How can I manage special requests or notes for appointments?

At SleepTest.com, we understand that every patient may have unique needs or requests regarding their sleep test appointments. Here's how you can manage special requests or notes for appointments effectively:

Steps to Manage Special Requests

1. Log into SleepTestCRM: Start by logging into your SleepTestCRM account. This is where you can manage all patient-related activities.
2. Access Patient's Referral: Navigate to the 'Drafts' or 'In Process' tab, depending on the referral status. Click on the patient's name to open their referral details.
3. Enter Special Requests: Within the referral, locate the section dedicated to notes or special instructions. You can add any special requests or notes the patient has communicated here. Be as specific as possible to ensure the team fully understands the patient's needs.
4. Save Changes: After entering the details, save your changes. This will ensure the information is recorded and accessible to the SleepTest.com team.

What If You Encounter Issues?

If you face any issues or have additional questions about managing special requests, you can submit a ticket using the CRM Support tab. Click on "Ask Question," choose the relevant patient, and submit your message with details about the issue.

Following these steps, you can effectively manage any special requests or notes for your patients' appointments, ensuring a smooth and personalized experience with SleepTest.com.