How to Cancel an Appointment
To Cancel an Appointment: 1. Go to Calendar and click on the scheduled appointment. 2. An Appointment window will open click on the drop-down menu under Status select Cancelled Save. (https://storage.crisp.chat/users/helpdesk/website/b86207c5b93b7000/2ddc8b1b-6a09-4cab-9e4c-74cfdfj7Some readersHow to manage multiple call centers using CallBox
The CallBox module on Clinicea allows you to manage multiple call centers smoothly and efficiently. Multiple call centers are usually set up when you have a large Clinic Chain. Let us assume, the calls to your clinic are managed by multiple call centers. Call centers provide customer support, enhance the generating of potential leads and assist the clinic with Appointment booking and scheduling. Since you are dealing with a large patient base you may be employing the use of both internal and exSome readersHow to set up Preferences in CallBox
To set up Preferences for your CallBox, you must have the CallBox module enabled in your Clinicea account. 1. Go to Tools Organization Select your Organisation Scroll down to the bottom of the page to Preferences. Click CallBox. 2. A Callbox Settings window will open. Search by Practitioner and not by Clinic: Check On Search by Practitioner and not by Clinic if you want the option to schedule Appointment against the preferred practitioner inFew readersHow to track and reply to Incoming SMS and MMS
The CallBox module on Clinicea gives you the option of having a Communication Inbox. The Inbox is capable of tracking all incoming requests such as SMS, MMS as well as website inquiries. Once enabled, your Patients can send you SMS and MMS on the go, and you can reply back to them, all in real-time. This is the next generation technology powering communication in advanced Medical Clinics. Let us have a look at how this works. Step 1 You must first set up a Virtual Phone Number in yourFew readersHow to use CallBox to revive Inactive Patients
Your clinic may have a list of Inactive Patients who haven’t visited the Clinic for a long time. This may be due to various reasons, Patients may have moved out of the city, their treatments were complete and they haven’t returned since they may have found an alternative clinic so on and so forth. Clinicea gives you the option of reviving Inactive Patients through the CallBox module. You can get a list of all your Inactive Patients, and approach them with Promotions to get them to revisit the ClFew readersHow to view Client History from CallBox
If the person calling has called your Call Center before, Clinicea will bring up the person’s history in just a click. Whether it is an incoming or an outgoing call, simply search the Lead/Patient. Let us see how. 1. Go To CallBox and enter the name of the Lead/Patient in the Search Box and click Search. 2. Select the desired Lead/Patient. Click on the Past History icoFew readersHow to use CallBox to reschedule Cancelled Appointments
The CallBox module on Clinicea is excellent for assisting you with Appointment Scheduling. The CallBox is specifically helpful when it comes to the rescheduling of Cancelled and No Show Appointments. The CallBox provides you with a list of all Appointments that got canceled, or where the Patient did not turn up. You can select how far back the list should go to ie Past 1 Day, Past 2 Days, and so on. Once you have the list of Cancelled and No Show Appointments, you can start calling them up,Few readersHow to use CallBox to reduce No Show Patients
When Patients do not turn up for scheduled appointments without informing the Clinic, it leads to below-par utilization of Resources and Staff, Schedule overruns, and Lost revenues. Clinicea can help you reduce such No-Show appointments. Clinicea can be being up to the list of all scheduled appointments for the given no: of days. You can then call each of the Patients up, and remind them well ahead of time, of their next appointment with the Clinic. Let us have a look at how to make this work.Few readersHow to schedule the Patients next Appointment
After a Consultation is complete, the Patient may come back to the front desk to schedule the next Appointment. This can be done in a very simple way using Clinicea. 1. Go to Calendar Click on the Next Appointment icon under Patient Name, in the scheduled Appointment list on the extreme left of the page. 2. The Next Appointment window will open Enter a DaFew readersHow to setup Incoming SMS Automation
Clinicea allows your clinic to send appointment reminders to your patients at your preferred choices. This can be done by SMS and email. In addition to this, a new feature has been added using which you can give your patients an option to confirm, cancel or ask for a callback after they receive a reminder. You can easily set this feature up with the help of Clinicea by following the steps below- 1. Go to Tools Organization Select the name of your Organization from the list. TheFew readersHow to view Call History
The CallBox module on Clinicea, auto-saves the history of all incoming and outgoing calls that you personally handled. There is no need for maintaining manual lists of calls received and made. You can view your call history at any given time. Let us have a look at how to view Call History: a. Go to CallBox New Outgoing Calls now click on the Search icon on the extreme right of the page. (https://storage.crisp.chat/users/helpdesk/website/37cb8d06b96c2200/5e824b6b-89ca-45Few readersHow to search in CallBox
The Call Box Module in Clinicea auto-saves a list of all incoming and outgoing calls that are relevant to You. However, you can search and filter calls to be made by others too. For example: Let us assume you are the Supervisor and need to access the list of all calls that are due to be made, regardless of whether the calls have to be made by you or someone else at the Call Center. Instead of going through the entire list of all calls, it would be much simpler if you could just performFew readersHow to make an Outbound Call
In the process of marketing your Clinic brand, you might get inquiries through emails, referrals etc. who might be interested in your services and requests for a phone call to know more about it. You can make such calls very simply through Clinicea. The only prerequisite is to integrate with a telephony provider of your choice. The best part, Clinicea can handle this too. Now that’s what you call, Cutting Edge. Let us take a look now at how to make a call. 1. Go to Call Box New OuFew readersHow to record details of an Incoming Call
When you spend marketing dollars on promoting your Clinic Brand, you want to ensure every last Enquiry is logged and followed-up. CallBox does this quite effectively. It can easily handle Enquiry calls. These are calls from new Leads who are getting in touch, with a response to your advertisement, print media interviews or Google AdWord campaigns. Such Enquiries can be followed up, tracked and callbacks with relevant answers arranged. By promptly handling the Lead, you can eventually lead to a gFew readersHow to view Lead Details from CallBox
When you receive a Call, you may want to check details of the Person you are talking to. The contact details of the Person may have changed and you may want to quickly update it or confirm the same with the caller. All of this can be easily done easily in the CallBox. For example, Let us assume, you receive a call from an existing Lead, who now wants to book an appointment. He also provides you with an address, in order to find the nearest and most suitable clinic. Initially, only the phone nuFew readers