Warning / Reminder pops out when creating new appt (for EPC and DVA only)

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  • Updated 2 years ago

I would like to suggest Front Desk to add in a feature which will allow warning message box or reminder pops out when we create a new appointment with specific appointment type (in my case, DVA and EPC). The reasons being is we need to get referral / approval letter from DVA and EPC patients in order to start a treatment for them. The warning / reminder message should read something like: "Please make sure the patient has supplied with the current referral letter from their GP / Department of Veterans' Affairs". 

Thank you.

Kind regard,
Elaine Chai
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  • hopeful

Posted 2 years ago

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Rebecca Rushton

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Must admit we could really do with a feature like this. While I don't book my appointments and so not as familiar with this side of things as I could be,  my receptionists are frequently forgetting to check referral / visits used information when booking EPC patients in, leading to uncomfortable conversations when they come in for their appointment. Having FrontDesk (12 months now) isn't solving this issue for us as well as we had hoped. To have the actual treatment plan window pop up (I think that's what it's called) that shows this info right away would be brilliant. Or something to that effect.

I must add, we are otherwise very happy to have FD. It has made every facet of our practice run smoother.
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I read that FD does have the treatment plan window pop up (reminder message to let the front staff knew that the patient has how many treatments left from the plan - you can set the numbers) in "Billing Tab - Treat. Plan button".

But what I would like to have is, reminder message pops up when creating NEW appointment for EPC/DVA patients so that our front staff could remember to ask the patient for the referral letter before proceeding to start any treatment at all (like what you've mentioned, it'll lead to uncomfortable conversations with patients).
Photo of Joanna


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I think this is a great idea too. Thanks for suggesting it Elaine. If it was flexible (i.e. customisable), a feature like this would really help to remind our staff what to do in the case of non-standard bookings. 
Please consider this. 
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Agreed! This would be really useful.