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OKR template to develop effective patient re-engagement strategy for the clinic

public-lib · Published about 2 months ago

This OKR is focused on developing an effective patient re-engagement strategy for a clinic. The strategy involves increasing the patient return rate by 15% through personalized follow-up activities. Some of the initiatives include implementing a patient satisfaction feedback system and developing a personalized post-appointment communication system.

Another major objective seeks to measure patient satisfaction and achieve an improvement of 10% in feedback scores. To attain this, a structured patient satisfaction survey system will be created, customer service training will be provided to staff, and feedback from surveys will be evaluated regularly.

The third objective targets a communication program design that aims to reach 20% of lost patients by the end of the quarter. To achieve this, a program would be launched, followed by monitoring responses and adjusting the strategy accordingly.

Lastly, the strategy includes developing engaging outreach material and identifying specific patients for targeted communication. Providing customized health education materials to patients will also be a part of this initiative.
  • ObjectiveObjectiveDevelop effective patient re-engagement strategy for the clinic
  • Key ResultKRIncrease patient return rate by 15% through personalized follow-up activities
  • TaskImplement a patient satisfaction feedback system
  • TaskDevelop a personalized post-appointment communication system
  • TaskCreate customized patient health education materials
  • Key ResultKRMeasure patient satisfaction and achieve an improvement of 10% in feedback scores
  • TaskImplement a structured patient satisfaction survey system
  • TaskEnforce customer service training for staff
  • TaskEvaluate and adjust survey feedback regularly
  • Key ResultKRDesign a communication program targeting 20% of lost patients by end of quarter
  • TaskLaunch program, monitor responses, and adjust strategy accordingly
  • TaskDevelop engaging outreach material with follow-up plans
  • TaskIdentify specific lost patients for targeted communication
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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