------------------------------------------------------------------------------------------ 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 ------------------------------------------------------------------------------------------