![]() ![]() Rather than wasting valuable time calling each individual customer - or getting sent straight to voicemail - having an automated text message appointment reminder is both effortless and efficient, and can be modified to match the tone of your business no matter what industry you’re in. View the patient and information at the same time: Consider using a split screen with a view of the patient on one side and medical information on the other side.We live in a world where nearly every person you interact with owns a mobile phone, and some businesses are smartly choosing to take advantage of that fact by offering SMS/text message appointment reminders to their customers.Engage the patient: Keep the visit similar to an in-person visit using friendly body language, interactive dialogue, and eye contact.Intake: Have a staff member review and collect information, such as identity verification, symptoms, medical history, and vitals (if appropriate).Confirmation: Verify the patient’s identity and the reason for the visit. ![]() Privacy: Ask the patient to find a place that is quiet and private. ![]() Accommodations: If the patient requires accommodations such as a translator, or other supports like closed captioning, make sure these features are operational and the patient feels comfortable.Legal Considerations: Make sure the patient consents to have a telehealth visit and answer any questions about the privacy and security of their data including HIPAA.Troubleshooting: Make sure the patient has information on how to address possible technical issues and what to do if the technology issues continue (for example, using audio only).Technology: Have a staff member walk the patient through the technology and logistics (for example, speakers and audio volume, camera, lighting).Note: if the patient is not comfortable entering this information electronically, a staff member can collect this information before the visit starts. Paperwork: Ask the patient to fill out forms online (for example, the reason for the visit, insurance information, symptoms, medical history).Information: Provide the patient with guidance on how to use the technology (for example, handout or pre-recorded video link).Reminder: Send your patient an appointment reminder (for example, email, text, phone call).Tip: Do a telehealth practice run with a co-worker first. Telehealth can improve equity and access for underserved patients. How will you support a caregiver, translator, or other people who will assist a patient during the telehealth visit?.How will you support patients with disabilities, such as hearing loss or visual impairment?.How will you support patients who do not speak fluent English?.How and when will you send appointment reminders to patients?.How will you determine what accommodations the patient might need?.How and when will you send appointment reminders?.How will you determine if a telehealth appointment is appropriate?.Will patients schedule online or by calling your office?.When will you offer telehealth appointments (for example, specific days of the week or daily)?.What are some of the technology barriers patients are likely to encounter? How will you assist them?.How will patients access a telehealth appointment (for example, through a patient portal)? Will they receive an email or text reminder?.What are some challenges that should be considered in advance?.Does the technology platform provide any training for providers?.Is your technology platform easy to use? Does it integrate with the EHR?. ![]()
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