|
@@ -0,0 +1,57 @@
|
|
|
+------------------------------------------------------------------------------------------
|
|
|
+
|
|
|
+BEFORE THE MEETING:
|
|
|
+
|
|
|
+ - Create account in Stag.
|
|
|
+ :: temporary password
|
|
|
+ :: enable as MCP
|
|
|
+ :: grant pro app access
|
|
|
+ :: grant access to Laura Fischer
|
|
|
+ :: rates
|
|
|
+ :: assign note templates
|
|
|
+ :: schedule sample patient for today, so they see it on dashboard.
|
|
|
+
|
|
|
+ - Create account in RingCentral.
|
|
|
+
|
|
|
+------------------------------------------------------------------------------------------
|
|
|
+
|
|
|
+ 1. Log in.
|
|
|
+
|
|
|
+ 2. Set up your password and reset questions.
|
|
|
+
|
|
|
+ 3. Click "Pro Portal"
|
|
|
+
|
|
|
+ 4. Create your availability.
|
|
|
+
|
|
|
+ 5. Create your text shortcuts.
|
|
|
+
|
|
|
+ Create first shortcut:
|
|
|
+ :: create first text shortcut: "COVID-19 WHO Recommendations: ..."
|
|
|
+
|
|
|
+ 6. SAMPLE PATIENT who has the appointment: ::For every pro, client is_sample_for_mcp
|
|
|
+
|
|
|
+ - Click the appointment.
|
|
|
+ - See their cell phone number... great.
|
|
|
+ - Send the video hyperlink.
|
|
|
+ - Click & Complete New Patient Note::
|
|
|
+ Click through the note...
|
|
|
+ * On the fly, create a text shortcut.
|
|
|
+ - Submit Bill
|
|
|
+ - URGENT NEEDED: ****** CLEAR VIEW FOR THEM TO SEE UNSUBMITTED SIGNED BILLS ******
|
|
|
+ - Schedule follow-up appointment with him
|
|
|
+
|
|
|
+ - Follow Up Note
|
|
|
+ - Submit Bill
|
|
|
+ - Close an appointment
|
|
|
+
|
|
|
+ - [Clone] Button for Follow-Up #2 and beyond.
|
|
|
+ *** Clone things carefully! Refresh from Canvas if section is canvas driven. ***
|
|
|
+
|
|
|
+ 7. Conclusion:
|
|
|
+
|
|
|
+ - We will possibly SCHEDULE patients for you.
|
|
|
+ - OR - you can always pluck patients from the queue.
|
|
|
+
|
|
|
+ END
|
|
|
+
|
|
|
+------------------------------------------------------------------------------------------
|