Page 43 - Receptionist

19013 – Appointment Requests by Demandforce

Result Statement: To provide convenient and easy ways for all clients to request
appointments, even when we are not open.

Primary Responsible Position: Receptionist

When:

 Throughout the day, everyday.
 We also assure all requests are handled when completing both reception
AM and PM checklists

How:

1. Reception email should have all appointment requests sent to them.
2. Log into Demandforce
3. Look for ALL appointment requests that not yet been handled.
4. If the day and time the client requested works:
a. Click “Accept”.
b. Add it to AVImark as you add all other appointments.
5. If the day or time the client requested does NOT work:
a. CALL the client NOW. Schedule a time that works. Add it to
AVImark. Change the date/time in Demandforce.
b. If you cannot get something scheduled with the client click “delete”
in Demandforce.
c. If you have to leave a voicemail:
i. In Demandforce click “reschedule”
ii. In Demandforce add a note on the appointment request.
iii. In AVImark add a follow-up and post to the patient record
about you leaving a voicemail….as you would if you called
the client for any other reason.

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