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Signing up a new customer
Updated on
Nov 01, 2021
Follow these instructions to create a new patient record in the system.
Click Create Contact
Enter required information
First name
Last name
Social Security Number
Address
Phone number
email
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What to do if a Caller Does Not Have Insurance
Example Content
Example Conversation Flows
21
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Set up Single Sign-on Call Flow
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Patient Scheduling
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Scheduling a Doctor's Appointment (Before)
Scheduling a Doctor's Appointment (After)
Reschedule appointment
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