Your staff is undoubtedly excited to take a holiday this Spring and Summer, but the challenge of maintaining the daily office flow can be stressful. Allow us to help.
The workflow in a busy office is a delicate balance, one that you worked hard to perfect. Over the years, you have built a system where everyone excels at their jobs and communicates well. As you start to receive holiday requests for the Spring and Summer, how do you prioritize and maintain a high quality of service while allowing your staff to enjoy a well-deserved rest?
The fact that employees skipped their holidays in 2020 and 2021 should not be a surprise because of the pandemic, however, the trend goes back at least a decade. Considering staffing shortages across the UK right now, most businesses need to prepare for when someone takes a holiday. Everyone needs time to recharge, whether with family and friends or by themselves. Everyone deserves to take a holiday, but managing a schedule in someone’s absence can take a great deal of finesse.
Automating Tasks Provides Relief
What if we told you that automating basic tasks can provide the relief you need, while maintaining the same quality of service and patient/client engagement? FormDr excels at workflow automation with secure patient intake forms, consent forms, medical history forms – even appointment reminders! All of these features are located in one place with information sent to the people who need it. Start with some of the most recommended automations from FormDr and see your business or practice find the “breathing room” it needs to leave the Summer recharged, refreshed, and ready for the year ahead.
Five Tasks To Automate Now
FormDr offers customizable options, integrations, and secure consultation forms for every type of business. These are the five that we suggest to ease pressure on office staff. Imagine what you could do with the time saved!
- Use automatic patient appointment reminders to save time on manual follow up. Is 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. Send SMS text messages and/or emails to remind patients to complete intake forms before their appointments. Reminders are triggered by the patients’ appointment date and time. You can also send manual reminders at any time.
- Set up assistant users to make sure other staff (or those covering for holidays) have full access to the FormDr features they need. Easily invite your team members to your account and grant permissions to the exact features they need for their workflow. As an administrator, you can allow users to access new submission notifications, manage forms, and/or export patient data. Assistant user accounts can be set as read-only or have full administrative controls – whatever your business needs to run smoothly. Once this is set up, you are fully prepared for holidays, illnesses, and other unexpected absences.
- Schedule exports on a daily or weekly basis for upload to other record keeping software, avoiding the need to manually export and upload. Connect to services like Dropbox, Google Drive, and more to streamline your workflow. Select the frequency, time of day to export, and which forms to export to configure your transfer protocol. Sleep well knowing that your files are secure with the 256-bit encryption provided by both SFTP and FTP-SSL connections. Data is encrypted both in transit and at rest – ensuring the highest level of security 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. 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 an appointment via email or text. Patients can complete these forms on their own time, from a phone, tablet, or computer. You can use form packet templates that are completely customizable, including features like electronic signatures and required form fields to make sure your team has all the needed information in advance.
Learn more about getting started with 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.
