Using the Courtesy List

We talked about including schedule alerts in a previous lesson. These notes are added directly to your patient schedule, but also need to be consolidated on your courtesy list for easy access. We found that just depending upon scattered notes on your patient schedule is too hard to access and use effectively on their own when you actually need them. That Courtesy List, which includes all these alerts, will soon become a key tool in your efforts to slide your schedule during the day. Everyone on the team should understand how these lists and alerts are used and, like most all best practices, there should be 100% commitment across the entire team to using these tools according to procedures. There is no place for rebel and renegade actions with something this important and this strategic. It is your responsibility to let your supervisor know if someone on the team is not following procedures and that includes the optometrists.