How to link a patient with the client app?

How to link a patient with the client app?

Video



Transcription

When we create a new patient we can link it to the client's app so that they can see the appointment reminders, see the patient's file, request appointments and also see promotions that we load into the system to link them to that file, we are going to go to the patient's file and We are going to send an invitation to use the application in this case the invitation will be sent to the email of the client who has in their profile and if they have WhatsApp it will be sent by WhatsApp with the email and password in this case it will give us the password so that we can inform the client or the client can also generate it when accessing it from the email in cases where the client is the one who downloads the application and we want to link it with the patient, what we are going to do is generate it inside from the application a password and it will send it to us and we are going to put that code here and we are going to validate it when we load data, sometimes it is not instantaneous, for example, if we make a visit or apply a vaccine, we can synchronize data so that If the client appears in the application, then we can also ask the client for a rating . When we request the rating, we will be able to choose the user, for example, a doctor who treated that patient and we want him to tell us how the visit was, the consultation , then we choose that user. and then we send it to the client, it will appear on their home screen that we request that rating and then in the rating report reports we will be able to see those ratings , how much score and so on, when the patient is linked, this icon will appear . a phone that means that it is linked to the application, if we want to unlink it from the application, we are simply going to unlink the client, that phone icon will also appear and we can go to its file if we want to unlink it and unlink it from the application.

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