Pre-visit confirmations

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 Add-On

To enable the pre-visit confirmations add:

1. Click on Settings
   
2. Click on "Add Ons"
   
3. Click on the plus icon for the "pre-visit confirmation" row
   
4. Complete the form (see below for more information about the configuration options)

Configuring Add-On

Once enabled, you will be prompted to select how far in advance of the visit you wish to send the confirmation message, as well as the format of the message (email or SMS).  When messages are sent, and which letters are to be included, are configured in the appointment types.   By default, all appointment types are opted out.   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 the letters to be included.  

Here's more information about appointment types, including how to add and edit them.

Here's more information about letter templates, including how to create them.

Here's more information about managing email defaults.

The Client Experience

Depending on the configurations for each appointment type, the client receives an email or text message in advance of the visit.  The message asks the client to review some documents prior to arriving for the appointment.  The client is then asked to review and update his/her contact information (any changes made here will update the client's profile).  Next, the client is prompted to review the letter(s) assigned to the appointment type.  If any of the letters contain a signature field, the client will be able to sign the documents on his/her device.  The last step provides a field to provide any additional relevant information about the visit. This information is appended to the visit notes in the Schedule.

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