Clinic Efficiency

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IMres85

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I was curious to know if anyone has any particular tricks to clinic efficiency to share. I’m all about efficiency so always eager to learn new ways.

For me I generally review patients day before (at least) have them staged with the appropriate diagnosis's and place orders, little short notes on trial data, etc depending on diagnosis and such, plan on which patients will need labs first as this slows down clinic flow so only when necessary . Notes start as soon as they’re checked in. Im sure most of this is common place but I’m always interested to see what others do.

I know a lot of people use templates which im not big on since there is so much nuance between patients, even with the exact same diagnosis for something as simple as IDA

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Depends on where you are in your career.

Early career? Pre-gaming is the key here. It's not efficiency so much at that point as it is shifting the time you spend from clinic to the day before.

I don't use generic disease specific templates, but I have a metric f***ton of disease specific smartphrases. I employ them when appropriate, and many have built in smartlists to toggle those if/then situations. Breast cancer is an easy one for this.

I don't try to convince anyone else that what I'm doing is the right thing in my note. That's obvious from my lab/treatment choices. So my documentation is much less extensive than it was in fellowship or early training. If things are completely off the reservation, or it's something super rare, then yes I'll spend some more time on it. But for most of my new consults my notes are pretty dialed in:
Stage I ER+ breast cancer? .EARLYBC, F2 through half a dozen smartlists, hit accept, push the 99205 and G2211 buttons and I'm done.
Stage III colon cancer? .IDEACOLLAB, F2 a few times, etc.
Rectal cancer? .RECTALNOM or .RECTALSURG and I'm done
Anemia? .ANEMIACAUSES

I've also cut a bunch of time off my other documentation by using Dax Copilot in Epic. Even with proofreading it and correcting it, it's faster than me typing or Dragon+Correction.
 
Depends on where you are in your career.

Early career? Pre-gaming is the key here. It's not efficiency so much at that point as it is shifting the time you spend from clinic to the day before.

I don't use generic disease specific templates, but I have a metric f***ton of disease specific smartphrases. I employ them when appropriate, and many have built in smartlists to toggle those if/then situations. Breast cancer is an easy one for this.

I don't try to convince anyone else that what I'm doing is the right thing in my note. That's obvious from my lab/treatment choices. So my documentation is much less extensive than it was in fellowship or early training. If things are completely off the reservation, or it's something super rare, then yes I'll spend some more time on it. But for most of my new consults my notes are pretty dialed in:
Stage I ER+ breast cancer? .EARLYBC, F2 through half a dozen smartlists, hit accept, push the 99205 and G2211 buttons and I'm done.
Stage III colon cancer? .IDEACOLLAB, F2 a few times, etc.
Rectal cancer? .RECTALNOM or .RECTALSURG and I'm done
Anemia? .ANEMIACAUSES

I've also cut a bunch of time off my other documentation by using Dax Copilot in Epic. Even with proofreading it and correcting it, it's faster than me typing or Dragon+Correction.
Can you talk more about using Dax Copilot? Everyone I know that has used it hates it
 
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Can you talk more about using Dax Copilot? Everyone I know that has used it hates it
I'm not sure what else to say other than I don't hate it. You do have to spend a bit of time teaching it your style early on. But for me that was half a day's patients. It's also been through a few iterations since it was launched and, like Dragon, or any other tech tool, it has gotten much better from what I've heard. So if you're listening to people who tried v1.0 and quit, you might want to try it yourself.

Like I said, it's not perfect, but it's faster than I am (and I'm really pretty fast) and better than Dragon so....
 
Depends on where you are in your career.

Early career? Pre-gaming is the key here. It's not efficiency so much at that point as it is shifting the time you spend from clinic to the day before.

I don't use generic disease specific templates, but I have a metric f***ton of disease specific smartphrases. I employ them when appropriate, and many have built in smartlists to toggle those if/then situations. Breast cancer is an easy one for this.

I don't try to convince anyone else that what I'm doing is the right thing in my note. That's obvious from my lab/treatment choices. So my documentation is much less extensive than it was in fellowship or early training. If things are completely off the reservation, or it's something super rare, then yes I'll spend some more time on it. But for most of my new consults my notes are pretty dialed in:
Stage I ER+ breast cancer? .EARLYBC, F2 through half a dozen smartlists, hit accept, push the 99205 and G2211 buttons and I'm done.
Stage III colon cancer? .IDEACOLLAB, F2 a few times, etc.
Rectal cancer? .RECTALNOM or .RECTALSURG and I'm done
Anemia? .ANEMIACAUSES

I've also cut a bunch of time off my other documentation by using Dax Copilot in Epic. Even with proofreading it and correcting it, it's faster than me typing or Dragon+Correction.
Thanks.

I still spend probably 2-3 hours total on day before clinic pregaming. I’d rather be overly prepared than get behind in clinic, I realize that isn’t necessarily “efficient” as like you said I’m just trading times essentially
 
Thanks.

I still spend probably 2-3 hours total on day before clinic pregaming. I’d rather be overly prepared than get behind in clinic, I realize that isn’t necessarily “efficient” as like you said I’m just trading times essentially
Where are you in your career? Because I was that way for a couple years out of fellowship. I also used to leave clinic with a bunch of unfinished notes because I would get so far behind trying to write JCO-worthy tomes explaining my decision making process.

Now, 13 years out of fellowship, I typically spend 20-30 minutes the day before clinic, mostly looking at who's on my schedule and doing a brief glimpse at the referral notes for any new patients (this is for a patient load of 18-20/d). I almost always leave the office within 30 minutes of my last patient walking out of the exam room with all of my notes done as well.

One other efficiency trick I use (that only works in Epic AFAIK, but other EMRs might have similar tools) is the "My Stick Note". This used to drive me nuts, but now I put a one liner with diagnosis and treatment/follow up plan in it and it's on my schedule template. So I can look at my schedule for the day and at a glance, see what people are seeing me for and what needs to be done. That allows me to avoid opening the chart half the time.
 
Where are you in your career? Because I was that way for a couple years out of fellowship. I also used to leave clinic with a bunch of unfinished notes because I would get so far behind trying to write JCO-worthy tomes explaining my decision making process.

Now, 13 years out of fellowship, I typically spend 20-30 minutes the day before clinic, mostly looking at who's on my schedule and doing a brief glimpse at the referral notes for any new patients (this is for a patient load of 18-20/d). I almost always leave the office within 30 minutes of my last patient walking out of the exam room with all of my notes done as well.

One other efficiency trick I use (that only works in Epic AFAIK, but other EMRs might have similar tools) is the "My Stick Note". This used to drive me nuts, but now I put a one liner with diagnosis and treatment/follow up plan in it and it's on my schedule template. So I can look at my schedule for the day and at a glance, see what people are seeing me for and what needs to be done. That allows me to avoid opening the chart half the time.

I’m 3 years out. Seeing on average 22-24 a day (4 day week). We use OncoEMR and that sticky notes feature would be really nice and save me some time. Wish they had something like that in OncoEMR. I really do like it though, it’s obviously geared towards oncology and pretty intuitive

With my leg work I out in I’m usually out of clinic by 530. (Of course I’m at home spending time preparing for next day haha)
 
I’m 3 years out. Seeing on average 22-24 a day (4 day week). We use OncoEMR and that sticky notes feature would be really nice and save me some time. Wish they had something like that in OncoEMR. I really do like it though, it’s obviously geared towards oncology and pretty intuitive

With my leg work I out in I’m usually out of clinic by 530. (Of course I’m at home spending time preparing for next day haha)
Scribe or no scribe? Pretty much all of our docs that see 20+ a day are using a scribe for their notes
 
No scribe, I’d like one though haha. My notes aren’t that detailed, meat and potatoes- though admittedly I’d like to have them better
Why? Nobody reads them, I guarantee it.

You need to include enough for the coders and billers to get as much money from insurance/CMS as possible and for you to remember what your plan is with them. Everything else is fluff.
 
This is a great topic, as I always strive to optimize my practice.

I’m an early-career employed attending. Some of my colleagues have a team composed of a couple of RNs and MAs, which seems to work very well (though this team setup is more of an outlier), while others prefer a bare-bones team structure by choice.

In my current setting, I work with an RN and MA for clinic visits, along with another RN primarily handling triage and related tasks behind the desk. However, in this setup, patients are seen first by the MA, then by the RN (who functions more as a note forwarder than a scribe), and finally by the MD. This process often feels unnecessarily slow.

I’ve been tracking my time in EPIC, and the time it takes for patients to see the provider is longer than I would expect. I believe streamlining this process could save time and potentially reduce the total clinic duration by about an hour.

How is the normal flow of your clinic structured after the patient checks in?

Does the MA take care of vitals and medication reconciliation, potentially eliminating the need for the RN in this step and allowing the RN to focus on a more impactful role before the MD sees the patient?

How is your clinic support staff structured?
High staff turnover is an ongoing challenge, and the quality of support staff leaves room for improvement. How do you address these issues in your practice to maintain efficiency and provide excellent patient care?
 
This is a great topic, as I always strive to optimize my practice.

I’m an early-career employed attending. Some of my colleagues have a team composed of a couple of RNs and MAs, which seems to work very well (though this team setup is more of an outlier), while others prefer a bare-bones team structure by choice.

In my current setting, I work with an RN and MA for clinic visits, along with another RN primarily handling triage and related tasks behind the desk. However, in this setup, patients are seen first by the MA, then by the RN (who functions more as a note forwarder than a scribe), and finally by the MD. This process often feels unnecessarily slow.
I work in an area of the country where RNs are paid very well. This 2 RN/1MA setup, if I had to pay for it out of my pocket, would cost me almost 50% of my base salary...and I'm paid slightly above 50th %ile. So this just seems insane to me. So do nursing salaries around here, but that's a whole different issue.
I’ve been tracking my time in EPIC, and the time it takes for patients to see the provider is longer than I would expect. I believe streamlining this process could save time and potentially reduce the total clinic duration by about an hour.

How is the normal flow of your clinic structured after the patient checks in?

Does the MA take care of vitals and medication reconciliation, potentially eliminating the need for the RN in this step and allowing the RN to focus on a more impactful role before the MD sees the patient?
We have some very competent and efficient MAs. So for non-treatment patients, the RN never even sees them. MAs do labs, VS, Med Rec and rooming. Whole thing takes 5-15 minutes depending on whether or not they need labs and how chatty they are (it's a small town, everybody knows everybody, there's a lot of chatting).

For treatment patients, the RNs get them first, do the Med Rec, IV/Port, labs and then MAs come get them and room them and do vitals. No duplication of Med Rec here. Again, the rate limiting factor most of the time is socializing.
How is your clinic support staff structured?
High staff turnover is an ongoing challenge, and the quality of support staff leaves room for improvement. How do you address these issues in your practice to maintain efficiency and provide excellent patient care?
The importance of great staff can not be underestimated and is generally underappreciated. As mentioned, RNs are expensive here, so we tend to use them for things that we need an RN to do, most of which is treatment and advice/triage related. Our setup is somewhat unique because, as a Rural CAH, our infusion RNs are managed (and paid for) by the hospital. We have one RN coordinator shared between myself and my NP (and soon a 2nd physician). She does all the care coordination, incoming referral review and outgoing referral tracking. We have 2 pharmacists who manage all the oral chemo PAs in addition to managing infusional drugs (but not PAs, the hospital does that). They also do a lot of chemo plan management and will even build a new plan from scratch, or adjust existing plans to fit my needs. We have 2 MAs (again, only 1 MD/1NP right now, will increase MA staffing next year with a new doc coming onboard) who do everything I mentioned above. They also do all of the normal result calls. I typically do my own abnormal result calls because it's just less work for me to do it than having to answer a hundred questions about it afterwards.

I have been fortunate in this job that the only real staff turnover that we've seen is for people making geographic or career moves (2 RNs moved for family reasons, one became an NP, one MA left healthcare entirely to work in law enforcement, former clinic manager retired) but not for reasons related to the job or performance.

Good hiring and training is the best way to keep things moving smoothly in this scenario. But that can be easier said than done.
 
Why? Nobody reads them, I guarantee it.

You need to include enough for the coders and billers to get as much money from insurance/CMS as possible and for you to remember what your plan is with them. Everything else is fluff.

Exactly. Across 6 years of doing this, I’ve finally come to that conclusion too. Other doctors never actually read your notes, except for when you pick up a new patient from another rheumatologist (and even then I’m still convinced nobody actually does it).

Notes are for three things:

- Defending yourself against lawsuits
- Billing
- Reminding yourself of what’s going on

Everything else is excessive.
 
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Exactly. Across 6 years of doing this, I’ve finally come to that conclusion too. Other doctors never actually read your notes, except for when you pick up a new patient from another rheumatologist (and even then I’m still convinced nobody actually does it).

Notes are for three things:

- Defending yourself against lawsuits
- Billing
- Reminding yourself of what’s going on

Everything else is excessive.
I will read referring docs notes (almost completely a waste of my time) and other oncologists notes (usually worth the trouble but not always). The rest of the time I'll either just call/text/message the person directly to ask their thoughts, or I'll resort to reinventing the wheel by asking the patient what happened ( ::shudder:: ) and do a deep chart dive. At least then I can bill on time.
 
Thank you,@gutonc , for the detailed and valuable input. Yes, the setup is a costly ordeal, but working at a community hospital, Oncology might be one of the biggest swinging D$@Ks outhere, perhaps alongside NSGY and CT Surg, so the admins give us some slack.

I agree that some RNs can be chatty, which becomes a significant time sink. Unfortunately, addressing this without offending anyone is challenging, so I may end up taking on some of their roles myself to keep things running efficiently.
 
I'm early career and only spend 30mins the night before to pre write my notes for the next day. Patient load of 20/day 5 days/wk. I don't waste time making my notes sound nice. If I KNOW the note is going to another oncologist (referring for CART/transplant/clin trial etc), I will make it sound nice and dot my Is and cross my Ts. But other than that, my notes are solely for my billers to get as much out of CMS as possible. So far, they have not complained about the quality (or lack thereof).

My IDA/MGUS patient notes are literally 2-3 sentences and HPI/interval history is just something like "patient presents for follow up of MGUS. Doing well."
 
Appreciate all the above insight. Are there particular elements of documentation felt to be important from a medicolegal standpoint? I've heard fewer medicolegal issues on the solid tumor side but perhaps an adjunct - anything other than documentation felt to be highly important medicolegally? Asking as a senior fellow looking for community jobs but with some anxiety stepping out of the academic life.
 
Thank you,@gutonc , for the detailed and valuable input. Yes, the setup is a costly ordeal, but working at a community hospital, Oncology might be one of the biggest swinging D$@Ks outhere, perhaps alongside NSGY and CT Surg, so the admins give us some slack.

I agree that some RNs can be chatty, which becomes a significant time sink. Unfortunately, addressing this without offending anyone is challenging, so I may end up taking on some of their roles myself to keep things running efficiently.
Imagine how much more they could pay you if they weren't paying 2 nurses to do the work of an MA.
 
No scribe, I’d like one though haha. My notes aren’t that detailed, meat and potatoes- though admittedly I’d like to have them better

Look, “meat and potatoes” notes aren’t bad at all. They’re easier for you to write and (speaking as a specialist on the other side) way easier for me to read.

There is nothing worse as a rheumatologist than to open up an onc note whose HPI stretches on for multiple full screens (seen it happen) with every cough and sneeze the patient had for the last 8 years detailed in length. “Diarrhea of the mouth” assessment/plans are painful too (“pt perhaps has a degree of this and perhaps a degree of that, and by golly we are going to maybe do this or that, or I may consider this too”). Just put wtf is going on and what you’re doing about it.

(And I say this as a rheumatologist, a specialty often known for its own mental masturbation.)
 
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When I read another specialist's note, I don't ever read the HPI and go straight to the assessment/plan. I don't care for the thinking behind a specialists' decision making; I just want to know what they diagnosed patient with and what they are gonna do about it.

I imagine other specialists don't care about why I am choosing lenvatinib/pembro over cabozantinib/nivo; they just want to know what I pick and what I'm treating.
 
I'm early career and only spend 30mins the night before to pre write my notes for the next day. Patient load of 20/day 5 days/wk. I don't waste time making my notes sound nice. If I KNOW the note is going to another oncologist (referring for CART/transplant/clin trial etc), I will make it sound nice and dot my Is and cross my Ts. But other than that, my notes are solely for my billers to get as much out of CMS as possible. So far, they have not complained about the quality (or lack thereof).

My IDA/MGUS patient notes are literally 2-3 sentences and HPI/interval history is just something like "patient presents for follow up of MGUS. Doing well."

That’s interesting. You write your notes the night before? Do you just post date them and delete the no-shows? I have thought about doing this myself
 
That’s interesting. You write your notes the night before? Do you just post date them and delete the no-shows? I have thought about doing this myself
Not sure what EMR @osprey099 uses, but in Epic, you can literally pre-document the entire encounter but it doesn't "go live" until the patient shows up and gets checked in. And if they reschedule, the note is still there when you finally see them.

Like @osprey099, most of my notes are at least skeletonized the night before. And also like them, I spend very little time doing it.
 
Yes we use epic. I typically dictate the HPI bc idc what I say in there but I still type out the A/P because it helps me think better when I type.
 
Not sure what EMR @osprey099 uses, but in Epic, you can literally pre-document the entire encounter but it doesn't "go live" until the patient shows up and gets checked in. And if they reschedule, the note is still there when you finally see them.

Like @osprey099, most of my notes are at least skeletonized the night before. And also like them, I spend very little time doing it.
That would be a nice feature. I’m using oncoEMR/flatiron which I don’t believe is an available feature
 
Yes we use epic. I typically dictate the HPI bc idc what I say in there but I still type out the A/P because it helps me think better when I type.
This is where I've found Dax to be most useful. I more or less ignore what it puts for the HPI (I give it the once over to make sure it's not making things up) and then I hand edit the plan because it helps me remember and think.
 
This is where I've found Dax to be most useful. I more or less ignore what it puts for the HPI (I give it the once over to make sure it's not making things up) and then I hand edit the plan because it helps me remember and think.
The private practice im with does not want to pay for Dax 🙁

But dictating is fast enough. I usually am able to bust out a note in <2 minutes, before I head into the next patient's room
 
Look, “meat and potatoes” notes aren’t bad at all. They’re easier for you to write and (speaking as a specialist on the other side) way easier for me to read.

There is nothing worse as a rheumatologist than to open up an onc note whose HPI stretches on for multiple full screens (seen it happen) with every cough and sneeze the patient had for the last 8 years detailed in length. “Diarrhea of the mouth” assessment/plans are painful too (“pt perhaps has a degree of this and perhaps a degree of that, and by golly we are going to maybe do this or that, or I may consider this too”). Just put wtf is going on and what you’re doing about it.

(And I say this as a rheumatologist, a specialty often known for its own mental masturbation.)


I am not sure if as oncologist we include every cough and sneeze however there is relevancy to the long notes. Especially from diagnosis to treatment, specially including different lines of therapy, documented in a timeline sequence is important for future refence. I think the notes at least are appreciated by our fellow Oncologists. However I do agree that there is such thing as putting too much in the note and not every thought needs to go on paper and mostly just adds to the bloat.
 
I am not sure if as oncologist we include every cough and sneeze however there is relevancy to the long notes. Especially from diagnosis to treatment, specially including different lines of therapy, documented in a timeline sequence is important for future refence. I think the notes at least are appreciated by our fellow Oncologists. However I do agree that there is such thing as putting too much in the note and not every thought needs to go on paper and mostly just adds to the bloat.
I keep a bulleted list of relevant diagnostic and treatment modalities at the top of my note for every patient. BUT...I type it (rather than dictate or copy/pasta) and try to keep it to a line or two. When I see the ones that have just pasted in every radiology and path report in it's entirety, I get hives. I've spent the last year or so editing, or just recreating from scratch, hundreds of patient histories with this kind of ridiculous bloat.
 
I am not sure if as oncologist we include every cough and sneeze however there is relevancy to the long notes. Especially from diagnosis to treatment, specially including different lines of therapy, documented in a timeline sequence is important for future refence. I think the notes at least are appreciated by our fellow Oncologists. However I do agree that there is such thing as putting too much in the note and not every thought needs to go on paper and mostly just adds to the bloat.

I’m a rheumatologist. Believe me, we also have complex patients where we have to keep track of a timeline of events, failed/successful lines of therapy, etc. Some of us do this better than others, but there’s absolutely ways to do this that don’t take up three full printed pages.
 
I get what everyone is saying with notes but obviously they can get complicated depending on the patient - managing neuropathy, mucositis, cytopenias, pain, weight loss, anxiety, etc etc etc

Many of them are more issues than even the GPs deal with and much more complex
 
I get what everyone is saying with notes but obviously they can get complicated depending on the patient - managing neuropathy, mucositis, cytopenias, pain, weight loss, anxiety, etc etc etc

Many of them are more issues than even the GPs deal with and much more complex
1. None of that should be in your ongoing onc history
2. Any one of those should be no more than 1-2 lines.

Pancytopenia - chemo induced
- Continue neulasta
- No transfusion indicated

CIPN - Grade 2, cold sensitivity only
- Monitor

Malignant pain - well managed
- Continue current pain regimen

(That right there is a 99215, even without the cancer and treatment mentioned)
 
^ This is exactly what I do as a fellow. We also set everyone up with a PCP right away if they don't have one +dietitian, palliative for symptom control, PT/OT, other support. The services available will vary depending on where I work as an attending, but so far, I've had to do very little pcp work. I'm still working on making onc histories better. I started off adding the whole radiology impressions in case I missed things but lately, it's been "Mass decreased from 5 to 3 cm, no other mets".
 
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