How to Automate New Patient Forms

Introduction:

The Delivery Schedule automatically queues Email, SMS, Postal Mail, and Phone Calls for delivery based on specific triggers. These triggers include events such as:

• An Appointment is Scheduled (unconfirmed)

• An Appointment is Confirmed

• A New Patient is Created

• A Patient's Birthday

• A New Lead is Created

• A Patient is in Recall

This guide will walk you through the process of adding a New Patient Forms Touchpoint (Reminder) to your Delivery Schedule. This ensures that when a new patient is created, they receive the appropriate forms or reminders.

Process Overview:

To add the new patient forms as part of your delivery schedule, you’ll need to:

1. Go to the settings menu.

2. Select the option for the Delivery Schedule.

3. Choose New Patients.

4. Select the trigger “A Patient is Created”.

5. Create a new event for this action.

Step-by-Step Instructions:

1. Go to Settings

• Click on the drop-down menu in the upper right-hand corner next to your account name.

2. Select Delivery Schedule

• In the left-hand column under Settings, click on Delivery Schedule.

3. Select New Patients

• Under the Delivery Schedule section, choose New Patients.

4. Select 'A Patient is Created'

• From the available triggers, choose A Patient is Created to set the condition that this event occurs when a new patient is added.

5. Click the "Create Event" Button

• This will allow you to define the specific automation for this event.

6. Set the Event Criteria:

• Message Recipient:
  Decide if the message will be sent to the patient or a notification user (typically office staff).

• Select Template:
  Choose the type of template you'd like to send. For new patients, offices typically choose SMS or Email.

  • Important Note: By default, only email templates will be available. If you want to send an SMS, you must first create an SMS template under the Templates tab. Once the SMS template is created, you can select it within the Delivery Schedule.

• Message Timing:
  Determine when the message will be sent. Please note that one hour is the minimum time required to ensure proper synchronization between systems.

7. Click Save

• After configuring the automation, click Save to complete the process and save your changes.

Conclusion:

You’ve now successfully added the New Patient Forms touchpoint to your Delivery Schedule! This will ensure that when a new patient is created, they’ll automatically receive the designated communication (such as forms) based on your selected criteria.

If you need to adjust any settings or templates, you can always return to the Delivery Schedule section in Settings.