This article will highlight the differences between Phamily's 5 different patient statuses and explain when you should apply them.
Manual Check-in status
When do I set a Patient to Manual Check-in Status?
Set a Patient to Manual when they prefer:
Phone calls only
Want fewer text messages
Do not have a textable number, like a landline.
How do I set a Patient to Manual Check-in Status?
Navigate to the Patient Profile > Click the circle to the left of the Patient's name
Select Manual Check-ins from the menu that appears
Paused Check-in status
When do I set a Patient to Paused Check-in Status?
A Patient should be set to Paused status when they wish to stop receiving automatic check-ins for a specified amount of time, ie: during a vacation, but texting is still the best mode of communication.
How do I set a Patient to Paused Check-in Status?
Navigate to the Patient Profile > Click the circle to the left of the Patient's name
Select Pause Check-ins from the menu that appears
Opt-ing out a Patient
When do I opt-out a Patient?
Patients should be opted-out when they are enrolled in CCM and are still with your practice, but choose not to participate in text messaging.
Patients who would rather receive phone calls instead of texts should be set to Manual check-in status.
How do I opt out a Patient?
Click on the settings gear to the right of the Patient's name
Select Opt-out Patient on the menu that appears
On the dialogue box that appears, select Opt out Patient
Unenrolling a Patient
When do I unenroll a Patient?
A patient should be unenrolled when they do not wish to participate in Connected Care or is no longer eligible due to changes of insurance, receiving CCM through a different provider, or refusal of the service.
How do I unenroll a Patient?
Navigate to the Patient Profile > Click the circle to the left of the Patient's name
Select Unenroll from CCM from the menu that appears
Select a reason for unenrollment > Click Unenroll
Note: Unenrolling a patient will automatically revoke their CCM Consent Agreement
Archiving a Patient
When do I archive a Patient?
A patient should be archived when they are no longer with the practice. These patients will have an Archived badge next to their name and will not be messageable.
How do I archive a Patient?
Click on the settings gear to the right of the Patient's name
Select Archive Patient on the menu that appears
On the dialogue box that appears, select Archive Patient
