Automating certain parts of the appointment table in Rivet can help save time and create a more efficient workflow for estimating patient costs. By setting up eligibility checks and filtering out irrelevant appointment types, you can ensure that your team is only working on the appointments that require estimates. In this article, we will go through the steps to configure appointment table automation in Rivet.
Go to the Appointments section in Rivet.
Click on Automation
Configure what appointment types you want to see on the table and how many days before you want to check eligibility. Setting a fallback provider is recommended incase eligibility does not work for the scheduled provider.
Next, are the steps to map an appointment type to a service type.
Click on Edit Mapping
Choose the appointment type.
Click on Submit.
Automating parts of the appointment table in Rivet can significantly improve your team's efficiency when creating patient cost estimates. By filtering out irrelevant appointment types and setting up accurate eligibility checks, you can ensure that your team is only working on the appointments that require estimates.
If you have any questions about appointment table automation or estimation in Rivet, feel free to contact us at support@rivethealth.com.
Suggested next article: Creating Estimates with Rivet