Get the Latest COVID-19 Updates


COVID-19 and Patient Safety in the Medical Office

Debbie K. Hill, MBA, RN, Senior Patient Safety Risk Manager

Updated May 14, 2020: Coronavirus disease (COVID-19), declared a global pandemic by the World Health Organization (WHO), continues to spread across multiple continents, infecting over 4.3 million worldwide, with deaths approaching 300,000. Government authorities in nearly all fifty states have mandated shelter-in-place, as outbreaks continue to cluster in some regions across the United States. Numerous medical offices have temporarily closed their doors, while some have begun to reopen. Those who have remained open have been inundated with patients seeking assistance.

With the evolving pandemic, medical offices are very attentive to the widespread outbreak of COVID-19 and are proactively taking steps to safely manage patients while protecting clinical staff. Daily, the Centers for Disease Control and Prevention (CDC) continues to gather data and advise clinicians on COVID-19 through its website and televised press conferences. Because this is a moving target, physicians and all healthcare facilities must remain well-informed and current on public health guidance for screening protocols and patient management.

Staying Abreast of Changes

By now, most healthcare facilities have encountered COVID-19 patients. Early on, medical facilities and the entire healthcare industry were poorly prepared for this outbreak, leading to early mistakes when clinicians encountered cases they had not anticipated seeing. Due to a lack of testing resources, and because the clinical presentation of patients suspicious for COVID-19 infection resembled patients with fairly routine cold, flu, or seasonal allergies (or presenting with no symptoms at all), delays in diagnosis and treatment have been common. But with increased testing availability, and by following current clinical guidelines, facilities where patients receive care can be effective in identifying and treating COVID-19 in a timely manner. Careful screening with a bias for suspicion that a patient might have COVID-19 will serve healthcare providers well in this situation.

The following are some recommendations for the screening and management of suspected COVID-19 patients in your practice:

  • Reference the CDC, your state medical board, professional societies, and federal, state, and local authorities daily for public health guidance and new legislation. This continues to be a fluid situation with ongoing publication of new regulations and guidance. It is crucial that physicians stay on top of these important changes to protect your patients and your practice.
  • Follow the CDC’s patient assessment protocol for early disease detection for patients presenting to your practice. Patients should be screened using the Criteria to Guide Evaluation and Laboratory Testing for COVID-19. We recommend that you check this CDC website often for any updates in screening criteria. Essential visitors to your facility should also be assessed for symptoms of coronavirus and contact exposure and redirected to remain outside if suspect.
  • It is strongly recommended that practices do not turn patients away simply because a patient calls with acute respiratory symptoms. All patients should be triaged over the phone or via telemedicine and managed according to CDC recommendations. Refusing assessment/care may lead to concerns of patient abandonment.
  • With community spread, the CDC recommends alternatives to face-to-face triage and visits if screening can take place over the phone, via telemedicine, through patient portals or online self-assessment tools, or through a designated external triage station. Licensed staff should be trained in triage protocol to determine which patients can be managed safely at home versus those who need to be seen either at the office or at a properly designated community facility. See Healthcare Facilities: Preparing for Community Transmission. The CDC provides Phone Advice Line Tools, which include sample phone script, a clinical decision-making algorithm, and advice messages, while The Doctors Company offers resources on telemedicine in our COVID-19 Telehealth Resource Center.
  • Check with regional governmental and health authorities on the provision of nonessential and elective healthcare visits and group-related activities. States and counties vary depending on number of cases, availability of personal protective equipment (PPE), and availability of hospital beds. For diagnostic and therapeutic interventions, including surgery, the CDC provides considerations for specific settings, including outpatient and inpatient facilities. Also, the American College of Surgeons provides guidance on triage and management of surgical cases, including specialty guidelines. Many states continue to have restrictions on the provision of nonurgent, elective surgeries and procedures. In some states, violations may result in physician jail time, fines, or complaints to the medical board. Check with state and local regulatory agencies for any related mandates.
  • Practices should post front-door signage requiring patients and visitors who are exhibiting COVID-19 symptoms or who have had contact exposure to immediately notify facility personnel via telephone for instructions on accessing care. Include information on the practice website regarding new office policies for appointments, telephone assessment/telemedicine, and visitors. Also, post COVID-19 resources for patients (e.g., the CDC’s Coronavirus (COVID-19) page and COVID-19 Frequently Asked Questions) with a reminder to maintain physical distance and to stay at home to lessen community spread. If the office is closed, update voicemail messages to address telephone assessment, telemedicine, and how to reach the physician in the event of an emergency.
  • To maintain social distancing within your facility, require that patients sit at least six feet or more apart. Patients should be asked to wait in their car if that option is available. Remove magazines and toys from the waiting room. Routinely disinfect the waiting room throughout the day. Develop a cleaning schedule and checklist for your facility, and document in administrative files that it is followed.
  • Evaluate patients on a case-by-case basis. If presenting symptoms and/or contacts are suspicious, and it is determined that the patient must be seen, have the patient call prior to their arrival to make preparation for accommodation. When possible, conduct the patient evaluation outside your facility at a designated triage location. If that is not possible, immediately isolate the patient coming into the office (segregating them from other patients in the facility) in a designated exam room with dedicated patient care equipment. A back entrance should be utilized. Since most medical offices do not have negative pressure airflow, a spare bathroom with negative exhaust fans may be an option in the medical office setting instead of a regular exam room. Review and follow the CDC guidelines for environmental infection control in healthcare facilities. Be mindful that according to the CDC and research published in the New England Journal of Medicine, it is unknown exactly how long the virus remains active once a room is vacated, and there are currently no CDC instructions on length of time before the room may be used again.
  • For individuals entering your facility, instruct them to put on a face mask, utilize tissues, practice good hand hygiene, and dispose properly of any contaminated protective equipment/tissues in a designated waste receptacle. Educational resources, including posters for use in the medical office, are available from the WHO and for healthcare workers from the CDC (Contact PrecautionsDroplet Precautions, and Airborne Precautions). Again, reference the CDC’s Healthcare Facilities: Preparing for Community Transmission and Interim Clinical Guidance for Management of Patients with Confirmed Coronavirus Disease (COVID-19) for patient management guidance.
  • Follow Standard Precautions and Transmission-Based Precautions, including gloves, gowns, protective eyewear, and NIOSH-certified N95 respirators that have been properly fit-tested. If there is a shortage of N95 respirators in your facility, access current CDC respirator recommendations and review Strategies to Optimize the Supply of PPE and Equipment. Remember that patients will scrutinize your adherence to infection control protocol; ensure that staff follow it precisely. 
  • Limit staff exposure to suspected patients, with the exam room door kept closed. Ideally, the designated exam room should be at the back of the office, far away from other staff and patients. The CDC provides guidelines for Patient Placement.
  • Physicians should determine which patients require testing based on presenting symptoms, history, contact exposure, and community transmission of disease. When there is a reasonable presumption that a patient may have been exposed to COVID-19, contact the local or state health department to coordinate testing using available community resources. See the CDC’s Testing for COVID-19 and Priorities for Testing Patients with Suspected COVID-19 Infection. The CDC advises, “Healthcare providers should immediately notify their local or state health department in the event of the identification of a PUI (Person Under Investigation) for COVID-19.”
  • Once the patient exits the room, conduct surface disinfection while staff continues to wear PPE. For general guidance, see Healthcare Infection Prevention and Control FAQs for COVID-19.
  • Maintain records of staff-patient contact, i.e., who was assigned to work with the patient, either in a log or in the medical record. Screening records of staff and of those entering your facility can be filed in your administrative records, as well as all protocols and updated policies your office is following during this crisis.
  • Provide up-to-date, factual information on the virus to the patient and close contacts, including how to follow infection-control practices at home, such as in-home isolation, hand hygiene, cough etiquette, waste disposal, and the use of face masks.
  • Remind patients and their families to access information about the virus through reputable sources such as the CDC, not social media.
  • Check with your local public health authorities for locations designated to triage suspected patients, so exposure is limited in general medical offices. Community emergency preparedness plans have been activated so that parties are coordinating efforts to deliver effective public health intervention.
  • Screen healthcare personnel daily for symptoms/contacts relevant to COVID-19. Any unprotected occupational exposure by staff members should be assessed and monitored. See Interim U.S. Guidance for Risk Assessment and Public Health Management of Healthcare Personnel with Potential Exposure in a Healthcare Setting to Patients with Coronavirus Disease 2019 (COVID-19). Should providers and/or staff test positive within your facility, contact local health authorities for guidance. Disclosure to patients may be necessary depending on the type of exposure that occurred, if any. The health department may assist with patient notification if determined to be necessary. Contact your patient safety risk manager at The Doctors Company, as needed, for additional guidance. For return-to-work guidance, review the Criteria for Return to Work for Healthcare Personnel with Suspected or Confirmed COVID-19 (Interim Guidance).
  • Assess the need for additional staff training to review screening and triage protocols, patient management, use of PPE, patient communications, and any revision in policies and procedures that were made to adapt to the evolution of the crisis. Document all training provided to staff and maintain in administrative files.
  • Conduct daily staff briefs/huddles and end-of-day debriefs. This provides all staff opportunities to discuss anticipated issues during the day and identify concerns, pre- and post-clinic, including COVID-19 updates. Acknowledge the need to provide emotional support to staff who may be dealing with fear or other stressors through employee assistance program or other support mechanisms. Communicate resources to employees.

Consider Legal Risks

When the Ebola virus was new to the U.S., there was one well-reported case where a patient who came to the hospital with Ebola was sent home without treatment. Due to delays in testing and misdiagnosis, patients have also been turned away with COVID-19. Such situations not only put the patients and others at risk, but also put healthcare providers and hospitals at risk for litigation. As we move forward, keeping office policies and procedures current, with documentation of adherence in both administrative files and medical records, is key to litigation defense in the future.

We recommend that when in doubt, healthcare providers should adopt a clinical suspicion of COVID-19 to protect the patient and others. The dynamics surrounding the virus will continue to change in the days and weeks ahead. What must not change is that physicians and care teams should remain vigilant and careful. They should be exceptionally proactive in asking the right questions, documenting interactions, rigorously following protocols, and keeping abreast of emerging insights and data as they become available from the CDC.

The guidelines suggested here are not rules, do not constitute legal advice, and do not ensure a successful outcome. The ultimate decision regarding the appropriateness of any treatment must be made by each healthcare provider considering the circumstances of the individual situation and in accordance with the laws of the jurisdiction in which the care is rendered.


Share Your Feedback

We’ve heard from doctors concerned about the risks involved in reopening their practices. To ensure we provide the most relevant content, please tell us your top concern.


Subscribe for Updates