Easy Patient Onboarding Checklist

Looking to drive additional patient engagement & enrollments?  Here are the top performing Pharmacy Workflows:

  • Prepackaging Meds: 
      • Staple Tri-Fold to all Medicare Patients Medication Packaging
  • In-store Pick Up:
      • Short Dwell Time:  Tri-Fold – Have patient call # before leaving store
      • Long Dwell Time:  Engage Directly – Complete Proactive Care Assessment (HRA)
  • Drive Through:
      • Short Dwell Time:  Tri-Fold – Have patient call # before pulling out of drive through
  • At Home (Delivery or At-Home LTC):
      • Short Dwell Time:  Tri-Fold – Have patient call # before leaving
      • Long Dwell Time:  Engage Directly – Complete Proactive Care Assessment (HRA)
  • Long Term Care (Closed Door): Assisted Living, Senior Living, etc
      • Short Dwell Time:  Tri-Fold – Have patient call # before leaving
      • Long Dwell Time:  Engage Directly – Complete Proactive Care Assessment (HRA)
  • Outbound Calling: Med Sync or Adherence
      • Short Dwell Time:
        • If phone system allows, forward them to CMA for Onboarding
        • Or provide phone # and direct the patient to call.
      • Long Dwell Time:  Engage Directly – Complete Proactive Care Assessment (HRA)
  • Vaccinations:
      • Short Dwell Time:  Tri-Fold – Have patient call # before leaving
      • Long Dwell Time:  Engage Directly – Complete Proactive Care Assessment (HRA)
  • Diabetic Counseling:
      • Short Dwell Time:  Tri-Fold – Have patient call # before leaving
      • Long Dwell Time:  Engage Directly – Complete Proactive Care Assessment (HRA)
  • MTM or Comprehensive Medication Reviews:
      • Short Dwell Time:  Tri-Fold – Have patient call # before leaving
      • Long Dwell Time:  Engage Directly – Complete Proactive Care Assessment (HRA)
  • Durable Medical Equipment:
      • Short Dwell Time:  Tri-Fold – Have patient call # before leaving
      • Long Dwell Time:  Engage Directly – Complete Proactive Care Assessment (HRA)
  • Home Medical Equipment:
    • Short Dwell Time:  Tri-Fold – Have patient call # before leaving
    • Long Dwell Time:  Engage Directly – Complete Proactive Care Assessment (HRA)