Page 47 - FG - New Franchisee - Clinic Operations - 2019
P. 47
New Franchisee Clinic Operations
Facilitator Guide
Day Two • Wellness Coordinator Role
Handling Patient Forms ( 5)
Facilitator Led
Instructions
Facilitator
Notes Use the space below to take notes as your facilitator discusses handling patient forms
DO: Show the participant Action Questions Answers
the complete process
to handling forms
Stress the importance Scan What do you (Scan all forms on the scanner using the scan
of shredding patient do? functions.)
information after scanning
and uploading it
(Upload the forms to a location on the
Upload To where? computer where it can be saved, then
upload the form to the patient’s profile under
‘Documents.’)
Delete From where? (Delete the forms from the file in the computer.)
Shred What is (The paper forms.)
shredded?
© 2019 The Joint Corp. All Rights Reserved. 47 Published on: 05/31/2019
