Configuring arrival procedures for Contact Consent

To configure Contact Consent arrival options

  1. Select Configure > Appointment Book, and in the Appointment Book Setup screen, select the Arrival Options button to display the Appointment Arrival Options window.
  2. In the Appointment Arrival Options window, select the Contact Consent tab:

    MarketingConsentTab Upto3PagesConsent

In the Appointment Arrival Options window, click the Contact Consent tab:

Terms and Conditions

Contact Consent

Patient Data Use

 

 

 

checkboxblack-checked Collect patient consent to send marketing

When checked, EXACT will display Contact Consent as a required task in the Arrivals Task List, if the patient has not yet given consent.

 

Contact Consent text

EXACT delivers a simple contact consent text template, but you can optionally edit this as required - simply click in the text box and edit it, or paste text from another application.

For Clinipad users, your custom text can extend to up to three Clinipad pages.

 

The Practitioner view of Contact Consent

From the Arrivals Task List window practitioners may see either paper signature, electronic or Clinipad options:

MarketingConsent-NoClinipad-CollectOnPaper

MarketingConsent-CollectOnPaper

MarketingConsent-CollectOnClinipad

 

If the Receptionist fails to capture Contact Consent at arrival, EXACT will then prompt again at departure, from the Departure Task List:

MarketingConsentDepart

 

 

See also...

Configuring Appointment Arrival Options

Configuring arrival procedures for Medical History

Configuring arrival procedures for Oral Health Survey

Configuring arrival procedures for Terms and Conditions

Next >>

Accessing the Appointment Workflow Wizard