Visits to cancel

Visits to cancel

The "Visits to cancel" functionality in the "Visits" menu helps to cancel appointments. In case when doctor’s work schedule is changing some of the appointed earlier visits may require cancelation because of the impossibility of their realization. A list of all such visits can be viewed by selecting the "Visits to cancel" functionality in the "Visits" menu. At every visit requires cancelation there is the "Cancel" button.

To cancel a visit, the patient should be informed about that (contact details are visible in the "Patient" column) and then click "Cancel" button. Then there is opened a new window where one has to enter requestor and reason of cancelling. If the patient while saving appointment was inserted into the waiting queue he should be deleted from the queue by indicating the reason and clicking "Next" button; if he was not inserted into the queue, this step is skipped.

Cancellation of the visit is confirmed by the appropriate message and the notification sent to the patient.

After closing the window of visit cancelation, canceled visit disappears from the list of visits waiting for cancelation.


Notification - keeping in touch with patient

Notifications

The system allows defining and sending notifications to patients. Notifications are sent by SMS and/or e-mail, depending on the settings saved in the patient card. Notifications are not sent immediately, but getting to the queue, where they are collected and sent in bulk.

There is defined 6 kinds of notifications in the system:

  • Upcoming visit reminder - notification sent to the patient number of hours before the visit (determined at the stage of implementation of the system), reminding about upcoming visit and contain information about the visit.
  • Information on how to prepare for the upcoming visit - notification sent to the patient number of hours before the visit (determined at the stage of implementation of the system), containing information on how to prepare for their visit. If for the visit there is not defined any information about how to prepare for their visit, such notification is not sent.
  • Appoint visit notification - notification sent to the patient at the time of saving (making an appointment) his visit, summarizing saving and containing information about the visit.
  • Cancel visit notification - notification sent to the patient at the time of cancelation of his visit with the information that the visit was canceled.
  • Password notification – notification is sent to patient when new password for internet registration is generated (this takes place when adding new patient with marked option “Access to internet registration” and when clicking button “Generate and send new password” in “Contact” tab within the card of patient which has marked option “Access to internet registration”)
  • Token for the portal for patients - notification sent to the patient on request containing a link providing access to online registration without logging in (after pressing the "Generate a new token for online registration" in the "Contact" tab in the patient card which has the option "Access to online registration selected")

To view or edit the content of any of the defined notifications, select from the "Administration" menu "Notifications" functionality and then from a table of notification select "Edit" button located in the line corresponding to the notification. At displayed page you will can edit the contents of the notifications separately for SMS and e-mail channels. As a reminder of the upcoming visit, you can additionally specify one or two delivery times (how many hours before the visit the system should send notification). If the sending of a given notification is to be stopped, the field "Inactive (not sent)" should be marked on the form. After entering / modifying data, save them by clicking the "Update" button.

When defining the content of the notification you can use the system-defined tags that in the real notification will be replaced with the corresponding values they represent. All tags are inscriptions wrote in capital letters and in curly brackets. When using these tags you have to keep in absolute accordance to the characters of variable’s name. The system tags are defined as follows:

  • {DATA_WIZYTY} – tag will be replaced with the date of visit
  • {GODZINA_WIZYTY} – tag will be replaced with the time of visit
  • {NAZWA_PORADNI} – tag will be replaced with the name of clinic, where the visit is to take place
  • {ADRES_PORADNI} – tag will be replaced with the address of clinic, where the visit is to take place
  • {TELEFON_PORADNI} – tag will be replaced with the phone of clinic, where the visit is 51 to take place
  • {NAZWA_PRZYCHODNI} – tag will be replaced with the name of unit, where the visit is to take place
  • {ADRES_PRZYCHODNI} – tag will be replaced with the address of unit, where the visit is to take place
  • {NAZWISKO_LEKARZA_LUB_NAZWA_APARATURY} – tag will be replaced with the surname of doctor associated with a visit or the name of the instruments, if the visit is a procedure for instruments
  • {SPOSOB_PRZYGOTOWANIA} – tag will be replaced with a description of the preparation for the visit - this is an integrated description of how to prepare for a visit for the surgery / instrument for a specific type of visit (if there is not specified any information about how to prepare for the visit, there will be inserted "None" value)
  • {NAZWA_ZOZ} – tag will be replaced with the name of the healthcare facility
  • {HASLO} – tag will be replaced with patient password for internet registration
  • {WIZYTA_TOKEN} - the tag will be replaced with a token (link to portal for patients) providing access to the site visit for patients without logging in, which will be valid from fifteen minutes before the visit for two hours
  • {PORTAL_TOKEN} - the tag will be replaced with a token (link to portal for patients) providing access to the portal for patients without logging in, which will be valid for 24 hours
  • {VIDEO {...} VIDEO} - content placed between these tags will be included in the notification only for visits carried out in the video-consultation mode
  • {POTWIERDZENIE_TOKEN} - the tag will be replaced with a token (link to portal for patients) enabling confirmation of the visit, which will be valid until the start of the visit
  • {ODWOLANIE_TOKEN} - the tag will be replaced with a token (link to portal for patients) enabling the cancellation of visit, which will be valid until the start of the visit

After entering the contents, they should be saved using the "Update" button.

If notifications regarding visits for certain clinics should not be sent, click the "Notifications for visit (email)" or "Notifications for visit (SMS)" (depending on the notification sending channel) visible under the notifications list. This will open a new window with a list of clinics where one should select the clinics for which notifications should NOT be sent by the given channel and save the data by clicking the "Save" button.