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- 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.
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- 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
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