2) Importing Patients
SOLO PRACTICES: ONLY ONE DIRECT HEALTH ACCOUNT:
CLINICS: MULTIPLE DIRECT HEALTH ACCOUNTS:
Please let your Client Success Manager know the accounts that you would like to be connected to your patients/clients. Below are a couple different options. Your Client Success Manager will need to create your clinic a group activation code in order to connect your patients/clients with multiple accounts.
Triage Account Only – some practices chose to keep the barrier between the patient/client and the provider. With this option, all communication goes to a central triage account then the consulting doctor can be “added” into the chat to consult and bill the patient/client. The triage account will then “remove” the doctor from the chat.
Doctor account(s) + Triage Account – some practices want their patients/clients to see both options in their app, both the doctor(s) and the triage account. Patients/clients will message the staff for staff related issues and the doctor for virtual consultations.
Doctor Accounts Only – larger practices with multiple premium doctor accounts will sometimes chose to connect their patient base with all the doctors at the practice. With this option, the patient can see all the doctors at the clinic and send a message to their doctor.