Patient portal to-do
Send the patient a link to their portal to-do list so they can finish forms and uploads before the visit.
- Patients
- Any practice
Practices import this playbook into MediFlow in one click. It starts in Watch only mode, so nothing goes out until the practice is ready.
Is it a fit?
When to use it
Use it when new patients have forms, signatures or uploads to finish and you want them done before they walk in.
When not to use it
Skip it if your patients fill out every form on paper at the front desk.
Why it helps
Paperwork at check-in slows down the visit. A link to a simple to-do list lets patients finish on their phone, at home.
How it works
What starts it, what has to be true, and what happens next.
When
- A patient has open items on their portal to-do list.
Only if
- The patient has a cell phone on file.
Then
- The patient gets a text with a secure link to their to-do list.
- Each finished item is checked off on the case.
Steps
- Your team adds the forms and uploads a new patient needs.
- The patient gets a secure link to their to-do list.
- They finish items on their phone.
- Your team sees each item checked off on the case.
Works well with
- Workflow · Intake doneIntake done: tell the front desk
When a patient finishes their intake, let the front desk know the file is ready.
- Workflow · Missing insurance cardMissing insurance card
Ask the patient to upload their insurance card when it's missing from their file.
- Workflow · Lien not signedPatient lien not signed: remind, then escalate
Remind the patient to sign their lien, and hand it to staff if it still isn't signed.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.