New Practice Training - Email Template
Session 1 -
Record Training Session
Immediately post session 1 -
1. Download recording from GoToMeeting
2. Upload to Owncloud under "Training_WRS-> Client Training Files->"
3. Rename the file- Click the ... to the right, select rename. Naming Convention "YYYY-MM-DD Practice Name- Clinical Session 1/2/3"
4. Click the Sharing Icon (<), click on Public Links, Create Public LInk- Link Name convention "Practice Name- Clinical Session 1/2/3" then Share
5. Click the Copy to Clipboard link
6. Create email with the following text*:
Thanks for attending the first clinical session. We were able to get through all steps of creating a note. We discussed the different note types WRS has for you to chart from; you now need to review those by choosing "customize" from the drop down box of any note, and select the ones you want to appear in your drop down box. Once you choose your favorite note types, you can begin customizing your ROS, PE, and disposition, while also remember the "D" button through out the system will save defaulted comments. You can review our session any time HERE.
In our next training we will cover HPI templates, global templates, and customizing the system in EMR set up.
Here are some times I am available for our next clinical session that will cover order tracking, document management & messaging.
Note: This text is available as a template when using Zimbra's Email Templates. It is under the shared folder *Templates with the title "Clinical Session 1: Complete"
7. Send the email.
8. In vTiger, pull up the practice -> View All/ Details -> scroll down to Setup Meetings-> Under Clinical EMR Primer enter the date of the training, the trainers name and approximately how long the meeting ran.
Once the practice responds with a date:
1. Create email with the following text:
"Great, I have you scheduled for (date/time). Please find the gotomeeting information below."
2. Create a meeting in GTM, with the practice's time zone.
3. Copy the meeting invitation into the body of the email.
4. Create an appt in your calendar and paste the meeting invitation there as well.
5. Send the email.
Day before next training session
1. Create email with the following text:
"Good morning /afternoon. Just reaching out with a friendly reminder about our 2nd clinical session tomorrow. The gotomeeting information is below."
2. Paste the GTM information from the previous email.
3. Send the email.
Session 2 -
Record Training Session
Immediately post session 2 -
1. Download recording from GoToMeeting
2. Upload to Owncloud under "Training_WRS-> Client Training Files->"
3. Rename the file- Click the ... to the right, select rename. Naming Convention "YYYY-MM-DD Practice Name- Clinical Session 2"
4. Click the Sharing Icon (<), click on Public Links, Create Public LInk- Link Name convention "Practice Name- Clinical Session 2" then Share
5. Click the Copy to Clipboard link
6. Create email with the following text:
"Thank you for attending the second clinical session where we learned
.
You can review our session any time HERE.
I have attached our guides on creating HPI and global templates, as we covered them briefly today.
Here are some times I am available for our next clinical session that will cover order tracking, document management & messaging.
Please feel free to reach out with any questions."
7. Send the email.
8. In vTiger, pull up the practice -> View All/ Details -> scroll down to Clinical EMR Training-> Under Session 2 - Note Creation Review and Practice Cust enter the date of the training, the trainers name and approximately how long the meeting ran.
Once the practice responds with a date:
1. Create email with the following text:
"Great, I have you scheduled for (date/time). Please find the gotomeeting information below."
2. Create a meeting in GTM, with the practice's time zone.
3. Copy the meeting invitation into the body of the email.
4. Create an appt in your calendar and paste the meeting invitation there as well.
5. Send the email.
Day before next training session
1. Create email with the following text:
"Good morning /afternoon. Just reaching out with a friendly reminder about our 3rd clinical session tomorrow. The gotomeeting information is below."
2. Paste the GTM information from the previous email.
3. Send the email.
Session 3-
Record Training Session
Immediately post session 3 -
1. Download recording from GoToMeeting
2. Upload to Owncloud under "Training_WRS-> Client Training Files->"
3. Rename the file- Click the ... to the right, select rename. Naming Convention "YYYY-MM-DD Practice Name- Clinical Session 2"
4. Click the Sharing Icon (<), click on Public Links, Create Public LInk- Link Name convention "Practice Name- Clinical Session 2" then Share
5. Click the Copy to Clipboard link
6. Create email with the following text:
"Thank you for attending the third clinical session where we learned
.
You can review our session any time HERE.
You have x hours remaining for additional training or question/answer sessions. Usually we will hold at least 1 QA session after your go live.
Please feel free to reach out with any questions."
7. Send the email.
8. In vTiger, pull up the practice -> View All/ Details -> scroll down to Clinical EMR Training-> Under Session 3 - OT Man Doc Tasks and Mess enter the date of the training, the trainers name and approximately how long the meeting ran.