Daily to-do list

MINI SERIES - PART 1

Monitoring the online appointments tab 🧐

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Sending planned links 🥳

1. 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...

2. 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:

3. With contacts recorded, the Receptionist clicks the online bookings button  to open the Send Online

Booking Link by SMS/Email window:

1. 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.