When I work in the outpatient clinics:
Especially for new patients, I do like symptoms checklists in the waiting room. Make sure there is a way for the responses to stay hidden from office staff - so patients don't have to worry about who else sees them - even if it's simply that the pt brings it in from the waiting room. When I go to a new doctor's office, there are some responses that I will not write, and instead write "ask me inside the exam room." I don't mean to be rude, but there are somethings that I just don't want the clerical staff to accidentally see.
Whether paper or computer, I document during the appointment. It seems like pt's would find this annoying/distracting, but I found a things to make it work:
1) While the pt is actually speaking, I concentrate on looking at the pt. If I make any notes, they are tiny. However, when the pt implies something he's saying is important, I make sure to give a change of expression, and then look down to make a short note (even if I don't think it's important). This shows people you are listening and responding to what they say. If I need to make a note that takes more than 1 second, I make a quick remark (like "Oh, no. That's awful.") to give myself a couple seconds before the pt goes on speaking and I need to be looking at him and not the paper/computer.
2) When I'm speaking, that's when I make more extensive notes, complete elements of the MSE, begin making Tx Plan notes, etc. It seems people are just not that interested in eye contact when they are not the ones speaking.
Using those two principles, I've documented entire new pt evaluations, reached an agreed treatment plan, written prescriptions, etc. in 45-50 minutes. Then sometimes the pt asks, "So now you have to write down everything? How long does that take?" When I explain that I'm nearly done because I've been writing the whole time, they are amazed. "When did that happen? I never saw you write a thing."
Also, I have a handout form with checkboxes and fill-in instructions, that reduces the time it takes for the "okay, so before the next appt..." section at the end of the appointment. It also means...
A) I don't forget to give important instructions (like NO ALCOHOL OR DRUGS)
B) There is a written record of my instructions, including med taper/titration
C) There is an opportunity for pt to ask questions about the details before leaving.
All nice to have should there ever be a legal question.
One other thing I've been advocating, but can't get the outpt clinic to agree to:
Assign appt times 15-20 min before the time I expect to meet the patient, e.g. if my calendar say the appt is 2pm, the patient's appt card says 1:45.
Most every place I've worked has about 20% no-show rate.
People can have trouble parking, busses run late, etc, so I don't want to cancel the appt until ~ 15 minutes after the time on the appt card. If we set the appt 15 min before, we can declare the pt "late" upon 15 min past the time on the card and not feel immoral. So, if the appt card says 1:45, and the pt arrives past 2pm, then it seems very reasonable for me to have moved onto something else, like seeing an "urgent care" walk-inpt who was waiting for a chance to be seen because of some emergent problem. This is very different than simply telling patients "please arrive 15 min before your scheduled appt" because that Never seems mandatory - even when I'm the patient at a doctor's office. But most everyone understands that if you arrive 15 min PAST the time on the appt card, that your are "LATE" and the doc may have had to move on to another patient, and your appt will be re-scheduled or you can wait to see if there is another no-show later in the day.
Another item, try to arrange to have phone/fax messages attached to the chart before being given to you. This may seem elementary, but some clinics don't customarily do this. If you get the messages and fax refill requests, etc. and then have to request the chart, it all takes so much longer. If office staff are saying that takes too much of their time, point out that this system allows them to take several messages to med rec's at once (like once every 2 hours), reducing the total time of running back and forth. If they insist that you see the message first and wait for you to request the chart, they will have to go to/from medical records many more times.