How to Bump
- Joshua Pedrero (Unlicensed)
Description
Bump guide for EHR’s and Google Calendar.
Below is a sample image that shows how Holly interacts with patients after a bump:
Templates
Needs images
"Bumping" is the ability of Holly to reschedule a patient whose appointment was canceled by the office or doctor. So, when your office needs to cancel appointments ("bump" patients), Holly can A) notify them immediately and B) offer to reschedule them via SMS.
In order for Holly to send a bump message, the trigger in CareCloud is to CANCEL the appointment with the cancellation REASON being "Office Rescheduled". See step by step examples below, and the sample screenshot conversation. Holly can bump appointments up to 90 days out.
Template Details
Class: FAQ
Sub-class: Bump FAQ
Pending Approval
To bump an existing appointment, create a customer status called “bumped”, “BUMPED” or “Bumped” and assign it to the appointment you want to bump.
Template Details
Class: FAQ
Sub-class: Bump FAQ
Pending Approval
To bump an existing appointment, select the appointment you wish to bump and delete it. Holly will now take it as a bump and make the necessary actions.
Template Details
Class: FAQ
Sub-class: Bump FAQ