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These tasks relate to Receptionist responsibilities in the Clinical workflow per patient.
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Task: | See |
Accept the patient into the practice reception by clicking the check box in the Appointment Book. This pops up the Arrivals Tasks List for processing. When Arrival tasks are completed, a ‘stick figure’ displays in the Appointment book to indicate the patient has arrived for their appointment. | |
When the patient is departing, in the Departure Task List: | |
Monitor and manage the Departure List in the Main screen Multiday Appointment Book. | |
Schedule Appointments for the treatments planned and specified by a Provider. | |
Schedule recalls / appointments for a patient who has no further planned treatments. These recalls would typically be either further services such as bleaching, or a future oral examination. | |
Facilitate patient booking of planned treatment appointments online by sending them an SMS and/or Email with a link to a web address whose page is pre-populated with the treatment details. | |
Process Payments. These payments by default include all invoiced payments, but depending on the configuration, they may include completed treatments or planned treatments that haven't yet been invoiced. | |
Record patient details (Email address, Mobile Phone) if they haven't yet been recorded. | |
Custom task. This may be any kind of task prompt that has been configured for the practice. | |
Collect Marketing Consent. Receptionists may be prompted to collect the permissions given from patients to the practice to legally send them marketing-related information. |
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