Establishing rapport early with new members and new patients, whether they joined your panel by choice or automatic assignment, is pivotal. Trust in a physician ranks as the top predictor for whether a patient stays loyal to a physician’s practice. Patients who trust their doctors are more likely to follow treatment protocols and successfully change behavior. The best time to establish trust is at the very beginning of the relationship with new patients.

Integrating the flow of new patients and ensuring all panel members receive quality care in a timely manner is coordinated through triage-based management of resources. An effective, data-driven onboarding triage system guides providers, plan managers, and patients through the process. This includes identifying sources of new members, deciding how to conduct assessments, investing in individuality, defining standards of service, sending a welcome package, and planning to meet demand.

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