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Search using key words
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Overview
Purpose
This feature enables
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EXACT to automatically send patient appointment follow-ups by SMS, Email and/or EasyPost.
Where the appointment follow-up medium is SMS, if patients return an SMS keyword,
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EXACT can automatically reply with a second
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Practices can employ this functionality in different ways, but many are likely to create a survey where the patient returns a scored response and the practice follows up according to the score.
Features
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follow-up
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SMS
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.
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Benefits
This
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is
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an
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Requirements
- EXACT v11.3 SP6 or later
- SMS and Easypost options require that SMS Replies and EasyPost are operational.
- Security permissions are required for setup. These can be set manually, but they are also automatically inherited when you upgrade to v11.3 SP6. If a User has the security to access the Automatic Appointment Reminders section, they will also be able to access the Automatic Appointment Follow-Ups on software upgrade.
Using Automatic Appointment Follow-ups
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automated feature requiring no user workflow.
However, users can track SMS follow-up responses per patient, and use the SMS Follow-up Responses Report as a management tool
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Tracking patient SMS Follow-up Responses
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.
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Running the SMS Follow-ups Report
This report only applies to SMS Follow-up responses with keywords enabled.
To run the SMS Follow-ups Report
- Go to Administration > Reports and select SMS Follow-up Responses:
- Specify print parameters:
(to print all Providers, leave the Provider(s) field blank)
- Print example:
Configuring Automatic Appointment Follow-ups
Configuration options
Options are flexible so you need to carefully plan the configuration to best match your patient demographics, practice culture, practice business objectives, and patient technology preferences.
Decisions include:
What follow-ups should you have after a patient appointment?
(You can have up to three appointment follow-ups, set at different intervals (hours, days, weeks), in three different media (SMS, Email, EasyPost), targetted at specific types of patients/appointments as identified by query template)If you conduct a survey, how many levels should you use in the measurement scale?
(up to six levels such as 1, 2, 3, 4, 5, 6)Do you want a second follow-up? When the patient replies to the survey by SMS, stating a keyword, what should you say?
(You need to create an effective template SMS response to each survey score (keyword))What survey objectives to set for practice management?
What Provider objectives to set for patient scoring?
(you can compare Providers or track each Provider over time)What practice objectives to set for patient survey scoring?
(you can track mean scores for the practice)How often to review the SMS Follow-up Responses Report and track performance?
Will you schedule the SMS Follow-up Responses Report?
Configure
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Appointment first follow-ups
Overview
In the Appointment Follow-ups Wizard, create up to 3 automated first follow-ups in any of these media: SMS, Email, EasyPost.
For each first follow-up,
Create and specify a template according to the medium.
Specify the sending intervals (in hours, days and weeks) after the appointment.
Specify what type of patients to target by assigning an existing patient query or creating a new patient query.
To create automated first follow-ups to a patient appointment
Access the configuration wizard from Configure > Automatic Appointment Follow-ups.
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The Automatic Appointment Follow-ups Wizard displays:
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Select Next> to display the next wizard page:
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In this screen you can create up to three follow-ups, which can flexibly vary according to Type, sending interval after the appointment, the template that
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EXACT will send, and the target patients (whom you can specify by Query Template, according to parameters such as type of treatment or payor).
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EXACT will only send one follow-up message per day, even if three are configured. This caters to a situation where the patient has both a Dentist and Hygienist appointment but receives a single follow-up rather than duplicate follow-ups.
Note that when you 1) create an SMS follow-up and 2) assign an appropriate template, the Keyword settings button is activated, and you can opt to select this in order to Configure EXACT's second follow-up.
Example:
One hour after after patients have had a tooth extracted,
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EXACT can initiate an EasyPost after care brochure on tooth extraction, to reach them within an estimated 2 - 3 days, and
Two days after patients have had a tooth extracted,
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EXACT can send them a courtesy SMS with brief instructions for care, and
Three days after patients have had a tooth extracted, and once they have likely received the courtesy SMS and the After Care EasyPost brochure,
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EXACT can send them an SMS survey requesting keyword-feedback on the quality of their appointment.
Sample courtesy SMS:
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Sample survey SMS:
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Configure the optional second follow-up
The second follow-up is an SMS response to an SMS keyword received from the patient from the first appointment follow-up.
To configure the second appointment follow-up SMS reply
Access the configuration screen from the Keyword Settings button:
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The Appointment Follow-up SMS Reply Setup screen:
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More details
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Tracking patient SMS Follow-up Responses
Go to the Patient File > Contacts tab, where you will find all SMS follow-up responses listed.
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Running the SMS Follow-ups Report
This report only applies to SMS Follow-up responses with keywords enabled.
To run the SMS Follow-ups Report
Go to Administration > Reports and select SMS Follow-up Responses:
Specify print parameters:
(to print all Providers, leave the Provider(s) field blank)
Print example:
