Phamily's check-in feature allows you to proactively engage many patients at once. To maximize patient engagement and program success, we recommend sending two check-in messages a week.
Sending a Check-in Message
To send a Check-in Message, do the following:
1. Click on Check-ins
2. On the Check-ins page, select the Patients you want to send a Check-in message to.
By default, Phamily will send a check-in to all eligible patients, clicking the highlighted areas allow you to select another set of Patients
To send check-in messages to all patients assigned to a specific care manager when engaging multiple providers’ patients, hover your mouse over their name and click the lock icon that appears.
EXAMPLE: Care Manager Carla wants to send a check-in to all patients assigned to her, regardless of the provider.
By clicking the Practice name at the top of the Check-ins page, you can select a specific Provider or Care Manager's Patients to include in your check-in.
3. Select the type of Check-in you want to send.
Before you get started, decide which check-in message to send:
Auto-Suggest: Phamily recommends the best Check-ins for each patient based on their conditions (learn how to populate conditions here).
Custom: Use Custom messages to send themed messages to patients. For example, the Lifestyle module will engage patients about leading a healthy lifestyle, diet, and exercise.
Note: For best results, ensure that Patient's have a complete Medical Summary.
4. Click on Review at the top of the Check-ins page
5. Click on each suggested check-in to review the check-in content and recipients
6. Review the message preview.
7. To view message recipients, click Selected Patients.
Clicking the X to the right of the Patients name will remove them from the Check-in.
The "Review Check-ins" page allows you to view drafts of the messages as well as preview the patients that will be receiving them. You can make the following changes before sending check-in messages.
Change message content: Click the check-in name at the top of the message to preview and customize before sending.
Change message recipients: Click the Selected Patients icon to view a list of patients that will be receiving the message.
Remove individual recipients by clicking the X next to their name. You can remove groups of recipients by clicking the X next to any category at the top of the patient list.
Add recipients by dragging any tag from the right side of the page to the message. All patients marked with that condition/tag will be included in the Check-in.
8. Once you're satisfied with the Check-in, Click Send
Things to Note:
Please refrain from sending any links via the mass check-in message.
Sending links will result in a higher deliverability error rate.Patients can only receive one check-in message every 18 hours
Tips for making your check-ins count
Phamily recommends sending two check-ins a week: one custom message and one auto-suggested/module. We will regularly create and share custom message templates for you to use.
Prefer to create your own custom check-in? Learn more here
Always include a question at the end of your messages to keep the conversation going.
Changed your mind about the check-in you wish to send? Click Start Over at the top of the page to go back.
To check the performance of your check-in, check the Inbox Summary
Need help?
Contact our Support Team at support@phamily.com, or click the question mark in Phamily, for assistance.