With Cliniq Apps, you can send digital form to ask a digital consent from your patients to your new modified policy. This will be immediately updated in your practice management software. In the following, we will be asking the consent from all the patients.
Create a Patient Form: Go to the edit email or sms and create the following message script:
We have updated our policy, please click below to read our new policy and give us your consent.
In Additional Settings
Set the Fill the form for to LAST PRACTITIONER
Nominate an email address to receive notifications when the form is filled.
2. Create an Automation Rule: Go to Automation Rules tab.
The click on New Automation
Name the Automation for your reference.
Select unsubscription category
Select unsubscription automation type. For information about automation categorization and type click HERE.
Select the iteration of the automation
Click Continue to proceed to the next steps
Click the SELECT button and choose Patients with Appointments
Select the clinic location and click the and button
Then choose their appointment
Set it to more than 15 mins. have passed since last appointment and click the then button.
Select the communicate with patient button
And select the type of form that you have created
Set the timing of the message
Click on Apply Changes
Then Save Automation
To start the automation simply click the PLAY ▶️ button.
When activating this automation, all of your patients who have had an appointment with you will receive your request for consent in an hour.
If you have any questions, please chat with us in your Cliniq Apps we messenger.
Enjoy growing your practice!
Cliniq Apps 🚀