Clerk and Aloha (formerly Review Wave) go together like peanut butter and jelly, and understanding how both platforms communicate can help you understand who to reach out to when you need assistance. There are three particular ways that Clerk and Aloha communicate with each other, and that is through: Texting, Online Scheduling, and Forms. Let’s break it down! 🤩
Texting
Clerk gives you the opportunity to communicate with patients directly in a patient’s Patient Profile, located here in the screenshot below:
Selecting the Message Icon here will pull up your Messaging screen on the right side of your screen. From here, you can draft texts that Aloha will send on your behalf as soon as you click SEND MESSAGE.
Once you send that Message, you can head over to the Contact History located in the Patient Profile:
Here, you can keep track of your outgoing communication in Clerk, sent through Clerk. Think of your Contact History as a way to Log communication with Patients and to add Internal Notes on. In Aloha, you should be able to view your incoming messages and continue communication with patients there.
Online Scheduling
Online Scheduling is a huge perk to connecting Clerk with Aloha, especially when you can allow patients to schedule Appointments themselves! There are two ways that patients can schedule themselves through Aloha:
New Patients typically schedule through Aloha’s Online Scheduler Form that is placed on your clinic’s Website.
Existing Patients typically schedule through Aloha’s Scheduling App.
Once a patient schedules, you should see those Appointments reflected anywhere in Clerk you can see Appointments: the Schedule Tab, the Practice Manager (if it is the day of), and the Appointments Tab of the Patient Profile.
✨Note:✨ Aloha should read Appointment Types, Providers, and Rooms created in Clerk. If you do not see these reflected in Aloha, their Customer Support Team should be able to guide you on how to get that information reflected in Aloha!
Forms
Allowing patients to fill out their Intake Forms before they enter the office is a game changer for several clinics - especially when those Intake Forms can populate directly into their EHR! So, how does it work? Aloha will recreate your Form digitally. From there, Clerk can pull your patient’s demographics:
First Name
Last Name
Date of Birth
Sex*
Email Address
Phone Number
Address
*This is different than Gender in Clerk, which you can specify in the Patient Profile.
The Form itself should save as a PDF in the Files section of the Patient Profile:
For assistance at Aloha, you can either chat in just like you would with Clerk, call them at 800-563-0469, or email them at Support@ReviewWave.com. 😎