Overview
It is often useful to send clients certain documents (such as consents) before the visit. Doing so allows visits to start more quickly, and it allows for spending more time on the patient rather than on administrative tasks. Sending these documents in advance of the visit can be done automatically with a few simple configurations.
Enabling the Pre-Visit Confirmation
To enable pre-visit confirmation:
Click on "Settings"
Click on "View Configurations"
Find "Pre-Visit Confirmations", and select "Edit Configuration" from the gear icon to the right
Enter in how many minutes before the appointment you want any pre-visit confirmation to send.
Select the "Format" in which the pre-visit confirmation will be sent.
Configuring Add-On
When messages are sent, and which letters and/or forms are to be included, are configured in the appointment types. By default, all appointment types are opted out from Pre-Visit Confirmations. To opt an appointment type in, simply edit the appointment type and set the option to allow Pre-Visit Confirmation. Once this field is updated, you'll be able to set a default email template (assuming you want to overwrite the system default), and which letters and/or forms you wish to be included.
Click here to learn more about managing appointment types.
Click here to learn more about working with Forms.
Click here to learn more about Letters
Click here to learn more about email defaults.
The Client Experience
Depending on the appointment type, the client receives an email or text message prior to the visit, requesting them to review certain documents. The client is then prompted to update their contact information, which will automatically update their profile. Next, they review the letters and forms associated with the appointment. If any documents require a signature, the client can sign directly on their device. Finally, the client has the option to add any additional relevant information, which will be appended to the visit notes in the schedule. Any forms or letters that are filled out will be uploaded into the client's documents.