Why Patient Self-Scheduling: Healthcare Trends & Getting Started
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What is Patient Self-Scheduling?
Patient self-scheduling is the ability for patients to schedule their healthcare appointments online via a portal, website, or through text messaging, anytime, day or night, without staff interaction. Self-scheduling is fast and convenient for patients and saves tremendous time and resources for healthcare organizations that have previously relied on staff to schedule appointments.
Self-scheduling is well on its way to healthcare organizations in the United States. In 2019 100% of the top 100 health systems are projected to have some solution available by the end of the year, with 50% of medical practices following. The trend is inevitable as patients have been able to self-schedule dinner reservations, book flights and hotels, and request service appointments from smartphones, tablets, and computers for years — it’s now an expectation and patients will seek out healthcare providers that can provide them that convenience.
Not all patient self-scheduling solutions are equal, some are less accessible to patients or less integrated into current workflows. Over the following paragraphs, we’ll walk through why patient access is both King and Queen, how patient self-scheduling solutions will help your organization achieve its goals, how the various iterations differ, and review best practices.
- Patient Self-Scheduling will quickly become a patient expectation as adoption increases and the demand for self-service and convenient access continues to grow.
- Patient access can be complicated by multiple barriers, including finances, hours of operation, transportation, and wait time for an appointment. Self-scheduling can address the most significant barriers to access.
- Medical group staff are over-extended and in need of margin to focus on emerging initiatives and financial priorities. Automation is key in creating this margin.
- While patients are anxiously awaiting self-scheduling, having a defined strategy for introducing self-scheduling to your patient population will be important in achieving the results it can offer. Concerns and hesitations are to be expected with new technology, though thoughtful product design should address these.
- Self-scheduling will have the greatest impact to a medical practice when matched with industry best practices.
- Not all self-scheduling solutions are created equal, be sure you know what to look for in the marketplace.
- There are some easy ways to impact pricing and create greater value for you and the vendor you select.
Barriers to Patient Access
A patient’s ability to connect to a provider, schedule an appointment, travel to the provider’s location, and pay for healthcare services can all hinder a patient from getting the care they need and can have a significant impact on their health. While self-scheduling can’t address every barrier, it does address some of the most significant barriers.
The typical physician practice operates between the hours of
Time to Appointment
Waitlists serve an important function for many practices because accommodating new patients or appointments can sometimes take weeks. According to this Becker’s Hospital Review report, it takes an average of 24 days to get a first-time appointment with a physician and in some
Distance & Location
Transportation and travel time create significant barriers for many patients who live in rural areas or don’t have access to reliable transportation. In addition to deterring patients from seeking the care they need, we also know that issues related to transportation contribute to patient no-shows. Self-scheduling gives patients
How Patient Self-Scheduling Helps Your Staff
As we watch reimbursement rates get squeezed tighter and tighter, we know healthcare budgets are enduring the same. And yet responsibilities continue to expand, leaving staff with the challenge to accomplish more with fewer people, hours, and less
MACRA/MIPS, Patient-Centered Medical Home, Practice CAHPS, and numerous other quality initiatives have emerged to improve
It can be a lengthy process to clear a patient for a procedure or test. Medical group staff often spend long periods of time on the phone with payers to obtain approval for the care they need. It’s time intensive, confusing, and complicated. The process requires someone who will ask the right questions, advocate for the patient, and complete the appropriate paperwork. In multi-provider medical groups and large health systems, there may be one or more staff dedicated to this role but in many smaller medical groups, this is just one function of someone’s varied job responsibilities yet it is vital to the financial well being of the practice and the patient.
Outstanding Patient Balances
Physician practices don’t collect patient payments at the time of service in two out of three appointments, according to research by Athena Insights. This leaves the majority of patient balances to be collected at a later point in time, a significant task that will only become more important as patient responsibility grows and payer reimbursement shrinks. Collecting patient balances is becoming increasingly more difficult, a recent TransUnion report projected that by 2020, the percent of patients who don’t pay the full responsibility of their medical bills will rise to 95%. Compounding the problem is the 13% drop between 2015 and 2016 in patients that paid even a portion of their medical bills. Billing staff can enlist the help of a collections agency for large troublesome balances but not without paying 20%-50% of the patient balance in fees. This means you’ll need more availability from your staff to collect patient payments, and offering self-scheduling can unlock their time to do this.
Self-scheduling offers new opportunity to empower patients and staff alike. We can give patients the tools and accessibility to set appointments that fit their schedules so they’ll stay healthier and they can do it in a fraction of the time it takes for them to sit on hold or navigate the phone tree. And because self-scheduling frees up one FTE for every 100 appointments that would have been scheduled over the phone, staff can now use what would have been scheduling
Benefits of Patient Self-Scheduling
It improves patient satisfaction. The time savings alone will get your patients pumped about self-scheduling. It takes a patient an average of eight minutes to schedule an appointment over the phone, and a significant portion of this time is spent on hold and being transferred. In fact, patient calls are transferred 63% of the time. That’s a great way to end up with a grumpy patient or worse yet, one who gives up, hangs up, and delays their care even longer. Self-scheduling on the other hand only takes a patient two minutes—that’s a huge difference! Couple the convenience of the process with having 24/7 access to the schedule and that experience is pretty hard to beat. With the growth of online review sites and social media channels as platforms for patients to share experiences and recommendations, their reach is now broader than ever which means patient satisfaction is more important to your practice than ever.
You’ll save money. We’ve already discussed how long it takes patients to self-schedule, so let’s look at staff time. A self-scheduled appointment requires no staff intervention but an appointment scheduled over the phone costs staff an average of 4 minutes*. That’s a lot of staff time tied up in phone calls that aren’t driving patient satisfaction or efficiency. The saved time between self-scheduling and traditional scheduling equals a savings of 1 FTE for every 100 appointments booked via self-scheduling. Here’s another way to look at this savings: it takes six self-scheduled appointments daily to break-even on the cost of a self-scheduling solution and every self-scheduled appointment that follows saves the practice $1.
It adds flexibility to your staffing model and improves employee engagement. You have incredible talent working for you, they want to be engaged in meaningful roles where they feel valued. Freeing your staff from manual tasks that can be automated gives them more opportunity to engage with patients face-to-face or apply their talents to a role that can’t be replaced by technology.
It attracts new patients. Self-scheduling is a great opportunity to differentiate your practice while it’s still relatively new to healthcare. Contrary to the belief that only unhappy patients share their experiences, happy patients do this, too. Patients will perceive the expanded access and convenience of self-scheduling as a result of your practice’s awareness and sensitivity to their needs and expectations.
It reduces your no-show rate. Patients are more likely to attend appointments that they have scheduled themselves according to experts. Scheduling your own appointment increases engagement and engaged patients are more likely to attend as scheduled or notify you if a conflict arises.
It minimizes non-billable hours by auto-filling last minute cancellations. Last minute cancellations create a serious revenue leak for health systems and practices because they are notoriously hard to fill. In fact, only 15% of canceled appointments get filled with a new appointment and 90% of physician practices don’t utilize a waitlist. Waitlists are important because they give health systems an immediate source of patients to offer the new appointment opening. An automated waitlist executes this function without staff intervention, notifying patients and allowing them to claim an open spot using text messaging. In the end it fills cancellations faster than your staff could using manual phone calls and maximizes the productivity of your schedule.
It gives your patients after-hours access without requiring you to hire after-hours staff or pay a call center to provide this service.
Reasons You May Encounter Resistance to Patient Self-Scheduling
Patient self-scheduling seems like a no-brainer: patients want it and it helps lighten the workload for your staff. What’s not to love? We stand by our enthusiasm over digital scheduling and we are confident in its ability to solve very real needs for healthcare organizations but it’s important to recognize where resistance can emerge. For many reasons, change can be difficult to adopt, especially in healthcare. So let’s examine possible sources of resistance and how to respond.
There is comfort in having control over the schedule. Releasing this control to patients seems reckless as practice staff
It’s hard to trust patients to know what they do or don’t need. Whether it’s a patient who doesn’t really need to be seen, one who should go directly to the ER, or one that is known for frequently missing scheduled appointments, there’s often fear that left to their own devices, patients may misuse self-scheduling. The reality is that quality initiatives aimed at improving patient engagement coupled with unlimited access to information
There’s skepticism over patient adoption. If a practice has a large percent of senior-aged patients or serves an under-served population, they are sometimes unconvinced that self-scheduling will be well-received. The good news is that research shows an increasing rate of tech adoption by consumers aged 65 and older, and 39% of digitally scheduled appointments are booked by patients over the age of 40. Research also supports technology as a much-needed intervention for under-served populations as it increases access and has the potential to improve the overall health of those communities.
Some medical groups employ full-time
If you think self-scheduling may be for you, you’ll want to be sure you’re equipped with practices for implementing and using self-scheduling in your organization. Here are some ways to maximize the return on your investment and ensure you see the most impact from your hard work and resources.
Automate Your Waitlist
Many practices utilize a waitlist for patients who are looking to get into an earlier time slot in the schedule. Having a waitlist makes it easy for practices to fill last minute cancellations but most practices set this in motion with manual phone calls. Your self-scheduling vendor should offer an automated waitlist that initiates communication to patients and continuously rolls through your waitlist until the opening is filled.
Best practice: Offer every patient a spot on the waitlist in case an earlier appointment opens up.
Define Meaningful Appointment Types
Defining your appointment types is key to keeping your schedule organized and making it easy for patients to identify what kind of care they need from you. Having appointment types that are too broad makes it difficult to define an appointment length and maintain an accurate picture of patient flow. Having too many appointment types is hard to manage and will be confusing to patients.
Integrate with a Complete Patient Engagement Platform
Self-scheduling can stand alone and offer your patients innovation but health systems and medical groups that are strategic about patient access adopt self-scheduling as part of an integrated patient engagement platform. This can include at
Use The Same Vendor for all Patient Engagement
If you’re currently engaged with a patient communication vendor who doesn’t offer self-scheduling, you’ll want to consider making a change. Partnering with one vendor can mean:
- Cost savings: most vendors will bundle services and offer reduced pricing on each stand-alone tools if you buy multiple services at the same time
- Lower set-up costs
- Less integration to manage
- Better TCPA compliance: The important task is easier if all your patient messaging is managed by the same vendor.
Develop a Self-Scheduling Rollout Strategy
Your patients will be excited to have the option to schedule appointments without dialing a number, but only if you tell them about it! Housing self-scheduling on your website or inside a portal isn’t enough because neither
- Post it on your social media channels
- Add an announcement on your website
- Blog about it
- Equip your staff to talk about self-scheduling when they are with patients
- Use signage in your office and in waiting areas
- Use SMS messaging to notify patients that self-scheduling is available to them and provide them a link to access the service
Six Ways to Impact The Price of Technology
- Bundling services- bundling is a great way to put together an integrated patient engagement strategy at maximum value, including self-scheduling.
- Contract length- if you’re willing to make a long-term commitment, you may be able to negotiate a lower monthly rate in exchange for establishing a long-term relationship.
- Beta testing- if you’re willing to take part in the beta testing around a new product launch, you can often get your hands on the products or service for a reduced fee.
- Serve as a reference- if you love a product and are willing to sing the praises of the product and the company behind it, you can sometimes earn a discount for the time and resources involved in sharing your experience with potential customers.
- Find a flexible system- a rigid system will charge you high fees for anything deemed “customization”, driving up your price and your blood pressure. Selecting a flexible solution will allow you to configure the technology in a way that meets your specific needs without incurring these costs.
- Quick decision-making- pulling the trigger on a contract can often take ages to finalize. If you are able to pull together approvals in an expedited fashion, you can sometimes use this to lock in a deal.
Check out our vendor checklist for an easy tool that will help you ask great questions of each vendor you’re evaluating and keep track of your top picks.
Self-scheduling is here to grant your patients the access they want and help your staff get more done. It isn’t a trend that we can expect to dissipate as excitement wears off, it is quickly becoming the new front door to a physician’s practice. Now is the time to begin planning for this changing dynamic so that when self-scheduling is all but expected, organizations large and small are equipped to meet this need. And while self-scheduling offers patients unparalleled access to health care, the potential gains for practice staff are staggering.
With complicated financial priorities and quality initiatives emerging, organizations need a cost-effective way to shift manual processes to automation so they can focus resources elsewhere. The optimal self-scheduling solution can be utilized via a mobile device and is not housed inside a portal because mobile devices have far-reaching adoption regardless of generation, race, or socioeconomic status. Mobile devices offer both voice and internet access where it is otherwise unavailable, making it key to access for patients in both urban and rural locations. Finally, there is much value in having a solid understanding of your organization’s specific needs as they relate to a self-scheduling solution and the options you are likely to encounter as you evaluate vendors. Beginning your journey with good information can help you discern between those who claim to offer a robust solution and those who can deliver the results you seek.