Assistance Alerts
Abstract
Capable 21C has the ability to highlight patient/client files that require
special attention during the invoicing/treatment process. This mechanism
is called 'Assistance Alerts'. There are a variety of assistance alerts
that Capable 21C can produce automatically, and manual alerts can be keyed by
operators. This knowledgebase article discusses how to configure these
alerts.
Underlying challenge
There are several different kinds of automated assistance alerts that Capable 21C
can calculate:
- Outstanding Balance
- No Next Visit booked
- Prepayment Due
- New Patients/Clients
- Less than 4 visits left
- Plan due for renewal
- Long Visit Pending
- Allow Service Alerts
- Long Visit N Visits Away
- N Services consumed in Care Plan
The meaning and configuration options for each of these alerts is described
below.
Resolution
Refer to the training video on assistance alerts at
http://www.capablesoftware.com.au/ATraining/Workflow2.htm for basic
information about assistance alerts.
Assistance alerts are visible as red stop signs on the Patients Checked In
window, and on the Profile tab of the Visit Notes window. The type of
alert can be found by either hovering the mouse over the red stop sign, or by
clicking on it.
Note that all alerts can be configured as 'pre-treatment' or not. If an
alert is 'pre-treatment', the workflow director will not call a patient to a
treatment area until the assistance alert is resolved (or disabled).
To enable or disable any of the automatic assistance alerts, go to Setup|Settings
and go to the Workflow tab.
Outstanding Balance
If enabled, this alert will automatically appear when the patient owes money.
No Next Visit booked
If enabled, this alert will automatically appear when the patient has no future
appointments booked.
Prepayment Due
If enabled, this alert will automatically appear when the patient's date of next
care plan payment has fallen due.
New Patients/Clients
If enabled, this alert will automatically appear for any visit within the first
seven days of the patient/client's first visit.
Less than 4 visits left
If enabled, this alert will automatically appear if the patient/client has less
then four future visits in the appointment book.
Plan due for renewal
If enabled, this alert will automatically appear if the patient/client's care
plan has reached its end date.
Long Visit Pending
If enabled, this alert will automatically appear if the patient's
next long visit is less than 7 days away. Note that the number of days is
configurable (see below).
Allow Service Alerts
If enabled, this alert will automatically appear a certain time after the
purchase of a service or product. This is useful to remind
patients/clients to re-purchase a product (eg a pillow) when the old one wears
out.
Long Visit N Visits Away
If enabled, this alert will automatically appear if the patient's
next long visit is less than 3 visits away. Note that the number of visits
is configurable (see below).
N Services consumed in Care Plan
Note that this assistance alert is not configured via Setup|Settings. To
configure this assistance alert, go to Setup|Setup Care Plans, and open the Care
Plan in question.
Detailed Information
To configure the number of days lead time for the Long Visit Pending alert:
- Go to Setup|Settings.
- Go to the Other tab.
- Click on the Workflow System Component.
- Click on the Long Visit Pending Threshold setting.
- Change the value as desired.
- Click Close (no need to apply).
To configure the number of visits lead time for the Long Visit N Visits Away
alert:
- Go to Setup|Settings.
- Go to the Other tab.
- Click on the Workflow System Component.
- Click on the Long Visit N setting.
- Change the value as desired.
- Click Close (no need to apply).
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