New Patient Confirmation Setup

New Patient Confirmation is a tool that gently reminds staff of important information that you want relayed to new patients at time of booking.
Utilities -> Patients -> New Patient Confirmation Setup
Enter 'Description', 'Effective' date, 'Display Order', & 'Confirmation Text'. It's rare you will use 'Terminates' unless for a certain office promotion etc.

As new patients are booked, the New Patient Confirmation screen will pop up. The staff member should check off each step, and then click [Finish].



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