Risk Assessment Links
Sending a Patient Risk Assessment Link
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There are two ways to send a risk assessment link to a patient:
- Option 1: Going to the âCustomersâ page, selecting the desired customer from the list and clicking on the âSendâ button.
- Option 2: Going to the âDraftâ record of a customer and clicking on the âSend Survey button under the âPatient Risk Assessmentâ section.
- Both of these options will open the âSend Risk Assessmentâ modal.
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On the âSend Risk Assessmentâ modal, you can set the
cc invoice to
,reply to
,survey
,email/sms template
to be used and a customised note for the patient.-
See Email & SMS Templates tutorial for more information.
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Once you have set the details above, click on the âSendâ button to send the link to the patient.
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Patient will receive an email/text message with the link to the risk assessment survey shortly after.
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On the customer details section/draft record's risk assessment section, the risk assessment status will update to arrow_circle_right Sent.
Schedule Send a Patient Risk Assessment Link
- Follow the same steps detailed in âSending a Patient Risk Assessment Linkâ but instead of clicking on the âSendâ button, click on the âarrow_drop_downâ caret beside the âSendâ button and then click on the âaccess_time Schedule Sendâ option, this will open the âSchedule Sendâ modal.
- On the âSchedule Sendâ modal, specify the date and time to send the link.
- Click on the âSchedule Risk Assessmentâ button.
- Patient will receive an email/text message with the link to the risk assessment survey on the specified date and time.
- On the customer details section/draft record's risk assessment section, the risk assessment status will update to access_time_filled Scheduled.
Cancelling a Scheduled Send
- To cancel a scheduled send, click on the âCancelâ button on the customer details section/draft record's risk assessment section.
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If the risk assessment has already been sent, the status will update to arrow_circle_right Sent and can no longer be cancelled.
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Risk Assessment Link Status
- error No Risk Assessment - The patient has no risk assessment on record.
- arrow_circle_right Sent - A risk assessment has been sent to the patient but has not been completed.
- access_time_filled Scheduled - A risk assessment has been scheduled to be sent to the patient.
- cancel Expired Link - The risk assessment link was sent but was not completed within 365 days since the link was sent.
- check_circle Completed - The risk assessment link was sent and completed.
- check_circle Recorded - No risk assessment was sent to the patient, but it has been recorded manually.
Set Preferences for Risk Assessment Links
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Go to the âSettingsâ page.
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Under the âAdvancedâ section click on âYour Workspaceâ.
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Click âRisk Assessment Linksâ tab.
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Toggle the âAllow Customer Copyâ switch to give your customers the option of receiving a copy of their risk assessment responses via their registered email address.
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If you wish to be notified when a customer completes a risk assessment, the following options can be set:
- Notify via Email
- Input the email address of your choice under the âCompleted Risk Assessment Notification Emailâ field.
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You can add multiple email addresses by separating them with a comma.
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Workspace Notificationsstandard Package
- Click on the âAdd Notification Roleâ button, this will open the âSelect Roleâ modal.
- Select the desired
role
from the list by clicking on the âadd_circle_outlineâ icon.
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Click on the âSaveâ button when finished.
Setup Email & SMS template for Risk Assessment Links
- Go to the âSettingsâ page.
- Type in
email & sms templates
. - Click on the âEmail & SMS Templatesâ.
- On the âEmail/SMS Templatesâ page, Compound Direct has provided two pre-made templates for risk assessment links:
- âRisk Assessment Requestâ - This template is what your customers will see when you send them a risk assessment link.
- Note: This is not the link itself but the email/sms that will contain the link.
- âRisk Assessment Survey - Customer Copy - This template is what your customers will see when they request a copy of their risk assessment responses.
- âRisk Assessment Requestâ - This template is what your customers will see when you send them a risk assessment link.
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See Email & SMS Templates tutorial for more information on how to edit these templates.
Completed Risk Assessment Links
As soon as a customer completes a risk assessment, you can expect the following to occur:- The status of the risk assessment will update to check_circle Completed.
- If you have set up âNotify via Emailâ in your workspace settings, you will receive an email with the customer's responses.
- If you have set up âWorkspace Notificationsâ in your workspace settings, you will receive a notification on your workspace that a customer has completed a risk assessment.
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Clicking on this notification will take you to the âCustomerâ page and will show the customer's responses.
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- If the customer has opted to receive a copy of their risk assessment responses they will receive one via their registered email address.