April 2, 2021

Tip of the week: pre-visit documents

This week we take a look at a convenient way to send clients documents to review and sign ahead of the visit - a feature we call "pre-visit documents."

Tip of the week: pre-visit documents

Welcome to the tip of the week. This week we take a look at a convenient way to send clients documents to review and sign ahead of the visit.  It's a feature we call "pre-visit documents."

Send in advance, you say?

Yes, that's right!  Even before the pandemic there were many reasons to allow clients to review documents in advance of a visit.  For example, asking clients to review and sign a euthanasia consent during the visit is uncomfortable (to say the least).  Sending these documents in advance avoids these situations, as well as speeds up the appointment itself.

How does it work?

In short, you tell the software which letters you want to send clients based on the appointment type, how far in advance of the appointment you want the documents sent, and what form you want the message to take (i.e., email or text).  At the designated time, the client automatically receives the message and is prompted to review the documents in advance of the visit.  If a letter contains a signature field, the client will be able to sign the document on his/her device.  As an added bonus, clients will be able to update their contact information at the same time.

Once the process is completed, the appointment status will be updated to reflect that the documents have been reviewed and signed.  The signed documents will be available in the documents folder for the client, and they will be automatically attached to the medical note for that visit.  Easy!

In conclusion...

Sending clients documents to review and sign before the visit is a great way to speed up appointments and remove some of the discomfort around the administrative aspects of the visit.  Pre-visit documents automates the whole process for you.

Photo by Malvestida Magazine on Unsplash