Visit ClickDimensions in booth 1719 at the Microsoft Worldwide Partner Conference in Washington DC on July 13-17 (less than 2 weeks away!). Our team will be showing the new features available in our July release, and we will be giving away a $100 Amazon gift card each day of the conference… you won’t want to miss it! Stop by while you are in the WPC expo or contact us through WPC Connect to schedule a meeting.
See you in DC!
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Perhaps you have some users that need to be able to create marketing emails (create templates, set preferences, and designate recipients), but you do not want them to be able to see or press the “Send” button. If this is the case, you might be wondering how you can achieve this level of limitation within Dynamics CRM and ClickDimensions. Well, wonder no longer. In this post, I’ll show you the steps you could take, using the Ribbon Workbench tool, to add display rules for the Send button based off of entity privileges. If none of that made sense, and you still want to do what the title of this post says… Talk to your CRM admin or partner. Tell them Nick sent you, include a link to this article, they’ll crank it out for you in no time.
- You have the ribbon workbench tool up and running. If you don’t, you can get it here: http://ribbonworkbench.uservoice.com/knowledgebase/articles/80806-download-ribbon-workbench-for-crm-2011-2013
- You are a CRM Admin.
- You have or will create a solution with the ClickDimensions “Email Send” entity included.
- You have a limiting privilege in mind (i.e. you want to only allow people who have delete privileges on the Domain entity see the send button on the email send).
Open the Ribbon Workbench and select the solution with the Email Send entity in it. (In my case I created a new solution called HideSendButton just to have a clean example for you.)
Once you’ve selected the Email Send entity, find the Send button, then right click, select “customize command.”
NOTE: You’ll see the command item in the solution elements tab can now be expanded. Go ahead and repeat that process for split-test too if you want to limit that button in the same way.
Step 2: Set the display rules of the commands.
Right click on the command for the send button and select edit display rules.
From there, click the Add New and give it a name. I used “cdlabs.cdi_emailsend.UserHasDeletePriv.DisplayRule” for this example.
Add a step: You’ll want to use Entity Privilege Rule.
Set the depth to the level of role they must have (Organizational, Business Unit, etc.).
Use your role limiting entity in the entity field. (In this case, we chose to use global delete privilege on the domain entity, but you might want to think about using something else depend on who you are giving that limiting role to.)
NOTE: Add the display rule to the split test command as well if you want to do that too.
Publish from the ribbon workbench.
Now only users who have global delete privileges on the ClickDimensions Domain entity can see the Send button. You will want to make sure you assign the limiting privilege to anyone you want to be able to send, and ensure that people you wish to limit, do not have that privilege.
Written by Nick Waverek, Solution Success Manager at ClickDimensions
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By Heidi Jannenga, PT
In 2006, while Brad and I were driving home from Prescott, Arizona, we mapped out the idea for WebPT on the back of an envelope. Back then, we simply were trying to develop a documentation solution for my practice. I never imagined that in eight years, the ambitious startup we launched and ran out of the back of a coffee shop would grow into something so significant. Today, more than 30,000 therapy professionals and 6,000 therapy practices trust WebPT every day for their documentation and practice management needs. Some of you have been with us since our launch at CSM 2008 in Nashville; some of you only recently ditched the pen and paper to go digital with us. But you’re all trailblazers—early adopters helping to lead the physical therapy industry into the digital age.
Elevating the profession has been our company’s focus—and my personal passion—since the start. From day one, we’ve been dedicated to the industry we have the honor of serving—and dedicated to helping therapists achieve greatness in practice. Your success is our success, and through that success, we elevate our profession together. That’s why today is special not only for WebPT, but also for you—our Members and private practice therapists across the country.
Today we announced our acceptance of a significant investment from Battery Ventures, a nationally-recognized firm known for backing some very successful technology companies (like Groupon, Marketo, Brightree, and ExactTarget). We are proud to partner with such an experienced investor, and I am especially proud to see a firm—one with a proven track record for supporting high-growth technology companies—invest in rehab therapy. WebPT is forever committed to physical, occupational, and speech therapists. With this investment, we’ll continue our mission to innovate and to provide you with the most cutting-edge technology on the market and the most dedicated team to help you succeed.
As always, I will continue to drive our product strategy and oversee the WebPT brand vision as the company’s chief operating officer. My husband, Brad, will remain WebPT’s president and chief technology officer, and Paul Winandy will continue to lead our team as chief executive officer. I have the utmost confidence in our leadership team, our staff, and our new partner, Battery Ventures. Our deep industry experience, combined with the added firepower Battery provides, will enable us to keep innovating, pushing the envelope, and elevating our great profession.
This investment proves what WebPT and our Members already know: rehab therapists are uniquely poised to make a dramatic impact on health care in the coming years. With this financial backing, we can solidify our place as rehab therapy’s true tech partner. We built this business on a foundation of listening to our user community—our Members—and we will continue to innovate and deliver the solutions you need. We will continue to empower therapists to change the industry for the better, never wavering in our dedication to this amazing profession. This is our legacy and we intend to make it a damn good one—with you, our Members, by our side. Buckle up because we’ve got plenty more trail to blaze.
We take credit for some of the most well developed and easily accessed orthopedic websites on the internet. These websites are an asset for doctors and patients because they act as an information highway, relaying vital data between both parties. Regardless of the specialty, we have the tools to implement a professional and sophisticated website that appeals to current and potential patients. Our company has years of experience with orthopedic, cardiology, dental, neurology, GI, and OB/GYN websites, as well as a host of other specialties. Our sites are customized for doctors wants and patients needs, and also have important features like mobile accessibility and top notch patient portals. These features allow patients to schedule appointments, access records, and check-in online.
Why Omedix is the Best
Omedix has created some of the best orthopedic websites in the world. Many of them are packed with articles and information written by the doctors who actually work with the practice associated with the website. This means patients (or potential patients) can get a personal feel from the doctors themselves, and make choices based on the information on their site. Any person can google data or symptoms of their disorder or surgery, but reading an article written by the doctor that is going to perform the surgery takes it to a whole new personal level. Patients can identify with the doctor, and get a sense of who they are through their website. This increases patient satisfaction and ultimately, their entire healthcare experience. A word of mouth referral gives a positive reflection of a doctor, but looking at their website allows a patient to match a face with the name.
Aside from the extensive list of benefits for the patient and doctors, we offer standard and exceptional features with every orthopedic website. Omedix knows the key to the best orthopedic websites is a solid development process, but also easy management by doctors and administration. We allow the client to be involved in the process, by choosing the design or template for the face of the website. Our development includes articles of unique content and quality control checks, as well as basic marketing strategies. Additional SEO (search engine optimization) services are available to boost the visibility of the sites for major search engines. Regardless of how awesome the site is, if it isn’t optimized for visibility, it is difficult for potential patients to find. Omedix makes this a priority with our site development plan because we recognize the importance.
Traits of the Best Orthopedic Websites
What makes one orthopedic website better than another? First, it must be aesthetically pleasing (not fancy, just professional), and easy to navigate. A search bar is an simple addition to help pinpoint a page quickly. Next, patients are looking for information. Biographies and blips of information about each doctor in the practice may be helpful. Directions to the office are often convenient and may relieve stress for the patient. A FAQ section can answer questions and give helpful tips, as well as clear up phone lines for administration. Lastly, the orthopedic services offered and detailed descriptions of the services are a must. Any unique content written by the office pertaining to disorders they treat is particularly helpful for potential patients. Omedix is the leader in developing professional and well organized websites with information about the services offered. We are committed to details, customer service, and ease of use for everyone involved. Omedix produces the absolute best orthopedic websites because we set the bar where no one else can touch it!
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Omedix is the leader in the patient engagement product industry for medical offices. From patient reminders to a state of the art online patient portal, Omedix has been providing efficient and effective patient engagement tools for over ten years. They manage high profile doctors and offices, and smaller medical clinics alike. Omedix understands the value of a medical website, as well as what potential and current patients are looking for in one. They are committed to providing the best products to save clients valuable time, money and resources. Omedix is leading the way in mobile (cell phone) resources for medical offices and clients, and that focus sets them apart from their competition.
Why is Omedix better than their Competitors?
Compared to their competitors, Omedix has a higher client satisfaction rate and offers more services than most. This allows them to fulfill an office’s complete needs, instead of having to outsource to provide a variety of services. Omedix is an excellent alternative to NextGen, as they offer more services and have a much more user friendly dashboard. NextGen offers similar services, but without the focus on customization and customer service. Omedix takes pride in a website that explains all of their services, displays results for medical offices, and is always adding new options for clients. The Omedix website incorporates examples of their services, complete descriptions of their offerings, and how these products are benefiting real companies. They also have a blog with unique and in depth coverage of how their services benefit doctor’s offices and what is coming in the future. Not only is Omedix concerned with improving the productivity of an office, they are dedicated to products that improve the entire healthcare experience for the patient.
Choose Omedix for Patient Engagement Services
If you are in the market for a management company that can handle the multitude of problems you are faced with, Omedix is the number one choice. Their all inclusive patient portal, patient reminders, and patient check-in systems can’t be beat. With the best reputation for patient engagement products, Omedix is the most professional and reliable medical office management company. While most companies are focused on their bottom line, Omedix sets the bar high with impeccable customer service and product knowledge. They know implementing new office procedures can be painstaking, but guide clients step by step, resulting in a seamless transition. For the best patient experience from start to finish,the only choice is Omedix. Call 877-866-3349 to see how we can maximize your medical office’s productivity!
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Automated patient reminders have never been more effective with Omedix Patient Reminders. Customized reminders make scheduling easier for the patient and the office because they increase efficiency for both parties. Structured for a variety of uses, patient reminders are excellent for sending reminders about follow-up and preventative care. Implementing a patient reminding system creates a seamless path for communication between patient and administration. It can be used as an opener for the Patient Portal, and can also coincide with information collected through the portal. They are also a Meaningful Use Strategy.
Gone are the days of generic impersonal automated systems leaving a voice mail, the patient missing it, and the office ends up with a receptionist calling anyway. With Omedix Patient Reminders, the patient can choose their preferred means of communication by phone, text, or email. The medical office has complete control over the wording used, and can change the message at any time to accommodate for yearly check-ups, surgical procedures, or weekly appointments. One of the best features of the Patient Reminder is the patient is able to respond directly from the message. It all adds up to saving valuable efforts and resources on time consuming (but important) tasks.
When a patient misses their appointment, time is wasted on all accounts. Prepping a room, paperwork, and procedures takes people and resources. By reminding a patient, and confirming their appointment, fewer resources are wasted because more patients can be seen. Staff becomes available to handle more detail oriented tasks, focus on patient care, and increase the overall efficiency of the office. While automated reminder systems have been attempted in the past, Omedix has an impeccable process, focusing on ease of use and communication. The Patient Reminders are even able to be sent in a host of languages, ensuring no patient misses a message because of a language barrier.
Omedix Patient Reminders engage patients and increase patient satisfaction. Patient reminders can decrease wait times because patients confirm their appointment, allowing for prompt arrivals and departures. Patient Reminders have the capabilities to decrease no shows and cancellations by up to 80%, creating wider appointment availability for unexpected scheduling. This system also sends reports to document results. Omedix did extensive research and testing to develop a reminder system that transitions easily, is fully customizable, and works for both the patient and administration. Without a doubt, this is a must have for any medical office.
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With current technology, it is mind boggling that most medical offices still have patients fill out check in forms with pen and paper. There are many different reasons that offices haven’t made the switch to an electronic check-in, but cutting edge technology has made it possible to implement a process that helps both the administration and patient. It is convenient beyond words, and easily worked in to any existing system.
Wireless check-in makes it possible for a patient to fill out forms prior to their scheduled appointment. This is possible through the Patient Portal, and opens up a variety of possibilities. First, the patient has access to all the documents and records they may need, that they may not have with them at the doctor’s office. Items like insurance cards, referral information, and phone numbers can be easily accessed at home. Second, they are able to take their time filling out information. Logically, the more time they have the more thorough they should be. This means fewer unanswered questions, more accurate information, and less time spent reviewing the forms.
When patients check in at home, they are more at ease and less frantic to finish their paperwork before their appointment time. They can take time filling in their information, and take a break if they have to. In a doctor’s office, they may be distracted by kids, other patients, or tardiness. If they forget information they may not be able to find it at the office. It is important for patients to be able to check in before they walk in, because it saves everyone time, energy, and resources.
Both parties benefit when the patient has the ability to check in away from the medical office. The patient can choose to fill out paperwork in a relaxed, stress free atmosphere, and the medical office can receive legible forms in a manageable fashion. Online check in allows for prompt appointment times, ultimately providing room for more patients to be seen.
Finally, patients want the freedom to check in before their appointment. They can save valuable time and the general headache, compared to flying through the forms in the doctor’s office. Who wants to show up 30 minutes before their appointment for paperwork when they can do it in advance in the comfort of their home? Not many. It is convenient, available, and ready to help your medical office!
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The more often you blog, the more traffic you will get coming to your site. It’s as simple as that.
Be that as it may, most medical practices don’t write a lot of content for their website. Many don’t blog at all. That’s good for you, because if you’re the only blogger among your local competitors, you’ll be beating them in the search engines.
Here are some ideas for you to write about. Some of these require medical expertise but many can be written by any staff member.
Make a list!
- nearby hotels, restaurants, etc for patients and their family who come from out of town
- preferred vendors
- relevant videos
- other blogs/informational websites
- relevant quotes
- free resources
- make any kind of list
Find some local news and write about how it affects or is related to your practice
Paste a photo with a caption
Embed a video from youtube and write a couple of sentences about it
Write about a different blog post you like and link to it
Make a step-by-step how to
Post interesting data or trends related to your field of practice
Thank your patients
Pose a hypothetical question
Answer common questions patients ask or might ask
Write some info from exam room posters in your own words
Write about a procedure or technology which is no longer used
Take a picture of something at your office
Make a holiday or seasonal posts
Share about an interesting talent or anecdote from an employee, staff member, or physician
Want to really get an edge on your competitors? Contact us now to find out how we can help with your SEO.
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While most organizations can agree that the Omedix Patient Portal benefits both the patient and the provider immensely, the next question most encounter is how to get patients on board. How do we get our patients using the Portal and participating in all the features it has to offer? When your office implements a patient portal you want to get patients to participate. With a little bit of planning and creativity, the Patient Portal will get plenty of use.
Before implementing a Patient Portal, try to get some feedback from the people who will be using it— the patients. Distributing a short survey in the waiting area will not only help determine what the patients need from the Portal, it will also provide an opportunity to introduce it and future changes. After receiving responses from the survey, determine what areas patients will use, and design the Portal with those in mind. If paper and pen are too cumbersome, utilize social media. Post a quick poll and get feedback that way.
The easiest way to get patients to use the Patient Portal is to make sure it offers practical features such as patient reminders, letting healthcare patients pay online, and patient forms. Features that save your patients time are valuable and increase the likelihood they will use the patient portal. Online scheduling, prescription refills, and referral forms are also features that drive up the convenience factor for patients. Including these in your Portal is a good idea because they are practical and handy for the patient.
Some offices may offer an incentive for first time portal users. This is beneficial because it can get users that may not have explored it otherwise on board and trying it. Offering a coupon for services after or having a raffle for goods may be an incentive for using the Portal that works in your office. Picking a random winner from patients that used the online scheduling feature can also be a good way to encourage Portal use.
One of the most important things to remember when implementing a Patient Portal is to never stop encouraging people to use it. If patients aren’t aware of it, they can’t utilize the features. Also, if it isn’t easy to access or register for, the likelihood they will use it also decreases. Make it simple, easy to use, and easy to find. Remember: they don’t have to use the Portal, but if it is easier and faster than a phone call, they will want to. Don’t be discouraged if the numbers expected aren’t reached immediately. It takes time to spread the word and get people motivated. The reward is well worth the effort!
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As you look around the office on any given day, how many staff members do you see:
- on the phone booking appointments
- handling Rx refill requests
- dealing with administrative or clinical questions from patients
- manually entering data from handwritten patient forms into the EHR and/or PM
- dealing with bill payments
If you can imagine as much as half of that phone activity and data entry being accomplished with no staff interaction, you’re seeing the potential dollars and cents impact of integrating a patient portal with your EHR and Practice Management systems.
Now that patient portal technology has matured (to the point where it will be required to achieve Meaningful Use Stage 2 starting in 2014), practices may be well advised to take a second look at the real workflow streamlining (read: cost reduction) that can be achieved with a truly integrated patient engagement system.
The Two Keys to Patient Portal ROI:
Getting ROI on your patient portal amounts to just two keys:
- Getting patients to use it
- Setting up efficient workflows
Getting Patients To Use The Portal
We know that many patients are quite interested in using online communication instead of the phone for most of their interactions with the practice (see blog post “Will Patients Use the Portal?”). They don’t like waiting on hold any more than your staff likes scrambling to find information while dealing with multiple patient calls simultaneously.
But our experience shows that patients do not beat a path to your patient portal. Rather, they respond when your promote it. Make sure you showcase the portal in your waiting room, front office staff are trained for when patients are checking in and checking out, and most importantly that you have staff buy-in that this is a solution that will improve the practice.
Omedix clients also get access to our Customer Support team for several personalized, effective strategies for improving patient use of patient portals and increasing typical registration rates for patient portals.
Setting Up Efficient Workflows
Now that patients are actually transacting on the portal, the next key is to make sure that their participation means more efficient workflows for you.
The key here is integration. With integration of portal, EHR and PM systems, some labor-intensive functions can be totally automated, while others can be made significantly more efficient. For that reason, integration into systems like NextGen, Centricity, Allscripts, SRS, IO Practiceware, and others becomes important. Check out Omedix integrations to see if we integrate with your PM/EHR.
Key workflows require tight integration with your existing systems, which is why it’s important to distinguish between “interfacing” and “integrating”. It’s not just about getting one system to read data from the other, but making sure that your full workflows are accounted for.
Assuming you’ve got the integration you need, the training you need, the workflows defined, and the patients to use it, now you’ve got some real value being created:
- Patient intake will be streamlined
- Appointment booking, changing and cancellation will be done all electronically
- Patient questions, both administrative and clinical, will be answered with less use of staff and physician time
- Qualification for enhanced reimbursement through Meaningful Use
- Plus some “soft” values like an enhanced patient experience that encourages both retention and referral
While the revolution in health care is just beginning and Omedix is working on some exciting things to come, there are real ROI benefits from systems that are available right now.
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