Following up on not booked phone calls in the Patient Prism system is one of the best ways to utilize it to the fullest. Doing so will help your office see new patients and provide a positive ROI with Patient Prism.
After following up on a call, you will see a metric called Claim to Finish shown next to the follow-up.
This indicated the time between entering a call and submitting a follow up.
1. The Patient Prism system can be configured to send an alert when a patient does not book an appointment.
2. The alert will be sent to the specified user(s) email address(es).
Note: You can always access these calls easily from the Dashboard. (shown below)
3. A user can then make follow-up calls with patients by accessing these "Follow-Up Recommended" calls.
4. Once the call record is open, navigate to the Follow Ups tab:
- Click Manual to make a follow up note and call the patient back like normal
- Click Place a Call to use the Patient Prism to make an outbound call to the person who made the original call -- Making an Outbound Call Follow Up
5. Call the patient back and attempt to book the appointment.
6. Enter a note in the “Follow Up Notes” section of what occurred on the call.
7. Use the “Booking Status” drop-down list to indicate
whether the patient booked an appointment or not.
The box will change color depending on what
is selected:
- Green: An appointment was booked
- Red: An appointment was not booked
- Yellow: A booking status was not selected
Note: The Booking Status field is crucial for accurate
reporting. You will want to always make sure you are
selecting “booked” if the follow up was successful.
8. Select “Submit Follow Up”.