Configuring Appointment Workflow

Access the Appointment Workflow Wizard (Enabling Appointment Workflow) and then configure from the Departure Details screen for any or all of these options:

Configuration Tasks

Configure the Appointment Arrival Task options. This includes configuring arrival tasks for Medical History, Oral Health Survey, Terms and Conditions and Marketing Consent.
Specify the parameters for the Departure List (which standard tasks the Receptionist must process during patient departure), and create custom tasks for the Receptionist to process.
Prompt the Receptionist to schedule bookings based on the Providers' planned treatment on the chart
Prompt the Receptionist to issue a web address to the patient via SMS and/or Email so that the patient can self-book planned treatment appointments online.
Prompt the Receptionist to book future Recall appointments for patients whose current treatment is completed, and for whom no further treatment has been planned on the chart.
Prompt the Receptionist to process patient payments
Prompt the Receptionist to ask for contact details if a patient's email address is missing, or mobile phone number is missing from the records.
Prompt the Receptionist for custom reasons that are not by default included on the Departure Details screen. For example:

• To wish the patient Happy Birthday for birthdays in the following week.

• To issue a brochure on practice special offers for the next 6 months.

• To issue a list of services offered by the practice.

• To discuss discounts offered for patient referrals.

• To direct patients to the comprehensive practice website where they can view special offers and be further educated on the benefits of various dental services.

• To sign-up the patient for a newsletter.

• To request the patient complete an evaluation form on the practice's customer service.

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