Once you've set up you should start seeing patients in the tracker.

There are 3 groups that patients will be in based on when their consult is scheduled - To view, click Automations >> New Patient Tracker.

The groups are titled Past 14 Days, Next 7 Days, and Next 30 Days (click to expand and see list of patients):

(Click photos to enlarge, or right-click (in the messenger) and open in a new tab.)

The day after someone schedules their initial consult, you'll see their name in the "Next 7 Days" section:

Each group will look like that ^ and you will be able to track them and view their information until more than 14 days have passed since they had their consult!

On the left, you'll see all of your patients and their responsible parties' names.

There are 3 communication options - click the blue circles with email and chat icons to open the patient's message modal to send a direct email or text.

Click on the phone icon to view the patient's phone number:

The patient's treatment status will be listed to the right of these options, and their appointment date is after that!

There are 4 columns to the right of each patient's name: Welcome, Forms, Insurance, and Survey - let's go over them!

Unless you "Auto Enroll" patients in the sequences, they won't get any messages until you press the blue Start button in the Welcome column.

(Learn more about Auto Enroll in NPT Settings)

When you Start a patient, you'll see a checkmark in the "Welcome" column. This means they're enrolled!

They will start receiving messages according to the message sequence schedule.

*Note: You can view all future scheduled messages by clicking the chat icon next to their name to open their message modal (click "Future").

To view and edit the sequences, click Settings >> Ava's Communication >> Ava's Lead Up >> New Patient Welcome.

I have a Health History Form that you can use and have me request that patients to fill it out - I'll send a link to them in some of my Welcome messages.

If a patient doesn't fill them out, they'll be enrolled in my Forms sequence where I'll send them several more reminders until they submit it!

You can view my Forms sequence by clicking Settings >> Ava's Communication >> Ava's Lead Up >> NP Forms.

You can click the "Fill" button in the Forms column on any device for patients to fill out in the office, if they forgot to do it before their consult!

This is super handy if you use iPads - just click "Fill" and confirm that you'd like to fill it out on that device, then hand it to the patient!

A blue checkmark in the Forms column means that patient submitted their forms. Click the check to open a PDF version of the form that you can download or print.

The third column is for Insurance verification. If a patient fills out the Insurance portion in their forms, you will want to click "Verify" to manually confirm that they gave valid insurance information. Black dots indicate that they do not have insurance, and there will be a check-mark after you "Verify" that their info is valid:

After a patient comes in for their Consult, they'll be added to the Thank You sequence and I'll send them a text, thanking them for coming in!

The message contains a link to a survey so they can give you feedback on their experience.

View the sequence: click Settings >> Ava's Communication >> Ava's Follow Up >> NP Thank You.

If the patient doesn't fill out the survey, I will put them into a Survey Sequence and ask them a couple more times if they wouldn't mind giving you some feedback!

Click Settings >> Ava's Communication >> Ava's Follow Up >> NP Survey to view or edit the survey message sequence.

The survey is anonymous but once at least 5 patients have filled out a survey, you can see your average scores and read their comments by clicking "View Survey Data":

However, if there is a little checkmark by a patient's name in the "Survey" column, you'll know they filled one out!

All of the elements in the Next 7 Days are available in the Past 14 and Next 30 Days, if you expand either of those groups you'll see all 4 columns.