I’m reevaluating our weekly implant planning blocks (2 hours on Tuesdays using coDiagnostiX) because post-op follow-up calls at 24–48 hours keep getting squeezed into lunch. For those coordinating implants, how do you protect dedicated planning time without shortchanging patient follow-up and still meet monthly case acceptance targets?
“slowing the docket? General information only — please consult a qualified attorney for case‑specific guidance.” I’ve had good luck with an Acrobat Action Wizard that pulls a CSV of child names/schools/emails from Clio, runs pattern search‑and‑redact (SSN/DOB too), then flattens to a Redacted_Efile folder; Foxit felt faster on OCR but missed a couple hyphenated surnames — have you tried its keyword list import?
I borrowed @jacobr2001’s batching idea: we pre-book two 10‑min “post‑op call” slots per day at checkout and send a day‑1 SMS check‑in with a yes/no symptom link, escalating only when needed — our Tuesday 2‑hr coDiagnostiX block is now treated like “OR time,” no lunches crashing the party… Would pre‑booking those micro slots and using a templated script keep your follow‑ups on track without sacrificing case planning?