Auto-send Feature - athenahealth exclusive
Would you like to automate survey sending? Look no further than our Auto-send Feature!
User type required to access: Administrator
KEY POINTS:
- Any Administrator of a Center/Group can set an Auto-send Survey.
- If multiple Centers/Groups exist, then each will need to set their own auto-send.
- The Primary Provider associated with the patient in athenahealth will be the provider associated with the survey sent.
- The Surveys will be sent out IMMEDIATELY once you save the Auto-Send Feature.
Setting up an auto-send survey!
- First, head to the Assessments tab.
- Next, slide the Auto-send on.
- From here, select whether you want these to be sent to only New Patients or New and Follow-up Patients.
Patient Visit type is established by examining the Patient Record properties: “lastappointment” and “firstappointment” dates from athenahealth. We compare these against the Appointment Record properties “date” and “starttime” to determine if it is a New Patient Visit versus Follow-up Patient Visit.
- If these dates are the same, this is labeled a New Patient Visit.
- If these dates are different, this is labeled a Follow-up Patient Visit.
- Now you can add the PROMs and/or Assessment bundles you'd like to send out automatically.
- This follows the same process as normal - just add them into the cart and be sure to modify the automatic follow-up schedules as you see best fit!
- You will also see the number of questions as well as the expected time to complete the survey within the grey box below the cart.
If a patient is already receiving a PROM and/or Assessment you're planning to auto-send, then they will not receive that specific PROM and/or Assessment.
- For example, let's say your patients have received Fatigue previously and you're setting an auto-send that includes Fatigue and Global Health to send to all New and Follow-Up Patients. The patients that have already received Fatigue will only receive Global Health whereas the patients that have never received Fatigue will receive both Fatigue and Global Health.
Want to automate surveys but all of your patients are taking different surveys? Use one of our Patient Select Assessments!
- PATIENT SELECT: Personalized Medicine in General Health
- PATIENT SELECT: Mental Health in Mental Health
- PATIENT SELECT: Musculoskeletal in Musculoskeletal
- PATIENT SELECT: Ophthalmology in Ophthalmological
Can't find what you need? Let us know!
- Once some PROMs and/or Assessments have been added, you'll see the "Save auto-send" button populate at the bottom. Click this button to save this auto-send configuration.
- You will see a prompt to confirm your settings!
- Once all saved, click "Stop editing" to exit out of the auto-send cart.
- If you ever need to edit this auto-send cart, then click on "Edit" to go back in!
Removing an auto-send survey
- If you wish to delete your auto-send, then simply click on "Edit."
- Next, remove all PROMs and/or Assessments from your cart.
- Now click on "Save auto-send" and approve.
- Now your auto-send is off!
If you delete an auto-send survey, this will stop the auto-send for the center, but all patients who are currently receiving these assessments will NOT be impacted.
Remember! We base New versus Follow-Up based on the Appointment Record date properties:
- “lastappointment” and “firstappointment” are the same as “date” and “starttime” = New Patient Visit
- “lastappointment” and “firstappointment” are the different as “date” and “starttime” = Follow Up Patient Visit