Patient Outreach Workflow

 Appointment Reminders, Recall Reminders, and Balance Notifications 

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Select this link, Patient Outreach Interactive Flow Chart, to open an Interactive Flow Chart to guide you through each step.

• Related Articles

• Patient Outreach Overview

  Patient Outreach Hub Patient Outreach serves as a hub that provides access to Appointment Reminders, Recall Reminders, and Balance Notifications. (Scheduling > Patient Outreach button) Appointment Reminders (Premium Add-On) Set up and manage SMS, ...

• Workflow for Appointment and Recall Reminders

  Patient Outreach Interactive Flow Chart Contact your Account Manager for information on getting started. Set up System Settings. Create some Basic Message Templates. Create at least one message for each delivery method that you are using. Text ...

• Check-In/Check-Out Daily Workflow

  Workflow for the Front Desk Users Start of the Day Create a New Reference Batch. Check-In Process Patients can be Checked In from the Calendar and/or Patient Dashboard. Check-In From the Calendar On the Calendar, select the Patient's Appointment or ...

• Print a Patient Receipt

  Receipt Address The Address that is printed on the Receipt is captured in this order: Facility selected on the Reference Batch. Pay To/Billing Location if it has been marked as the Default Receipt Address, and there is not a Facility chosen on the ...

• Create a Patient Receipt/Post Payment Manually

  Patient Receipt Creation If the Copay was not entered during the Check-in/Check-out workflow or if your Practice does not use the Calendar: Enter NR in the Navigation box (Go-Cuts) shortcut; Use the Post Payment link on the Patient Dashboard; Use the ...