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Quick Reference Guide
Search a Patient
Use Account ID for fastest results
Check Risk Level
View color-coded assessment instantly
Take Action
Follow recommended steps
Checking a Patient
Fuzzy Name Matching Examples
These will match
"Smith" and "Smyth"
"Johnson" and "Jonson"
"Mary" and "Marry"
These won't match:
"Smith" and "Schmidt" (too different)
"01/01/2000" and "02/01/2000" (dates must be exact)
Understanding Results - Risk Categories
Patients are classified into five risk categories, each with specific recommendations:
Reliable
Definition:
Very low risk of missing the appointment
Recommended Action:
Standard appointment process. No special follow-ups required.
Standard
Definition:
Moderate risk - patient sometimes misses
Recommended Action:
Small appointment delay, No special follow-ups required.
Risky
Definition:
High risk of no-show
Recommended Action:
Multiple reminders and personal call needed. Scheduling 2 weeks in prior.
Critical Risk
Definition:
Very High risk of no-show
Recommended Action:
Multiple reminders and personal call needed. Scheduling 3 weeks in prior.
New Patient
Definition:
First time patient - no history
Recommended Action:
Offer convenient slots and make confirmation call
