Sometimes Careplans can last for months and include multiple steps, whether that be a Progress Evaluation, or an internal note to staff to schedule X-rays, it may not always be easy to keep track of for each patient in a busy practice. Clerk has got you covered for this! Ditch your sticky notes and let's create an Alert!
Head on over to Settings > Careplans > Edit. Click on the plus sign by Careplan Alerts:
This will open up the options for the Careplan Alerts, as seen below:
You will need to choose when to send your Alert:
After x Days: The number entered here will be how many days out you want to set the alert. For example, a patient asks if you can call back after their vacation in 2 weeks, you can set an alert for 14 days out to check back in.
After x Appointments: Shown after the designated number of appointments the patient attends. For instance, if the patient has attended 10 appointments, you can set an Alert for the 11th appointment that states they need to fill out updated forms.
After x Appointments of a Specific Type: Shown after the designated number of specified appointments the patient attends. This is helpful when a patient is seen for more than one kind of Appointment Type on a regular basis, like Adjustments and Red Light Therapy!
On Date: Alerted on the specified date. For example, a patient tells you they will get their schedule for work on October 2nd and then be able to book their Adjustment Appointments for the month. You can set the alert for October 2nd to know to reach out!
On Xth Appointment: Shown on a specified appointment. For example, you run a special that charges half off the 5th appointment, you can set this to 5 to alert you to discount 50% at checkout!
The Note will be the verbiage you will see for that Alert. In the screenshot above, the Alert will be clinic-facing only, however, if you toggle on the switch that says Alert customer on checkin, the patient will see that Alert once they checkin on the Kiosk (CLICK HERE to learn more about more about our Kiosk).
Once you've set up your Careplan Alert, don't forget to save it and the Careplan! Now, you ask, where do these Alerts show up? Great question! You will find them under the Patient Alerts Tab on the Practice Manager!
Now that you have Alerts set up, you can use your sticky notes for more fun things, such as doodling! 📝