Appointment Workflow facilitates a continuous cycle of treatment, to the benefit of both the practice and the patients.
Planned Treatment example:
Current patients are a primary market
Current patients comprise a productive target market for reselling services because
the practice already has a relatively intimate relationship with them based on a degree of trust,
the sales cycle for reselling is exceptionally short, and
the effort to prospect for further business from existing patients is minimal.
Retaining patients by means of automated workflow
The Appointment Workflow facility enables a practice to
retain patients for further oral health work by ensuring that they always have future appointments booked,
automate the practice workflow for retaining patients,
define and integrate the required Provider (Dentist, Hygienist) and Receptionist tasks within the workflow,
track participant compliance in the workflow and produce compliance reports,
continuously improve workflow by viewing and acting on relevant compliance report statistics.
Arrival Tasks List
When Receptionists go to register a patient as "arrived" an Arrival Tasks List displays outstanding procedures and reminders for that patient:
Departure Tasks List
Receptionists use a Departure Task List on the Main screen:
This tasks list is configured by means of an Appointment Workflow Wizard that specifies required departure tasks that the Receptionist must carry out.
Prompting for custom options
Besides standard tasks, the Appointment facility can require the Receptionist to perform further custom tasks such as:
To wish the patient Happy Birthday for any birthdays within 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.
