Document uploads are now supported for Online appointments (OLA). Practices can require document uploads for specific Appointment Types based on the patient being New or Existing.
Enable document requirements:
To configure Zedmed:
- Go to Zedmed's Management tab.
- Select Practice Setup > Practice.
The Practice Details screen will open with the Practice tab selected. - Select the Branch tab.
- Open Online Appointment Details.
- Enter an email address into the Referral Upload Email field.
-
Select Close to save the changes.
Important: This email address needs to be monitored the Referral should be added to the patient's record.
- Go to Zedmed's Management tab.
- Select Practice Setup then Appointments > Appointment Types.
The Appointment Types screen will open. - Select the Appointment Type that requires a document (referral).
- Tick Referal Letter Required.
- Repeat for each Appointment Type.
- Select Close.
The patient provides a document
The patient will be prompted to upload a referral when making an OLA booking.
Selecting Skip allows the patient to continue making the appointment without providing a document.
To check if a document was provided, open the Appointment Details and check the Notes, as shown below.
Practice receives the document
Documents uploaded with OLA bookings are delivered to the email account provided in Step 3 (at the top of this guide).
Monitor incoming emails and action them by uploading the referral to the patient's record and Adding the Referral Information.
The email body will contain key information about the booking, and the document provided will be attached to the email.
Email body
Email attachment
