Worksheet

Clinic workflow and role map

A workflow chart from booking through check-in, consultation and follow-up, paired with a role matrix for reception, doctors and billing staff. Complete it against your own clinic’s staffing before you choose a tool.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Clinic Appointment and Patient-Management Software Guide”, www.gullysystem.com/blog/clinic-appointment-and-patient-management-software-guide