Appointment Journeys Details Page
Let's deep dive into touchpoints and triggers on the Appointment Journeys Details page! To get to the details page, select an appointment journey from the list.
Use the diagram below to navigate within the appointment journeys details page.
Appointment Journey Summary
The appointment journey summary includes information about the customization of the journey. This includes:
The status of the journey (i.e., draft or published).
The date that the appointment journey was created and last updated.
The location override, which can be used to override the location saved in your EMR, if necessary.
Visible details, which is any information shown in the appointment hub (e.g., appointment date and time, phone number, location, etc.).
The location, provider, and reason triggers, which push a patient into this journey.
Actions, which show the timeline that the confirm and reschedule buttons are available in the patient hub.
Restrictions, which can suppress a follow-up touchpoint if the patient has another appointment. You can select both the reason(s) and time period for the other appointment.
Triggers Configuration
Each trigger tab will expand when the down arrow is clicked. In the expanded version, a list of selected triggers in each category will be shown.
Touchpoints Configuration
The touchpoint configuration displays the timeline of when touchpoints are sent out to patients. You can select each touchpoint to see a more detailed summary of the message content.
You can preview the message sent by SMS and email.
If a chat or instruction is attached to the touchpoint, it will be displayed at the bottom of the touchpoint summary.
Test touchpoints with our Paper Airplane!
Curious about what the touchpoint looks like? You can send yourself a sample of the touchpoint by clicking the paper airplane icon in the touchpoint summary.
Input your cell phone number for a text message or your email address for the email version.
Last updated
