new-pro-ob-spec.txt 1.5 KB

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  2. BEFORE THE MEETING:
  3. - Create account in Stag.
  4. :: temporary password
  5. :: enable as MCP
  6. :: grant pro app access
  7. :: grant access to Laura Fischer
  8. :: rates
  9. :: assign note templates
  10. :: schedule sample patient for today, so they see it on dashboard.
  11. - Create account in RingCentral.
  12. ------------------------------------------------------------------------------------------
  13. 1. Log in.
  14. 2. Set up your password and reset questions.
  15. 3. Click "Pro Portal"
  16. 4. Create your availability.
  17. 5. Create your text shortcuts.
  18. Create first shortcut:
  19. :: create first text shortcut: "COVID-19 WHO Recommendations: ..."
  20. 6. SAMPLE PATIENT who has the appointment: ::For every pro, client is_sample_for_mcp
  21. - Click the appointment.
  22. - See their cell phone number... great.
  23. - Send the video hyperlink.
  24. - Click & Complete New Patient Note::
  25. Click through the note...
  26. * On the fly, create a text shortcut.
  27. - Submit Bill
  28. - URGENT NEEDED: ****** CLEAR VIEW FOR THEM TO SEE UNSUBMITTED SIGNED BILLS ******
  29. - Schedule follow-up appointment with him
  30. - Follow Up Note
  31. - Submit Bill
  32. - Close an appointment
  33. - [Clone] Button for Follow-Up #2 and beyond.
  34. *** Clone things carefully! Refresh from Canvas if section is canvas driven. ***
  35. 7. Conclusion:
  36. - We will possibly SCHEDULE patients for you.
  37. - OR - you can always pluck patients from the queue.
  38. END
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