Travis:
I think I have a pretty easy fix to the problem but it doesn't involve AC. I do sports medicine and I track all my patients and what diagnosis they have, what my four word treatment plan is (HEP, physical therapy, NSAIDs) and when their next follow up is due. When they check out, my front desk staff inputs this into an excel sheet. They use columns:
Name, Last Visit, Diagnosis, Plan, Next Visit
we sort this by keeping all patients that are not active for stuff at the bottom, and on top have the patients that need to go get MRI's, testing, etc and odn't have f/u's or if they need a f/u but coudln't make it yet. In the middle section we have the ones that have a plan and a follow up made. so that every morning the front desk uses the sort function in excel to bring the days patients to the top.
And every couple days my front desk girl looks at who should have followed up and who should have gotten an MRI or if someone needed f/u to check on them if they had a concussion.
I know it seems like a lot of work but really it isn't once you get the initial people in the sheet!
And my office is a staff of me and my one front desk girl, kim.
