Changes for page Referrals

Last modified by namra gul on 2024/07/28 23:34
<
From version < 1.4 >
edited by namra gul
on 2024/07/24 23:13
To version < 1.5 >
edited by namra gul
on 2024/07/24 23:39
>
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -1,4 +1,4 @@
1 -* On the top left of the referrals page, the customer can select any custom date to check referrals.
1 +* All the new appointments booked using either the **"New Appointment"** section on the top right or the **"Appointment"** section on the left are listed in the **"Referrals"** section on the top left where the call center agent can select any custom date to check referrals.
2 2  
3 3  [[(((
4 4  Custom dates for Referrals
... ... @@ -15,30 +15,30 @@
15 15  [[Referrals for last 7 days>>image:Referrals for last 7 days.JPG||height="459" width="1000"]]
16 16  
17 17  
18 -* When the practice clicks the "Create Appointment" button next to a patient's name, a new screen will appear. This screen can also be accessed via the "**Appointments**" button at the top left.
18 +* When the agent clicks the "Create Appointment" button next to a patient's name, a new screen will appear. This screen can also be accessed via the "**Appointments**" button at the top left.
19 19  * The patient's details will be auto-filled in this section. The patient only needs to fill in their city, state, email address, and phone number.
20 20  
21 21  [[Appointment Screen>>image:Create Appointment screen.JPG||height="484" width="1000"]]
22 22  
23 -* Next, the patient will select the treatment type on the right side.
23 +* Next, the agent as per the patient's choice will select the treatment type on the right side.
24 24  
25 25  [[Treatment types>>image:Treatment types.JPG||height="427" width="800"]]
26 26  
27 -* The company can check the list of available dental practices in the patient's area.
27 +* The agent can check the list of available dental practices in the patient's area.
28 28  
29 29  [[List of available practices>>image:List of available practices.JPG||height="776" width="800"]]
30 30  
31 31  
32 -* The company can also view available time slots for any custom period for any practice by clicking the calendar box. It will show a list of all available slots over the next few days.
32 +* The agent can also view available time slots for any custom period for any practice by clicking the calendar box. It will show a list of all available slots over the next few days.
33 33  
34 34  [[Available slots>>image:Available slots.JPG||height="563" width="800"]]
35 35  
36 36  
37 -* Finally, the company can book the appointment for the patient by clicking the "Create Appointment" button at the bottom, and the patient will be notified.
37 +* Finally, the agent can book the appointment for the patient by clicking the "Create Appointment" button at the bottom, and the patient will be notified.
38 38  
39 39  [[Create appointment>>image:Create appointment.JPG||height="794" width="800"]]
40 40  
41 41  
42 -In this way, appointment will be created for a aptient for his/her Urgent Dental Care.
42 +In this way, appointment will be created for the patient for his/her Urgent Dental Care.
43 43  
44 44  

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