The Patient Facesheet is visible on the far right side of the screen and it shows all basic patient information synced with your electronic medical record (EMR). Examples of important information include:
- Date of Birth (DOB)
- Phone #
- Medical Record Number (MRN)
- Portal Enrollment Status
At the top of the Facesheet, you can toggle between patient information and files that have been exchanged with the patient by selecting the Paperclip icon. Files that can be exchanged include:
- Complete and Incomplete Forms
Towards the bottom of the Facesheet you can see which colleagues have pinned this patient, meaning that others are interacting with the patient or are waiting on information regarding the patient's situation. You can also see any scheduled Upcoming Appointments, Procedures, or Recalls.
All of this information allows WELL users to efficiently communicate with patients about their appointments and quickly verify any protected health information (PHI) before sending messages.
Note: The Portal Enrollment status display is an optional setting configured at the Enterprise level.
Patient’s Preferred Phone Number
Sometimes patients have more than one phone number--this can complicate reaching them. Within WELL, you can toggle between any phone number synced with the electronic medical record (EMR) and select a preferred phone number for the patient.
To easily edit the preferred phone number from the Facesheet, select edit and choose the preferred patient phone number. Changing the phone number will create an event message that shows your name and the date when the change was made for all WELL users.
A call symbol next to a number indicates a patient will receive a phone call instead of a text message.
You can easily stop outgoing text messages to any patient that requests messages to STOP. If a patient replies with "stop," "stop texting me," or any other indicator that seems like they no longer wish to receive text messages from your practice line, WELL will change the Patient SMS Status to Stopped and the text block in the channel will be disabled. This is visually evident by the gray color in the the text block.
If a patient requests to stop texts in another way, please disable texting. You can do this by toggling the "texting allowed" level below the Upcoming Appointments section.
This status will not affect call or email automations.
In the upcoming appointments section of the Facesheet you can easily send a confirmation request or reminder, or manually confirm appointments. Simply click the three dots next to the upcoming appointment and select Send Confirm Request, Send Reminder (both will instantaneously send messages), or Confirm Appointment. Confirm Appointment will mark the appointment confirmed in the Schedule View.
You can also use SHIFT + CLICK to confirm one or multiple appointments.
Doing User Training? Read about Messaging Patients now!