Communication Setup and Best Practices

 

CareFlow’s integrated communication tools keep your clinic connected with physicians and patients efficiently.

Setting Up Email Integration

1. Navigate to Settings > Communication > Email Integration.
2. Enter your clinic’s email server details or connect using OAuth for popular providers (e.g., Gmail, Outlook).
3. Authorize CareFlow to send and receive emails on behalf of your clinic.
4. Test the connection by sending a sample email.

Enabling SMS Notifications

1. Under Settings > Communication > SMS Notifications, enable SMS services.
2. Add or verify your clinic’s phone number for messaging.
3. Customize SMS templates for appointment reminders, referral updates, and follow-ups.

Managing Message Templates

• Go to Communication > Templates.
• Edit existing templates or create new ones for:
  • Referral Acknowledgments
  • Appointment Confirmations
  • Follow-up Reminders
  • Physician Outreach Messages
• Use merge fields (e.g., patient name, appointment date) to personalize messages.

Best Practices

• Keep messages concise and professional.
• Schedule messages to avoid off-hours communication unless urgent.
• Regularly review communication logs to monitor engagement and resolve missed contacts.
• Ensure compliance with HIPAA and other privacy standards when messaging.