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Setting Up Workflow Contact Details

Owned by Craig Obee, created
Last updated: May 25, 2021 by Richard Harris
2 min read

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.

Tick the Prompt for Email Address if missing and/or Prompt for Mobile Phone if Missing

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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