How to Use AssisTime to Store Your Medical Records

How to Use AssisTime to Store Your Medical Records

November 28, 2018
By Simon Lacasse, founder · Updated on

How to Use AssisTime to Store Your Medical Records

Usage Examples

Are you a healthcare professional? Are your forms and client follow-ups still on paper, piling up in overflowing filing cabinets? Are you wasting precious time managing all that paperwork? AssisTime is for you!

Join the massage therapists, osteopaths, chiropractors, naturopaths, psychologists and other healthcare professionals who already use AssisTime in their daily operations.

Electronic medical records

First, healthcare professionals get rid of all their clients' paper medical records and keep them in AssisTime instead.

To do this, they create digital versions of their client follow-up documents in the CRM. For example, if they have clients fill out a health form on their first visit, they recreate it with the AssisTime Forms tool (Contacts menu - Customize - Forms). They do the same with the follow-up documents they fill out at each client visit.

In addition, if they have paper documents they want to keep in their clients' records (X-rays, membership cards, prescriptions, insurance documents, etc.), they import digital copies into AssisTime using the Attached files tool (Contact menu - Contact details - Attached files).

By using AssisTime to store their clients' records, they save on paper, on printing their paper forms, on filing cabinets, on office space, and on the time spent sorting and managing all that paperwork!

Online client appointment booking

Healthcare professionals especially appreciate the online client appointment booking tool, which frees them from the phone.

After a few setup steps in which they define their availability and the types of appointments they offer, they get a web address (URL) that they can add to their website as a link. By clicking that link, their clients can book an appointment without having to call, email or text them. Clients choose the type of service and the date they would like to see their specialist. AssisTime then offers them the available time slots, and the client picks one. Clients can also add themselves to a waiting list.

Healthcare professionals can then focus on what they do best while AssisTime books their appointments!

Invoicing

Healthcare professionals also appreciate the accounting tool, which lets them quickly generate invoices and receipts for their clients. And they don't need to print them, since they can email them to their clients.

Finally, if they are registered for sales taxes, they can generate their tax report in just a few clicks, which saves them a lot of time.

Other examples of use

You've just seen how AssisTime can make life easier for healthcare professionals. Of course, there are many other ways to use AssisTime to save time and money, whatever your line of business.

Write to us and tell us how you use AssisTime in your operations, and we'll feature you on this blog!

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