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Idealiter boeken receptionisten geplande afspraken voordat de patiënten de praktijk verlaten. Dit is echter niet altijd mogelijk en een alternatief is om de patiënten in staat te stellen om later zelf online te boekeneen link te geven zodat ze zelf later online kunnen boeken. Hiervoor moet er aan de volgende voorwaarden worden voldaan:
De praktijk moet de afspraken workflow hebben ingesteld want deze link kan alleen vanuit de vertreklijst worden verstuurd.
Om een geplande behandeling te
Receptionists may be prompted in the Departure Task List to issue patients with a web address for later patient self-booking of planned treatment appointments, if Providers meet certain requirements to make this work.
To meet Provider requirements for patient planned treatment online booking
The practice must have Appointment Workflow configured because a Planned Treatment Online Booking link can only be sent from its Departure Task List at the point of Patient checkout. There is no other way to send it.
A Patient requires an Appointment for Today’s Date.
The Patient requires a Treatment Plan on the Chart Tab, and a minimum of one appointment Planned, with time specified for the Service.
Only Patient planned appointments on the Chart Tab that are marked as To Be Booked will show in the Departure Task List, so Providers must know to tick this checkbox. They must also ensure that the planned treatment has an estimated time (duration). EXACT calculates the sum of the planned services per appointment, and this displays in the Edit Appointment screen Expected Time field:
When charting, the Provider needs to specify to Book this Appointment:
A) Double-click the Appointment to open the Edit Appointment window.
B) Check (tick) the Book this Appointment checkbox and complete all other details in the screen.
C) Check that the appointment has an Expected Time (duration), calculated automatically as the sum of the services' Estimated Times.
D) Click OK.
Receptionisten kunnen in de Vertrektakenlijst worden gevraagd om patiënten een webadres te geven voor het later zelf boeken van geplande behandelafspraken door de patiënt, als Aanbieders aan bepaalde vereisten voldoen om dit te laten werken.
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Enabling Patient Online Booking of Planned
Ideally Receptionists secure bookings from patients when the patients depart Reception. However, this is not always possible, and an alternative is to empower the patients to later self-book online.
Receptionists may be prompted in the Departure Task List to issue patients with a web address for later patient self-booking of planned treatment appointments, if Providers meet certain requirements to make this work.
To meet Provider requirements for patient planned treatment online booking
...
The practice must have Appointment Workflow configured because a Planned Treatment Online Booking link can only be sent from its Departure Task List at the point of Patient checkout. There is no other way to send it.
...
A Patient requires an Appointment for Today’s Date.
...
The Patient requires a Treatment Plan on the Chart Tab, and a minimum of one appointment Planned, with time specified for the Service.
...
...
Only Patient planned appointments on the Chart Tab that are marked as To Be Booked will show in the Departure Task List, so Providers must know to tick this checkbox. They must also ensure that the planned treatment has an estimated time (duration). EXACT calculates the sum of the planned services per appointment, and this displays in the Edit Appointment screen Expected Time field:
...
When charting, the Provider needs to specify to Book this Appointment:
...
A) Double-click the Appointment to open the Edit Appointment window.
B) Check (tick) the Book this Appointment checkbox and complete all other details in the screen.
C) Check that the appointment has an Expected Time (duration), calculated automatically as the sum of the services' Estimated Times.
...