There’s no reason you should be wasting time in a waiting room. Smart delegation of healthcare appointments keeps you healthy during cold and flu season while staying productive.
Here’s how to delegate healthcare appointments
- Pre-appointment
- Book slots right as the office opens or after the doctor’s lunch break.
- Have your assistant handle all intake and medical forms.
- Have your assistant inquire if there are any prep needs (fasting, specific clothing, etc.).
- Include insurance card screenshots for easy reference in your calendar invite.
- During Your Visit
- Have your assistant call the doctor’s office 1-2 hours before your appointment to confirm they are on time.
- Record instructions into ChatGPT to get an organized treatment plan.
- Take photos of any handouts or instructions and upload them as well.
- Your assistant can process recordings into action items and set up follow-up appointments.
- Post-Visit
- Track prescription fills and pickup times.
- Book follow-up visits.
- Update your health records with new information.
- Restock any needed supplies (thermometer, OTC meds, etc.).
Why This Works
- Zero Friction → Your assistant handles all paperwork and logistics; you walk in and walk out.
- Time Protection → Strategic scheduling and prep eliminates common delays.
- Follow-Through → Nothing falls through the cracks with prescriptions or follow-ups.