Configuring Contact Details

What does this configuration achieve?

When processing patient departures, the Receptionist will be prompted to update patient contact details from an option in the Departure List:

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ApptWorkflow-ProcessContactDetails

This task relates to blank Email and/or Mobile Phone fields in the patient record. If either of these change for a patient, EXACT has no way of knowing, and will not create a task in the Departures Task List. To cover this possibility, you could configure a Custom task to "Ask patient if any contact details have changed."

IMPORTANT: The Collect Mobile prompt triggers if the SMS Mobile checkbox is unchecked (un-ticked) in the Patient File. To reduce these Collect Mobile prompts, always check this checkbox SMSMobileTicked-textline

SEE ALSO: Reducing automated "Collect Mobile" prompts

To configure a Departure List prompt for Email Address or Mobile number

Access the Appointment Workflow Wizard, select the Email and Phone options, and select Next / Finish.

ConfigureContactdetails-2

See also...

Configuring Appointment Workflow

Configuring Appointment Arrival Options

Accessing the Appointment Workflow Wizard

Configuring the Departure List

Configuring Planned Treatment Appointment

Configuring online booking of planned treatment

Improving system performance via Departure List options

Configuring Recall Appointments

Configuring Payment Processing

Configuring Custom departure tasks

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Configuring Custom departure tasks