Resources
Practical notes for a busy care team
Worked examples and checklists for appointment changes, referral follow-up, and care-gap outreach. Adapt them with your team and your practice’s approved policies.
Looking for in-depth guides? Explore the Ethon blog →From the Ethon team
Pick a problem to work through
Make it easier for patients to change an appointment
Use this appointment reminder and rescheduling checklist to test patient reply options, confirm schedule changes, and give your front desk a clear handoff.
3 min readCare CoordinationGive a stalled referral a clear next step
Build a referral follow-up worklist with clear owners, missing-record requests, review dates, and handoff rules. A practical checklist for care coordinators.
3 min readValue-Based CareA booked visit is not a closed care gap
Plan care-gap outreach with a wellness-visit example. Separate eligibility, contact, booking, and verified completion before reviewing your pilot results.
3 min readTalk it through
Want to talk through your own process?
Tell us where the back-and-forth happens. We’ll discuss a practical starting point for your team.
What we’ll cover
- The calls and tasks you want help with
- When your staff need to step in
- System compatibility, setup, and next steps