How to set up an aftercare plan

Set up and start a plan

Creating plans needs the aftercare permission, which the owner, administrators, coordinators and practitioners have.

1. 1

   Add a plan

   Go to Settings → Aftercare and press “Add plan”. A new plan comes with check-ins for the day after the treatment, a week and a month later. Change, remove or add to them.

2. 2

   Write the day and the message of each check-in

   The day counts from the treatment day. Write the message in Turkish and in English; the patient sees their own language.

3. 3

   Pick the questions

   Questions come from a fixed list: how they feel, a question for the clinic, photos and a request to be contacted. They are administrative; the product makes no clinical judgement.

4. 4

   Choose who follows up

   The follow-up task goes to the case's owner or to a member of the role you pick (coordinator, practitioner, front desk). You can limit the plan to some services; with none chosen it applies to every service.

5. 5

   Start the plan on the case

   When a case moves to the treated stage the plan starts by itself. To start it by hand, open the case, go to the Aftercare tab, choose the plan, enter the treatment day and press “Start the plan”. Check-ins whose day has passed are left out.

6. 6

   Follow the answers

   On each check-in day the patient gets a link; without an e-mail address they answer when they sign in to the portal. Answers, photos and documents you gave appear on the case's Aftercare tab.

Frequently asked questions