How does the pre-screen process work?
Here we detail the pre-screen process from when prospective patients/clients fill out the pre-screen request to you accepting or declining their request.
See below for a step-by-step guide or watch a webinar about optimizing your intake process here:
Prospective patients/clients fill out pre-screen requests after you have set up your pre-screen form. You will get a notification in "Messages" that a request is waiting for you.
Note: Once a patient/client completes your pre-screen form, a portal account is automatically created and saved under "Referrals>Requests" so there is no need to re-invite the patient/client if the request is accepted.
- To go to the request from the "Messages" section, click on the hyperlink included in the notification message.
OR...
- From your main dashboard, click on "Referrals."
- Go to the "Requests" section.
- Click the drop-down arrow next to the request you want to review.
- To approve/decline a referral request, click on the "I want to" drop-down.
- Go to "Update Status," and select the action you prefer.
Once a referral request has been approved, a chart will be automatically created in your roster for that patient/client. They will be able to log into their portal account with the credentials created when completing the referral request.
Once a referral request is declined, the patient/client will receive an automated message notifying them that their request was not accepted.
If you have any questions, please contact us.