When we look at practice management software. We often look at them for the feature set they offer. Sometimes, however, we would gain valuable insights if we only knew how those features interact with each other to create so amazing ways to catapult our business.
Okay, so maybe I am exaggerating when I say that your front desk staff will be scared of these 10 tips. But it sure does make their job feel a bit obsolete.
1. Automatic appointment confirmations and recalls.
Since those are done for you, then that definitely means less work. OpusTime lets you configure exactly when and how you want those appointments confirmed. Same thing for reminders. OpusTime will send those messages via SMS or email to completely eliminate no-shows.
Complete control of reminders and confirmations.
2. Billing templates for super easy invoicing and payments.
OpusTime appointments are more than colour blocks in your schedule. They are linked to billing charges and notes templates. This means that checkout is blazing fast! From an appointment, your invoices and payments are both saved with just one click!
Super easy invoicing and payment in opustime
3. Online booking.
Add your booking button to your website or your facebook page et voila! In just a few seconds, you just eliminated 90% of your call volume. People love online booking and people hate phone calls. Did you know that most people book their appointments outside of office hours?
Get your booking site up and running in minutes!
4. Communications templates.
Create some awesome SMS or email templates and watch your retention go through the roof. In OpusTime you are alway 1 click away from sending an email or SMS to your Patients, Clients or Members. Get creative with SMS and email templates!
Sending SMS messages is a snap!
5. Appointment icons so nothing gets missed.
Icons are automatically applied to appointments so that you always know, what happened at a glance. They help you keep track of your various workflow so that you and your entire team are working efficiently.
Know what is happening with your schedule at a glance!
6. Mass SMS messages.
In this day and age, new customers are harder to acquire. This makes managing your existing customers a must. One awesome way to do this is by making sure none of your customers drop to the cracks.
Using the mass SMS feature and SMS templates, you can get immediate responses from your clients to make sure that they stay on your schedule.
Get creative and use SMS templates for a myriad of business strategies. Here are some suggestions:
- Ask a customer for a Google Maps review
- Wish happy birthday with a booking invite.
- Share your facebook page via SMS templates
Send personalised SMS from your own library of templates.
7. 2 way SMS communications.
2 Way SMS communications is an excellent way to engage your customers and patients into a much more personal relationship. SMS is a great way to give a personalised service. Using the SMS templates allows you to be systematic with your customer care.
Read and reply to incoming SMS right from the app!
8. Notes templates.
OpusTime Appointment Types are more than just schedule items. They are actual billing templates and notes templates as well. Not only can you access the right note template for a particular appointment, but you can use the copy previous function to speed up the notes taking process. Combine this with drag and drop file uploads, and a quick access to all your notes right from the notes module, and you have everything you need for fast and efficient documentation.
Keeping impeccable records is fast and easy!
9. Follow-up.
When you are done processing a patient or client, if you can’t schedule them, make sure you create a follow-up so that you can keep track. In your settings, you can create a number of follow-ups and use the notes field to make sure you and your staff stays up to speed with this customer
Keep track of everyone!
10. Awesome checkout workflow.
We included an easy way to keep your retention at its max. When you are done processing a patient, the invoice summary page includes 2 buttons: Book Appointment or Add Follow-Up.
Try using this for every single appointment and you will see your business grow!
Achieve perfect customer retention!
