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šŸ” How Can I Check If a Patient Has Booked An Appointment in Hippo?

How to see if a patient has booked an appointment in Hippo, step by step.

Updated over 2 months ago

If you want to see whether a patient has booked an appointment following a recall campaign, follow these steps:

1ļøāƒ£ Go to the Recall List page

This is where you’ll find all patients needing care, including those with booked appointments.

2ļøāƒ£ Filter by the targets you want to check

Use the filters to narrow down to specific care targets or groups of patients.

3ļøāƒ£ Change the patient filter

In the top right, set the filter to ā€œAll patients with outstanding actionsā€ to see everyone relevant.

4ļøāƒ£ Sort by booked appointments

Click on ā€˜Next appointment date’ to bring patients with a booked appointment to the top of the list.

5ļøāƒ£ Click on ā€˜See patient’

This opens up the patient’s detailed view.

6ļøāƒ£ Check ā€˜Upcoming appointments’

Here you’ll see if a future appointment has been booked.


ā“ How do I check what campaign this patient was recalled for?

If you want to confirm which recall campaign invited the patient, scroll down to ā€˜Automated recall attempts’ and click ā€˜View message’.

ā“ What if there are no automated recall attempts?

If you don’t see any automated recall attempts listed, it means the patient booked directly with the practice (outside of a Hippo campaign).

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