Key Takeaways

Well done! This course had lots of important information and reviewing is essential for success, so let's go over some key takeaways broken down by sections in this course:

Pre-Visit:

  • Each patient is texted/emailed a unique link to authenticate themselves and begin their check-in process
  • The check-in process is entirely customizable based on the medical organization and the individual patient 
  • Kyruus Health supports different age group configurations to further customize their check-in experience.

Check-In Chrome Extension:

  • Viewing check-in status: in the patient tab of the Check-In extension, click “PreVisit history”, here you can see the patient check-in status and outstanding requirements 
  • Viewing text message history: in the patient tab of the Check-In extension, click “see text message history”, this will show the last 30 days of communication with the patient 
  • Sending Pre-Visit Link: in the Check-In extension, go to the patient tab → find the “PreVisit Link” section → Click on “send text” link
  • Send a custom text: open the Check-In extension → go to the patient tab → find “send patient text: section → enter your outgoing message (should not contain PHI) → click “send text” link
  • Send forms on the fly: open the Check-In extension → go to the patient page → click Hamburger button → select “send patient forms” → click “send forms” and select the forms you wish you send 
  • Send Screeners: go to patient page → click Check-In Extension → click Hamburger button → Select “send patient forms” → click “select screeners” and select desired screeners → click “send patients forms”
  • Payment Requests: for co-pays or outstanding balances, open the patient's chart → open extension and select “payment request” → select copay or outstanding balance (click on claim you are requesting) → click “send text”

Reconciliation:

  • When a patient comes into the office, you can view their pre-visit status and can determine what is outstanding to give patients in the office (either on in-office iPads or on their mobile devices) 
  • To review a patient’s responses to clinical questions, go into their chart and click “find” → click “type” → click “clinical document” → click on the patient portal form you want to view 
  • To reconcile a patient's data, navigate to the patient's chart and select “expand all” in the top left corner. All of the new data will be on the right.