The Atlas Safety Net can also be used to Confirm Patient Appointments. There are two main points to explain about the Confirmation Feature:
When a Patient is configured to have their Appointments Confirmed, each of their Future Appointments will be set for Reminders.
and
Confirmation Alerts do not 'pop-up' but instead are organized and displayed in the CONFIRMS tab of the Safety Net. Proper use of the Safety Net is required to utilize Confirmations.
Keeping those two focus points in mind, this section will explain the proper configuration and setup of the Confirm Feature.
To begin, select a Patient who wants to have Reminders sent for their Appointments.
Open the Patient profile by clicking EDIT. Near the bottom of the window you will find a checkbox labeled 'CONFIRM APPOINTMENT' - check this box to 'turn on' the feature for this specific Patient.
After selecting CONFIRM APPOINTMENT the user will be presented with configuration options.
- Day of Appointment: select this option to have the scheduled Appointments appear on the Safety Net the same day for which they are scheduled. User would have to open Safety Net before the shift to Confirm.
- 1 Day before Appointment: select this option to have the scheduled Appointments appear on the Safety Net 1 day before they are scheduled.
- 2 Days before Appointment: select this option to have the scheduled Appointments appear on the Safety Net 2 days before they are scheduled.
With each of the options Atlas will take into consideration 'days before' based on the selected NORMAL OPEN DAYS in the Clinic Details. To determine this setting go to:
Setup>Initial Setup>Clinic Details and review the selected check boxes listed.
The second option to configure is the CONFIRM METHOD. This option determines how the Patient will have their Appointments confirmed.
- Email: if outgoing email settings for the clinic are configured in Clinic Details (see above), Patients can have their Appointments confirmed via email. See next section to create a Template for Confirmation Emails. Using the email method, clinics have the option of confirming individual Appointments on specific days or conforming all Appointments (set for email confirm) with a single button.
- Phone: Patients set to confirm via phone will not be included in an outgoing email confirmation group. Instead they would have to be phoned, confirmed and manually removed from the Safety Net.
- Text Message: if text messaging is configured in Clinic Details (see above), Patients can have their Appointments confirmed via text message. See the next section to create a Template for Confirmation Text Messages.