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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?

 

 

Hi ​@BCDC2023 thanks for commenting and 2 good ideas you’ve listed above. I’ve listed a few examples which I recommend to sites, you don’t have to use them all as different sites have different needs but they work quite well. You can set up either SMS or Email depending on the need. 

Keen to see if anyone else has any examples. 

 

Thanks David.

Are there any plans to improve / increase the number of rules e.g. send an automation based not on the appointment date but when the actual appointment was booked for example?  I prefer for certain emails to go out 1 hour after the booking was made rather than x hours before the actual appointment date.

 

The rationale for that we might want to send pre-operative instructions for a patient that we just booked, in 2 hours time where as for a different person maybe we booked it in 1 weeks time.  By using the automation rule to send an email, there no one way to achieve that for both patient types because their appointments are different so I can use the rule (SEND EMAIL 1 hour before the appointment).  Sending the email soon after the booking of the appointment makes more sense.

 

Thanks.

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