Changes for page Referrals

Last modified by namra gul on 2024/07/28 23:34
<
From version < 1.7
edited by namra gul
on 2024/07/28 23:34
To version < 1.6 >
edited by namra gul
on 2024/07/24 23:39
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -1,5 +1,4 @@
1 -* When the call center agent clicks the **"Referrals" **section on the top left, they will first select a custom date to check the referrals for.
2 -* If the agent wants to check referrals for the last 7 days, they can click the calendar box (as shown below) and will be redirected to the appropriate page.
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.
3 3  
4 4  [[(((
5 5  Custom dates for Referrals
... ... @@ -6,15 +6,17 @@
6 6  )))>>image:Custom dates.JPG||alt="Custom dates" height="426" width="1000"]]
7 7  
8 8  
9 -* On the left side, the practice can see the referral ID. Next to it, there is the patient's name, Date of Birth, email address, telephone number, and mobile number. There is also a "Create Appointment" button to schedule the patient's appointment.
8 +* If the agent wants to check referrals for the last 7 days, they can click the calendar box (as shown below) and will be redirected to the appropriate page.
10 10  
11 11  [[Referrals for next 7 days>>image:Referrals for last 7 days.JPG||height="459" width="1000"]]
12 12  
13 13  
14 -* 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.
13 +* On the left side, the practice can see the referral ID. Next to it, there is the patient's name, Date of Birth, email address, telephone number, and mobile number. There is also a "Create Appointment" button to schedule the patient's appointment.
15 15  
16 16  [[Referrals for last 7 days>>image:Referrals for last 7 days.JPG||height="459" width="1000"]]
17 17  
17 +
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.
18 18  * 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.
19 19  
20 20  [[Appointment Screen>>image:Create Appointment screen.JPG||height="484" width="1000"]]

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