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When the patient departs through reception the Receptionist attempts to book the planned treatment appointment manually in the appointment book.
If the patient cannot or will not commit to a booking, the Receptionist opts to send the planned treatment booking URL...If the patient has no Email and/or SMS contacts recorded, the Receptionist will first need to record them:
NOTE: EXACT will pop up a warning if the Receptionist clicks the online bookings button without having these contacts recorded:
In this case the Receptionist can either open the Patient File to record the details, or click the Collect Email and Mobile prompt in the Departure Task List:
TIP: When both the Collect prompt and the online bookings button both appear, first collect the contact details:
With contacts recorded, the Receptionist clicks the online bookings button to open the Send Online
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Booking Link by SMS/Email window:
The Receptionist checks (ticks) any combination of these checkboxes and then clicks Send.
The following processes then occur:
The SMS/Email with the booking URL is sent to the patient.
The online bookings prompt disappears from the Departure Task List:
The patient details display in the Follow Up tab under the category OLB Link Sent:
The booking URL is populated with details of the planned treatment booking requirement, ready for patient booking.
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