In this lesson, In this lesson, we’ll cover:
- How to set up the initial application process for onboarding new patients
- How to use email autoresponders in the new patient onboarding process
Lesson Topics
- PM • Video • Onboarding New Patients (Part 2) 10 minutes
- PM • Video • Onboarding New Patients (Part 3) 13 minutes
- PM • Working Procedure • Onboarding Initial Inquiry through Initial Consult 5 minutes
- PM • Working Procedure • Onboarding Initial Inquiry for Clinician 5 minutes
- PM • Working Procedure • Onboarding Initial Inquiry Follow Up 5 minutes
- PM • Clinician Handout • Patient Guide Example 10 minutes
- PM • Clinician Handout • Patient Registration and Agreement Example 10 minutes
- PM • Clinician Handout • Privacy Policy Example 10 minutes
- PM • Clinician Handout • Onboarding Email Autoresponder Outline 10 minutes
- PM • Clinician Handout • Onboarding EHR Registration 5 minutes
- PM • Working Procedure • Onboarding Process Registration Form 10 minutes
- PM • Working Procedure • Onboarding Schedule Initial Consult 5 minutes
- PM • Working Procedure • Schedule Initial Consult Follow Up 5 minutes
- PM • Working Procedure • Onboarding from Initial Consult through Case Review 5 minutes
- PM • Working Procedure • Onboarding Initial Consult for Clinician 5 minutes
- PM • Working Procedure • Onboarding Initial Consult Follow-up Call 10 minutes
- PM • Working Procedure • Onboarding Initial Consult Follow Up 5 minutes
- PM • Working Procedure • Onboarding Schedule Case Review 10 minutes
- PM • Working Procedure • Onboarding Case Review Clinician 5 minutes
- PM • Working Procedure • Onboarding Case Review Follow-up Call 5 minutes
- PM • Working Procedure • Onboarding Case Review Follow Up 5 minutes