Telephone Encounter Form

[Rickliftig]

Schedule wiped out today - time to play with sheets.

I have been using a paper version of this for for some time (The Dental Record WSDA). I have heavily altered the page, but it is copyrighted, so not sure how to present this.

I plan to use this with the "new patient" automation trigger.

The flow goes like this:

1) The patient calls; Front desk enters in the name address etc. detail
2) Create new appointment which goes on the pinboard
3) This Sheet Pops up

Because creating rapport is so important, I will probably advised the fd to get the majority of the address and insurance info after finding our what the problem is.


http://www.flickr.com/photos/40082944@N06/5589724496

[jordansparks]

I expect us to eventually have such a sheet built-in. Either another type, or extended functionality of a current type. The idea would be for the info to then automatically import. Not quite there yet.

[Hersheydmd]

Hi Rick,

Could you explain, how you set up the automation so that the sheet pops up only when a new patient calls?

Also, could you e-mail me a copy of the jpg (sheet template)? DrRobertHersh@aol.com

Thanks.

[Rickliftig]

Rob -

The create patient automation is set under Setup-> Automation. The feature was added sometime in the last two or three months. It is activated when you make an appointment for a new patient.

[enamelrod]

has development of the automation feature stopped?

[jordansparks]

No, it hasn't stopped. Version 11.0 was just released with enhancements to the automation feature.

[enamelrod]

what are they didnt see it listed in the new version update page? also ortho is there any documentation on it?