Sending Online Booking Links for Treatment using Care Manager
Online Booking links for planned treatment can be sent to patients via Care Manager, to encourage patients to book outstanding treatment.
Send Treatment Booking Links Using Care Manager
- Open Care Manager by clicking the Care Manager icon at the top of your system.
- Or via Administration - Care Manager.
- Select an opportunity by clicking on the required row.
- Click Contact at the bottom of the window.
- Confirm the booking details are correct (you can amend the appointment length).
- Select your preferred communication method: SMS or Email.
- Choose a template, which must contain a [patient.planned.url] merge field for the patient to receive a booking link for their planned treatment.
- Click Edit/Send to check or alter the email before sending or click Send without editing.
Change the Appointment Length in Care Manager
When sending booking links to patients via Care Manager, you may need to adjust the length of an appointment before sending your communication.
- Open Care Manager by clicking the Care Manager icon at the top of your system.
- Or via Administration - Care Manager.
- Select an opportunity by clicking on the required row.
- Click Contact at the bottom of the window.
- Click on the course of treatment (COT) number.
- The course of treatment for the selected patient will open.
- Adjust the appointment length by double-clicking the appointment heading, then change the duration.
- Click OK once all changes have been made.
- Close the Contact window, then open this again for the new Duration length to display correctly.
- You can now contact the patient with the correct appointment length or proceed with whatever action you need to perform.
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