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Specialty Playbooks

Where each specialty loses patients between consult, procedure and follow-up, and how practices find them. Each playbook follows one specialty's care path.

More Specialty Playbooks articles

Specialty Playbooks

Orthopedic Imaging Follow-Up: Finding Patients Whose MRI Was Never Reviewed

When an MRI ordered at a nonsurgical visit is never reviewed, a patient who wanted to discuss options can disappear. Here is how to define the cohort, measure conversion honestly and follow up without pressure.

6 min read
Specialty Playbooks

Pain Management: Tracking Patients From Diagnostic Block to Radiofrequency Ablation

A block-to-ablation sequence passes through many hand-offs, each with a different owner. Map each patient to a state, find the ones with no recorded next step, and let physicians decide what happens next.

6 min read
Specialty Playbooks

Urology Surveillance Recalls: Tracking Overdue Cystoscopy Follow-Up

A cystoscopy surveillance recall list is only useful if staff believe it. Here is how to strip out booked, completed and changed recalls, rank what remains and route declines back to the urologist.

6 min read
Specialty Playbooks

Finding CKD Follow-Up Gaps in a Nephrology Practice

CKD patients rarely leave a nephrology practice on purpose. They miss a lab, a visit slips, an outside referral goes quiet. Here are the five gap types, how to find each one and who should work them.

6 min read
Specialty Playbooks

Pulmonology: Finding PFT and Sleep Study Orders That Were Never Completed

Pulmonary diagnostics are scheduled outside the clinic, in the PFT lab, a sleep center or a home testing workflow. Here is how to age open orders, define completion and give each list the right owner.

6 min read
Specialty Playbooks

Ophthalmology: Tracking Cataract Consults That Never Reached Surgery

Some cataract patients decide not to proceed, and that is their choice. Others decided yes and still have no date. Here is how to tell the two apart, find stalled cases and follow up without pressure.

6 min read
Specialty Playbooks

How Gastroenterology Practices Lose Revenue Between Consult and Colonoscopy

Most GI revenue leakage happens in the hand-offs between a referral, the consult, the procedure order, prep, the colonoscopy itself and the recall that follows. Here is where each step breaks and what to measure.

7 min read
Specialty Playbooks

Colonoscopy Recall Management for Gastroenterology Practices

Colonoscopy recall management is the work of making sure patients whose clinicians set a future colonoscopy actually get one. This guide covers criteria, due dates, data quality, outreach, scheduling and verifying completion.

6 min read
Specialty Playbooks

How to Find Colonoscopy Orders That Were Never Scheduled

Colonoscopy orders that never reach the schedule leave no error behind. Here is how GI practices identify them, separate real gaps from false positives, handle post-test follow-up orders and build a ranked follow-up list.

7 min read

Start here: Specialty Playbooks

Every specialty leaks in different places. In gastroenterology it is often the step from consult to colonoscopy and the surveillance recall after it: see how GI practices lose revenue between consult and colonoscopy, colonoscopy recall management and colonoscopy orders never scheduled. Other playbooks follow cardiology test orders, orthopedic imaging follow-up, pain management block to RFA, urology cystoscopy surveillance, nephrology CKD follow-up, pulmonology test orders and ophthalmology cataract consults. For each specialty's product page, see healthcare revenue leakage intelligence by specialty. Intervals and next steps in every playbook are set by the treating physician and the practice's protocols.

Specialty Playbooks: common questions

More in our FAQ, or ask our team.

Do these playbooks give clinical guidance?

No. They describe operational workflows: how to find patients whose next step never happened. Clinical intervals, indications and next steps are always the treating physician's decision.

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