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I’d be interested to know some examples of non-standard automations other practices have setup and the rule logic they applied in the settings to get it to work.

An example of a few that I have setup include:

  • Missed appointment warning - Automation set to send an email to a patient whose state is DID NOT ATTEND and email them 2 hours afer their missed appointment warning them that essentially 3 strikes and they are off our NHS list if they miss or late cancel (within 48-working hours) 1) their first appointment with us, 2) 2-3 appointments within the last 5 years or 3) a family appointment consisting of 3 or more family members (nearly 45 min of clinic time!)
  • iMOS referral appointments - oral surgery referrals to us where we send them pre-operative instructions for the extractions.  We send this T- 48 hours and again T-12 hours as there are various things the patient needs to do e.g. not drink alcohol, eat several hours before, where to find us etc

Would like to know more interesting automation that you all use which are not appointment reminders!  Has anyone setup an automation to send NHS and private treatment plans shortly after each appointment, automatically?

 

 

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