Petition for Patient Dismissal
When you feel it is warranted to dismiss a patient from the practice, please send a message within Charm to...
Scheduling
New patient intake, attendance rules (Cx, NS, Late Cancel), rescheduling, and telehealth, in-person, and Spravato scheduling.
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Appointment: Confirmation, Reminders, Statuses, Visit Types
This article covers appointment reminders and appointment status. For patient communication preferences including reminders, please see Patient Onboarding (draft in... -
Patient On-boarding
Patient Pre-screen When someone inquires about becoming a new patient, after determining whether they will be self-pay or if they... -
Scheduling Coordinator Work Flows
Daily Tasks Check Voicemail and Text for Cancellations Review confirmation status in list view Check 1-2 days ahead for completed... -
New Patient Interest Flow
Initial Inquiry Email Received Alicia Receives Email upon new submission. Click “More Actions” in the email to go to the...
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