PitStops on Patient files or can be pre-configured to trigger when certain events occur in the system. The
Message Types function reduces the amount of time spent on creating PitStops and creates a uniform
response to system events. Some PitStops can only be used in conjunction with a Message Type template.
To create the Message Types:
Setup > Initial Setup > System Settings
Under the PITSTOP tab, click the EDIT MESSAGE TYPES button to access the area for adding or editing Message
Types.
To ADD a new Message Type, click the ADD button in the bottom navigation bar. Additionally, users
can EDIT existing Messages by using the EDIT button. To view the current Message options, use the
TOP, PREV, NEXT and BOTTOM buttons to move through the available Messages.
To ADD:
- Message Type: short description of Message that displays in the drop down menu when selecting a Message Type – limited to 8 characters.
- Background Color: color of background block that displays on Sign-In screen to Patient.
- Font Color: color of Font (text) that displays on Sign-In screen to Patient.
- Default Patient Message: text entered here will display to the Patient on the Sign-In screen. Be cautious of the information entered here, remembering privacy and courtesy in your text.
- Default CHA Message: text entered here will display to the CA (Front Desk) as delegated in the ROOMS setup. This text should tell Staff why or what Message a Patient received but also be as brief as possible.
- Hold Patient In Queue: when using the Calling Module in Atlas, PitStops can trigger a Patient to be ‘held’ from the Calling. This is effective for Patients triggered for ‘Payment’ PitStops, special Appointments and more. In our example, this is also effective to ensure Patients who arrive too early, will not be called ‘out-of-order’ and disrupt office flow.
- Play Audio Message: if equipment is properly configured (speakers hooked up, microphone in place, etc) an AUDIO message or alert can be programmed to notify the Patient a PitStop message has been received.
- To Record an Audio Message, check off the Play Audio Message box to display the RECORD SOUND button. Click the button to open the Recording window. In the Recording window, click RECORD and speak your Message into the microphone. For example, ‘Please see the Front Desk for an important Message’. Click SAVE when complete. Test your speakers at the Sign In computer.
preprogrammed Referral Pitstop (thanking a Patient for referring anther and alerting the CA to this fact) and a
Birthday Pitstop (which will recognize the Patient if they arrive into the clinic on their birthdate). These
message templates can be reviewed and edited by using the navigation menu at the bottom of the Pitstop
Message Type box.
The following sections will refer back to this PitStop Message Type setup tutorial when explaining how to
configure System and Appointment Type PitStops.