Overwhelmed with patients? Don't have an up to date or adequate booking system? When it's this time of year, it's basically required to ensure you have the right booking platform for your medical practice.
BookSteam offers many different features that can be customized to your clinic's needs. These features include anything from invoice processing, calendar syncing, providing mobile services and more. Take a look at a few features below and discover how you can improve your booking system for your practice.
Allow Patients to Book Online and Manage their Account
When you create an account with BookSteam, your clients will get their very own FREE client account. Through this account, your client's will be able to book their own appointments, manage upcoming appointments, review past appointments and more.
By taking the middle person out of the equation, your client will be able to manage their bookings, packages, and gift certificates without having to contact you. Giving you and your staff members more time to focus on other ends of your practice.
Capture Patient Notes and Create Tags
We understand that recording patient information during visits is important, which is why you can easily take notes in the 'Client Database' section of the platform. Just travel to the 'Clients' tab and start inputting your notes in the 'Internal Notes' section.
You can also create 'Client Tags' so that you can easily identify a client when booking them. For example, if a client has specific procedure or treatment they require at each appointment, you can add this to their client tag in their client profile. When creating a 'Client Tag' go to the 'Clients' tab first, find your patient, go to the 'Tags' section underneath 'Internal Notes', create the tag and then click on the plus icon to add the tag.
Confirm, Remind, and Follow-Up with Patients via Client Notifications
Ensure that no appointment is missed by your patients by programming client notifications. By customizing the appointment rules; you can ensure that confirmation booking messages are sent, guarantee clients receive reminder notifications about upcoming appointments, and send follow-up messages once the service has been completed.
By sending client notifications, you will ultimately be reducing the amount of no-shows which will end up improving your bottom line at the end of the day. In order to setup 'Client Notifications' go to the 'Settings' tab and then scroll down to 'Client Notifications' to begin programming. You can also customize the messages you send to clients by clicking on the 'Customize' hyperlink in this section.
Reserve Rooms for Different Treatments
As you may offer various treatments at your practice, a few of those treatments may require separate or assigned rooms. With BookSteam, you can reserve rooms and assign them to different services with resource scheduling feature. When you are in the 'Settings' portion of your account just go to 'Resources' and start creating different rooms and then tag them to a desired location and treatment.
After this has been executed, you can review all reserved/booked resources on the left hand side of the calendar view in your account. Conclusively, this feature will enhance scheduled bookings at your practice and keep your clinic organized.
Program Recurring Appointments for Clients
If one of your patients requires one or more of the same treatment every other week or month, you as the service provider can easily program this. All you need to do is travel to 'Settings' and then navigate to 'Scheduling Rules' underneath 'Preferences' and mark off recurring appointments at the bottom of the page.
Once this is done, your patients can begin booking repeating appointments within their own account moving forward. Ultimately, this will remove the middle person and increase the efficiency of your operations.
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