Converting phone patients to technology is easy! It also streamlines the care team’s workflow and makes tracking patients more efficient. Follow these simple instructions to perform the conversion:
Identify phone patients who have a smartphone or computer, but aren’t reporting data via technology
Navigate to the patient’s chart
Select the “Edit Patient” tab
Click the phone icon next to the patient’s phone number to open the contact preference
Click “Technology” option
Click the blue “Modify Patient” button at the bottom of the screen to complete
Select the “Actions” tab & choose “Send Communications” from the list of options
From this send communication dialog box, you can send the patient a “Invite/Set Up” via email, text to set up in a browser, or text with mobile App link to download:
Patients can click the link to go directly to the Apple Store or Google Play to download the CCIQ app as well. Patient instructions are available here. Provide the patient with their username (typically their email address) and password (8-digit date of birth).
For patients who prefer to get reminders via email or text message, they can simply sign-in via their web browser by clicking the link in the welcome email. Patient instructions for web use are available here.
