The most efficient way to check patients out is to have HQ auto-text owners when staff mark “Surgery Done” in Patient Flow.
What is a “staggard checkout?”
A staggard checkout means HQ will auto-text owners a message that says something like “Your pet will be ready to be picked up in one hour. Please make your way to clinic.” We have controls in the settings to allow you to only text public clients this message. Volume clients likely have a different flow for pick. You can do the settings so either they do not get a text message, or they get a different message. You can also have different messages for surgical patients versus wellness patients.
By staggering the checkout this means clients do not pile up in your lobby all at one time. This is a stress reducer and safety enhancer for all involved.
We suggest clients stay in their vehicles and your staff go over all the post operative instructions before retrieving the pet.
Patient Flow Auto-Texting
- First, an automated reminder needs to be set up via Settings > Confirmations and Reminders. Learn how to do that under the Text for Pickup section here.
- Next, you will confirm that a Patient Flow automation has been set up. Learn how to do that here.
To text clients, simply mark the patient done by clicking Surgery Done (anesthetic) or Done (non-anesthetic) on the Surgery or Treatment tab of Patient Flow. A popup will appear that lists the automation actions. Ensure the box next to “Text message the client that their pet is ready to be picked up. (Public Only)” is checked. Click Proceed.
Note: Your clinic must have the Call & Text Add-On enabled and fully set up to utilize this feature.
