Your staff are certainly looking forward to taking some time off this summer, but the challenge of maintaining the daily office flow can be stressful. Allow us to help.
The workflow in a busy medical office is a delicate balance, and one that you have worked hard to perfect. Everyone excels at their jobs, and communication is good. As vacation requests begin to roll in this summer, how do you prioritize and maintain that high quality of service while letting everyone enjoy some well-deserved time off? In fact, many employees have foregone vacations in 2020 and 2021 as they worked through the pandemic, and need this time to recharge with family. No one is arguing that vacations shouldn’t be taken, but managing the schedule in their absence can take a lot of finesse.
Automating Tasks Provides Relief
What if we told you that automating some basic tasks can provide the relief you need, while maintaining the same quality of service and patient engagement? FormDr excels at workflow automation with HIPAA-compliant patient intake forms, consents, insurance information – even appointment reminders! All of these features are housed in one simple place with reporting sent to the people who need it. By starting out with some of the most recommended automations from FormDr, your practice can get the “breathing room” it needs to leave the summer recharged, refreshed, and ready for the year ahead.
Five Tasks To Automate Now
FormDr offers a large number of customizable options, integrations, and HIPAA-compliant forms for every type of practice. These are the five that we suggest to ease up some pressure on office staff. After that, the sky is the limit!
- Use automatic patient appointment reminders. Are your staff spending hours on the phone trying to chase down and confirm future appointments? Set up an automated process that reduces no-shows and late cancellations by confirming appointments at a time interval set by you. Use SMS text messages and/or emails to remind and prompt patients to complete intake forms before their appointment. Reminders are triggered by the patients’ appointment date and time; plus manual reminders can be sent anytime as well.
- Set up assistant users to make sure other staff or those covering for vacations have full access to the FormDr features they need. Easily invite your team members to the account and grant permissions to the exact features they need for their workflow. Users can have access to new submissions notifications, manage forms, and export patient data. Assistant user accounts can be given read-only access or full administrative controls – whatever your practice needs to keep it running smoothly. Once this is set up, you are fully prepared not only for vacations, but illnesses and other unexpected absences.
- Schedule exports on a daily or weekly basis for upload to your EMR or EHR, avoiding the need to manually export and upload. Connect to services like Google Drive, ModMed, Mindbody and more. Select your frequency, time of day to export, and which forms to export submissions from, then configure your transfer protocol. There are no security worries with the 256-bit encryption provided by both SFTP and FTP-SSL connections. Data is encrypted both in transit, and at rest – ensuring HIPAA compliance with all of the physical, technical, and administrative safeguards you expect.
- Sync appointments with a staff Google Calendar to easily view the day ahead and monitor appointments. Simply authenticate your google calendar to receive appointment dates and times from your FormDr account. Automatically add calendar events, send reminders, and seamlessly keep track of every schedule in one place.
- Send electronic intake forms before the appointment, via email or text. Patients can complete these forms on their own time, from a phone, tablet, or computer. Form packet templates are provided that are completely customizable, including features like insurance card upload and required form fields to make sure your team has all the needed information in advance.
Learn more about getting started with for FormDr, automating your office tasks, and enjoying a workflow that adapts to your staffing needs by contacting us here for a free consultation. Or if you want to brush up on adding these features to your active account, our Guide has helpful articles and weekly Training Webinars ready for you.
