Topic List
Triage idea for reschedules
Hello!
We have a lot of patients who reschedule appointment online - love it!
However it is hard to filter through reschedule appointment notifications and other more important event notifications.
An idea: to make events triaged from the dashboard
Thanks!
Jenna :)
Great idea. It's done. Look for it in the next update.
How to Make A Thread Private?
How can i make this thread private so everyone doesn't see my patient's details?
Hi Janine,
Sorry that ticket was public, I didn't know how to make a private one but have learned since. Shouldn't be a problem moving forward.
Thanks,
Janno
Level 1 Support
Which callers go to Concierge?
What phone numbers does the cloud software appointment system recognize in Spinalogic so it doesn't direct all calls to the Concierge. I thought Jenna had set it up that numbers it didn't recognise (3 appointment's in) would come to Zurili others to us.
we use scenario 1. forward everything on a Wednesday and Friday arvo. But i just want answered the NP phonecalls. I have changed the settings to 'known callers - with no previous appointments completed' (and also to take unknown callers). Is this correct?
Need clients to arrive 15min before appointment
We tell NPs 15 minutes before we book them in. Obviously this isn't going to work with Zurili. How do you guys do it?
Hi Janine,
That should be no problem.
In the Appointment Template (AT) there is a booking script used by the concierge everytime they book with that AT. If you include the requirement that they arrive 15min early in there, the concierge will say it.
There is also a Online-Booking Script in the AT where you can say the same thing that will be shown to the Client at the end of their online-booking wizard.
Finally, if you really want to make sure, you can create an automation to send a SMS confirming this requirement.
You can see info on all the options of and AT here: Appointment Templates. If you want to know more about automations, see: Automating Messaging
Thanks,
Janno
Level 1 Support
Client missing after sync
Just looking at the bookings today on the dashboard the concierge couldn't find a patient 'xxx xxx'. He is definitely in Spinalogic but archived. I couldn't bring him up on the dashboard/ cloud system either. (I couldn't find me on the cloud appointment book either & I am in Spinalogic archived too)
Hi Janine,
I needed to delete your previous reply right away because of the sensitive information being displayed.
< I think he comes up now in Zurili because he came in for an adjustment last week?
You are correct we did only have his abbreviated name in our records, but it shouldn't matter should it?
Here is another patient who doesn't come up, < xxxx xxxx > - last adjustment August 2017, phone number xxxxxxxxxx, date of birth xx/xx/xxxx - we have her full name in the records - is there something else we are missing? >
We checked the Syncrotron and there was a bug, it was a design-flaw in the Syncrotron more than a bug. A client was synced if they were created within the last 12 months or had an appointment in the last 7 days. So those were created ages ago, but with more recent appointments were missed. That is now fixed and the update released. To apply, please restart the Syncrotron and accept the update.
It will find and offer the update, you will need to accept it. When it finishes resyncing, you can check for the missing client in Zurili and advise.
Let me know how it went.
Thanks,
Janno
Level 1 Support
Take Payment
I just saw a patient and created an invoice. He paid cash and I am trying to create a payment record but whenever I press the "create" button nothing happens
Hi Chad,
Billing is still under development. Feel free to play with it and give feedback, but it's not quite done yet. I'll let you know when it is.
Wrong voicemail message
Unanswered calls yesterday were sent to the wrong practice's voicemail message, on three separate occasions to my knowledge. Each of the calls was sent to a different voicemail for three different practices. All different clients.
As noted in ticket #170, this is now resolved.
Specifically: when calls could not be taken by the Concierge because they were all on other calls, the caller was placed in a queue. The message given on entry to the queue sometimes identified the incorrect practice. Otherwise, the call was handled correctly, but of course this was quite disconcerting to the caller.
Anyways... fixed :)
Available times
If appointment is booked outside of available region - include in calculation for available times.
Hi Dr Braxton, This if fixed in latest update. Tell me if you have any further trouble :)
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