How to send walk-in patients a digital pre-screening checklist

How to send walk-in patients a digital pre-screening checklist


Medadvisor for Pharmacy allows you to set your walk-in service settings to allow patients, who have presented in pharmacy for a service, to fill out a digital pre-screening form that will automatically pre-populate the service recording form e.g Flu Vaccinations. 

This article includes: 
  1. Settings and set up
  2. How to send patients a pre-screening link via sms
  3. How to show patients a QR code directing them to the pre-screening link

Settings and set up


Please follow these steps: 

  1. Select Bookings in the menu

  1. Select Calendar and choose Get public link


  1. Under Walk-in service settings, select Manage walk-in services


  1. Select the Walk-in enabled check box next to the service booking type/s that you would like walk-in patients to fill out pre-screening checklists for e.g Flu Vaccination and select Save


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Please note: If a service booking type does not have a pre-screener as part of the service recording form, the link will direct patients to speak to a pharmacist. We recommend to select services that have a pre-screening checklist attached e.g Flu Vaccinations


Display walk-in QR code


To print your walk-in QR code for all walk-in patients, please follow these steps: 

  1. Select Bookings in the menu and choose Calendar

  1. Select Get public link


  1. Select Walk-in QR code

  1. Your walk-in QR code will be shown. Select Print QR to print

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Please note: We recommend to print, laminate and display this code in pharmacy where patients present for bookings e.g Dispensary and Front of shop / Point of Sale area. 



  1. Select Patients in the menu

  1. Search for the patient and the click the drop down arrow and select Send prescreener

  1. A pop-up will appear where you can select which prescreener type to send e.g Flu Vaccination. Select the appropriate service and click Next


  1. Select Send via SMS ensuring the mobile number for the patient is correct. 


  1. Select Send pre-screener

The walk-in patient will receive an SMS with a secure link to click and fill out the pre-screener. When the patient clicks the link, they will confirm their details details are correct and can complete the pre-screening checklist. The checklist answer will pre-populate within the form when launched from the Bookings tab.
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Please note: The patient details are pre-filled out.

Alert
Please note: The forms will be valid for the patient for 30 minutes after sending.



  1. Select Patients in the menu

  1. Search for the patient and select the down arrow and select Send prescreener

  1. A pop-up will appear where you can select which prescreening type to show the patient e.g Flu Vaccination. Select the appropriate service and click Next

  1. Select Show QR code and advise the patient to scan the code with their phone


The patient will complete the pre-screening checklist and when you launch the service form, the answers will be pre-populated.