CareRight features an Enquiry Management System for recording general, non clinical expressions of interest from potential patients.
As of CareRight 6.93, this enquiry system now features an Online capability, to directly integrate with your website, as well as the ability to define enquiry categories.
Use cases
Similar to Online Booking, this functionality allows members of the general public to engage with your organisation.
You may wish to use this functionality for:
- Guided pathways for new patients about particular procedures, inclusive screening questions
- Referrals from other organisations, inclusive uploading supporting documentation
- A pathway into the waitlist, where pre-appointment processes are required.
- Initial symptom checker filtering
Online Enquiries - Setup
Enquiry Categories
Configurable via Admin > Correspondence > Enquiry Categories. Simply create one or more enquiry categories, and if there are specific additional questions or information to gather; an Enquiry Assessment can be associated.
Enquiry Assessments
This functionality is powered by the Smart Forms (Assessments) system.
Simply ensure the assessment you design is marked with the type Enquiry.
Links
Visitors to your public facing site can simply follow a link, with a pre-filled Enquiry form available.
The URL format is:
/patient_portal/enquiries/new?location_id=2&enquiry_category_id=1
Each enquiry category can be preconfigured with its own unique link.
Example: Accessing Services may direct patients into your Enquiry workflow
Online Enquiries - User Experience
When a member of the public follows a link from your website, they will be presented with some minimal data capture.
This consists of:
- Enquiry text
- Name and other details
- Core contact details
If you have defined a specific assessment for the enquiry category selected, additional fields are rendered below:
Managing Enquiries - Staff Experience
Main articles: Enquiries - Overview, View Most Recent Enquiries.
Available via Correspondence > Enquiries, new enquiries appear in the list.
You can either:
- View the Enquiry and associated assessment.
- Edit the Enquiry to link it to an Existing Patient.
- Or convert the Contact into a New Patient.
Going Further
Automations
As the Enquiry system is powered by the Smart Forms (Assessments) functionality, an workflow automations you wish to trigger can begin at this stage. For example, creating a Task for Administrative staff when an Enquiry of the type Professional Referral is submitted.
Integrations with CRMs, SalesForce, HubSpot and similar
Via the Dataset Reports functionality, a customised export of your Contacts and Enquiries can be created, with full detail of consent to contact, contact details, and enquiry categories.
Main article: Uploading data to 3rd party systems (csv export)
