Verify (public databases) and update email patient (or responsible party) name, address, email, and phone number.
Extracts data from appointments made via the website and places it on excel/google sheets or even on PMS
Generates AR report and sends via email to Doctor Owner or 3rd party
Generates AR reports and sends a “personalized” email to patients (email sequence); then sends SMS with billing. Names/ emails/Phones not available are processed with Data Quality Robot
Generates AR reports and sends a “personalized” email to patients (email sequence); then sends SMS with billing. Names/ emails/Phones not available are processed with Data Quality Robot
Reads the daily schedule and generate excel document.
Sends email from Dr’s account, reminding patients of the unscheduled treatment plan. More personalized approach.
Sends SMS, reminding patients of the unscheduled treatment plan. More personalized approach.
Extracts (monthly) carrier data from PMS, consolidates and compares outcomes based on consultants’ re-credentialing/re-negotiating fees with carriers. It provides a monthly report.
Once the patient is walked out from PMS; sends the patient statement via email/SMS with payment URL.
The patient makes the payment; info is updated on the patient’s account.
The patient walks out; the robot sends SMS with a Google Review link.
For DocuSign forms (free), robot sents out forms to new patients, and then when forms are returned via email, Robot places data on the PMS.
Robot sees all miss calls. Sents text message to patients. Places missed calls on an excel sheet and tracks that front desk staff members have returned missed calls.
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