows patients to input data. However, do not fall for third party integrations. ZocDoc will make it easy to put a schedule on your website. However, in my opinion, it will be detrimental to your business.

Our old EMR only allowed patients to put in:

  1. Name
  2. Date of Birth
  3. Email
  4. Phone Number
  5. Reason for appointment

Our new EMR not only can do the above, but it also asks for all their demographic information, including insurance.

Before the patient even walks in the door, they are strongly encouraged to fill out all the paperwork online. With this new EMR, we have pharmacy, allergies, medications, next of kin…basically everything you would want in the medical record before their visit. All done by the patient themselves.

Setting up, changing, or canceling appointments takes up a lot of my staff time. About half of our appointments are booked outside of regular business hours. Do not lose out on this opportunity. Automate scheduling in your medical practice.

Insurance Authorization

Once you work with a bad EMR that does not do real time insurance authorizations, you realize how significant this problem can be.

Our new EMR, the patient already typed in their insurance information ahead of the visit. In less than 20 seconds, we can click a button at the time of check in and know for sure that their insurance is active and approved for our clinic.

No more calls to their insurance company. Certainly, no more waiting on hold forever. Gone also are the denials from accidentally typing in insurance ID number wrong.

Reminder To Pay Bills

Our practice management system automatically sends out patient statements. If the patient does not pay, they get another automatic statement in about 30 days. First, these reminders are done always by text and email.

We do not have to keep going into the billing software asking for reminders to be sent again to patients. It is all automated.

Once a bill approaches 90 days past balance, then our billing team does another reach out to collect on the payment.

For those of you in private practice, a bit of advice. Money should be collected at the time of service. However, if money is not collected up front, then you should be automating bills being sent. These bills should also be sent via text and email. Forget about mailed bills. They cost too much, are too slow, and patients often move. Plus, you can see “read receipts” on who opened your text or emails for their bills.

No one reads the mail anymore. Only use snail mail for threatening to send to collections.

Follow Up Visit Reminders

Our pediatrician is very sweet and kind. However, I have no idea how she pays her staff to call every follow up to confirm their appointment.

My god that must take hours. Specifically, it must take all day for this one employee to just call and leave voicemails for all the follow-up visits.

Send out email and text reminders. Undoubtably, you need to automate this. Our reminders are sent out 7 days and 24 hours before the appointment.

If you have chronic no-show patients, send them a warning letter. However, be sure to have them sign a no-show fee for all future visits.

Employee Payroll Automation

I use QuickBooks for my payroll together with OnTheClock.

OnTheClock is an add on that allows me to track my employee time. The application also allows me to make sure that they sign in from their workstation and not their car.

Hours can be sent directly to Quickbooks.

I review those hours. Then, I send out the paychecks.

It really is that simple. Taxes are automatedly taken out of our account based on payroll.

What used to take my hours to do payroll, now is done in about 10 minutes every 2 weeks.

Total cost for OnTheClock = $3 per employee per month.

Automate Data Entry Into Your Medical Record

Our office was embarrassing. We were having patients fill out paper forms on a clipboard. Then, we would have those paper forms entered into the chart by one of our employees by typing everything they just wrote by hand on the paper.

The waste of paper, time, and resources was astounding.

Once we switched to a new EMR, now we hand patients an iPad, and all of this is done by them while they wait for their check in. Automation in our medical practice saved so much time for checking patients in.

The nurse looks it over before the visit to ensure that everything looks good.

Take the workload off your employees. Automate or allow the patient to put in as much data as they can.

Reputation Management

We can argue all day about if patients should have the ability to review doctors offices. I think they should, but I do think that there should be special rules.

Accusing your doctors office of “killing” your mother on a Google review should be something that is not allowed.

Accusing your doctors office of having smelly carpet…go for it.

Of course, you cannot hide from your online reputation. You need to take full advantage and control of it.

Every patient should receive an automated text to leave a google review. No one anymore cares about yelp, or HealthGrades or Facebook reviews. Without a doubt, go for google reviews. That is the only thing that currently matters.

Automate your patients asking for reviews after their follow up visits. You can find businesses for $100 a month that can do this for you.

Missed phone call, second touches

I really love how some companies when you call and there is no answer, they have a second touch. More specifically, they reach out to you via text after the missed call.

Implementing this not only gives a better patient experience, it also automates your practice to non phone call means of communication. This will save your staff a lot of time. It is much quicker to answer a text message compared to a phone call.

Phone lines get busy. As a result, your staff will miss phone calls. Most importantly, have a way to reach out to those people you missed.

Free Software To Automate Your Medical Workflow

There are a few software programs to help automate your day. However, they really are meant for tasks that you can click or type the same things repetitively.

Stepwise is a program that if you keep doing the same clicks over and over again, it is perfect for you.

AutoHotKey requires more programming knowledge and is a bit more difficult to set up.

FastKeys is like stepwise it seems but I have not used it since stepwise is so easy to set up.

For those of you who are willing to do a bit more coding, GitHub has all types of programs that people have made that you can use to help automate your day. The project I am working on now to automate my medical practice involves a program that can scan PDF’s looking for important information. Here is the link on GitHub.

Automate The Boring Stuff

If you are new to programming or interested, consider reading Automate The Boring Stuff book.

I’ve learned how to do a bit of coding with python and keep finding interesting things to automate during my daily life.


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9 thoughts on “Automate Your Medical Practice

  • April 3, 2022 at 12:15 PM

    These are very precious tips. We are in the process of subscribing advancedmd EMR that you utitlize in your practice.
    Thank you so much!

  • April 3, 2022 at 10:19 PM

    Thank you for sharing this time-saving tips.
    The github project (pdfplumber) sounds interesting too. Curious, what are you trying to solve with it?
    Btw, the youtube video is not accessible. It says “Video unavailable. This video is private”.

    • April 4, 2022 at 7:02 AM

      Hi, I accidentally hit “publish now” and meant to schedule it for 7am Monday morning central time. That is when the YouTube video is set to go live. I try to schedule all my posts and videos to go live Monday 7am central time but this time hit “publish now” for the blog article instead of schedule for the following day. I didn’t realize my error until I read your comment and logged in before work today.

      We receive a lot of faxes as PDF’s and I’m wondering if there is a way to much more easily attach it to the doctors name. That way they automatically get filtered into the in basket of the nurse of the physician who they are working with. Right now it just dumps into a central location with a remote staff tagging it to the right doctors nurse or physician. Or they simply just upload it directly into the chart if it is something that no one needs to look at right away, like Walgreens telling us they gave my patient a flu shot. I do appreciate the info from the pharmacy, but that doesn’t need to clog up my in basket.

      Trying to basically get rid of the noise from so many faxes into our office and automate it to be more efficient. Plus, I kind of find that I enjoy the hobby of coding and creating something so it was a project I could start to tackle for fun with a work excuse.

  • April 4, 2022 at 3:38 PM

    Awesome post. Thank you for sharing!

    • April 4, 2022 at 7:24 PM

      Thanks for following along!

  • April 5, 2022 at 11:06 AM

    Great post, thank you for sharing! I hadn’t considered the reputation management side that you discuss. Do you mind sharing which EMR you now use that has many of these automated features?

    • April 5, 2022 at 11:15 AM

      Our new EMR is AdvancedMD, I’ll have a whole post about that since it has been a disaster in some ways with the switch over, but the functions are nice. That is a long story for a whole different post. However, the reputation management portion is great.

      My friend who is ortho uses and pays something like $45 a month.

      In 2 weeks since we have gone live with our reputation management, we have 172 new 5-star reviews 🙂

  • April 10, 2022 at 1:58 PM

    Which was your old EMR and how did you end up choosing AdvancedMD? Has it been easy to use.

    • April 10, 2022 at 2:17 PM

      I previously used Practice Fusion and Kareo for the billing platform.

      Practice fusion is adding more features over time. However, they claim to do insurance auth checks but it does not work 98% of the time no matter what we do.

      Also, the messaging platform was a disaster. There is no way to triage messages from patients. The messages get sent right to the doctor with no staff that is able to see that message or respond on your behalf. I was getting over 50 messages a day from patients trying to take advantage of this.

      The switch over to AdvancedMD has been….well almost a disaster. The implementation team feels like a joke. We asked them for a roadmap to implementation, things that we should expect to get done weekly until we go live as we switch from one EMR to the other and were simply told “that is a good idea but we don’t have that.”

      Our go live date with them was supposed to take 4-6 weeks. It took 5 months!

      Once we are up and running with AdvancedMD, I actually quite like it a lot. However, be warned, the learning curve is steep and it will take a lot of time figuring things out since they do a crappy job at explaining how to use their software. I’ll have a whole post on that to come.


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