| Return patients generate approximately 80 | | | | complete information about patient's health and |
| percent of clinic's revenue. Patient Relationship | | | | care history. It is similar to electronic medical |
| Management (PRM, also known as CRM, for | | | | record and subject to same HIPAA compliance |
| Customer Relationship Management outside of | | | | regulations. ETC includes: |
| healthcare) can enhance financial performance of | | | | - Numbers and dates of visits |
| the clinic by helping retain current and attract new | | | | - SOAP notes for each visit |
| patients. Effective PRM uses integrated data using | | | | - ICD-9 and CPT codes |
| patient travel card (SOAP notes), frequency | | | | - Care frequency recommendation summary |
| recommendations (care plan), and billing (charges, | | | | - X-rays and posture images |
| payments, and balance). | | | | Frequency Recommendation |
| PRM is a data-driven and patient-focused | | | | Frequency recommendation summary presents |
| methodology to strategic practice building and | | | | an interpretation of patient's compliance with |
| effective patient relationship development. PRM | | | | doctor's recommendation in concise form and |
| helps identifying new service needs and then | | | | allows specification of PRM thresholds. Specifically, |
| designing care programs and office and billing | | | | it has four parts: |
| processes to meet the needs. | | | | - Weekly treatment frequency recommendation, |
| PRM also helps providing timely, patient centered, | | | | typically a single digit between 1 and 3 |
| and efficient care, emphasizing preventive instead | | | | - The number if weeks when the patient complied |
| of reactive care. A basic PRM system captures | | | | with the recommendation |
| patient information during entire period of the care | | | | - The total number of weeks for a given |
| plan in terms of functional health improvement, | | | | recommendation |
| care plan implementation, and billing. | | | | - Care plan start date |
| Patient Relationship Management Principle | | | | - Number of missed appointments along with |
| PRM includes a travel card (TC), treatment | | | | documented reasons for missing an appointment |
| frequency measures, and billing balance. PRM | | | | For instance, a frequency recommendation |
| system tracks changes in the travel card, in | | | | summary [3X: 3/13] means that treatment is |
| Frequency Recommendation summary, and in | | | | recommended three times per week for thirteen |
| billing balance, and generates reports to alert | | | | weeks, and the patient complied three weeks out |
| office management about lists of patients | | | | of thirteen. |
| reaching important thresholds. The office manager | | | | A treatment plan then is a list of such frequency |
| or the doctor can review such reports and | | | | recommendation summaries, for instance, |
| respond according to practice development | | | | [3X: 3/13], [2X: 15/15], [1X: 4/12]. |
| strategy, using call centers, Internet, direct mail, | | | | In summary, Patient Relationship Management |
| or personal conversations during office visits. | | | | (PRM) can become a major differentiating factor |
| Electronic Travel Card | | | | in building successful and competitive chiropractic |
| An electronic equivalent of a paper travel card | | | | clinics. It requires integrated systems combining |
| (Electronic Travel Card, or ETC) contains | | | | data about patient's health, care plans, and billing. |