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Appointment Workflow can prompt for patient contact information on departure. This has shown to be successful in capturing this data which can help with patient retention.
To configure a Departure List prompt for Email Address or Mobile number:
Go to Configure->Practice Settings, make sure “Enable Appointment Workflow” is ticked and click the Spanner button.
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Tick the Prompt for Email Address if missing and/or Prompt for Mobile Phone if Missing
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Click Next until Finish.
What does this configuration achieve?
When processing patient departures, the Receptionist will be prompted to update patient contact details from an option in the Departure List:
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This task relates to blank Email and/or Mobile Phone fields in the patient record. If either of these change for a patient, EXACT has no way of knowing, and will not create a task in the Departures Task List. To cover this possibility, you could configure a Custom task to "Ask patient if any contact details have changed."
IMPORTANT: The Collect Mobile prompt triggers if the SMS Mobile checkbox is unchecked (un-ticked) in the Patient File. To reduce these Collect Mobile prompts, always check this checkbox
To configure a Departure List prompt for Email Address or Mobile number
Accessing the Appointment Workflow Wizard, select the Email and Phone options, and select Next / Finish.
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