Obtain and prepare all required information, equipment, and supplies prior to the day of an appointment whenever possible. This removes work on the day of the appointment and allows for advance planning for special resources required to meet the patient's needs.

Use a "chart check" as an inspection step prior to the synchronization point (physician entering exam room) to reduce the chances that physicians (a scarce resource) and patients (the key customer) will have to wait for necessary information (e.g., lab results or diagnostic tests, etc.) at the time of the visit.

A clinician can make note of the critical elements necessary for the next visit. Staff can then ensure that these critical elements are available or reschedule the follow-up visit rather than create a wasted visit. Staff can use the reason for visit or prior office note to anticipate equipment needs such as cryo machine for warts, "eye cart" for corneal abrasion, etc.