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What are subject categories?
Subjects in Docplanner Phone are divided into 3 main categories: information, visit booked and visit not booked. Here you can find the type of information that should be included in these categories.
👉 The subject for a given conversation should always be set during or right after the finished call and should describe what was the outcome of that call.
- Information
This category should include subjects based on patients' questions which are not directly regarding booking a visit.
Examples:
- Appointment price
- Opening hours
- Visit not booked
These subjects describe the reasons why patients don't choose to book an appointment. They are very important to track, as they have a direct impact on clinic's revenue. For this reason, they should be as detailed as possible.
Examples:
- No availability (surgeon)
- Price too high (ultrasonography)
👉 In case of more general topics, eg. service unavailable, it's also a good practice to add a short comment describing what type of visit the patient was seeking.
- Visit booked
Here, you should have all services available in your clinic added as subjects. Every time a call ends with patient booking a visit, a subject from this category should be set.
Examples:
- Pediatric consultation
- Health balance
Subjects in each of the categories should be customized to your clinic. 😊
Users with manager permissions can access the Settings tab in Docplanner Phone and adjust the subjects accordingly by adding, deleting, editing or changing the order.