This guide will show you how to setup Pronto within Click.
- Connecting to a Pronto Network
- Pronto Portal
- Network, Disciplines and Services
- Adding a New Location
- Adding a New Practitioner
- Adding Availability
- Updating Availability
- Offering more Services
To start the Pronto Setup
- Click on the Account Name Drop Down box
- Click My Account
- Optional Extras - Pronto
- Click Enable
A Pronto Setup form will now appear within Click.
You will need to add your
- Clinic Name
- Contact Numbers
Once the information is filled out, click Start.
You will now need to select a network to be a part of.
To do this
- Click on a Network
- Press Next
You will then be taken to the Discipline and Service Selection screen. You will need to activate the Discipline and then select the services that you wish to offer.
To do this
- Click on the Discipline
- This will activate the Discipline and show the services you can select
You will need to select at least one service.
To do this
- Click on the Service you would like to activate
- You will be presented with some additional options
- Choose New or Existing
- Press Next
If you choose New, you will be asked to give a name to the new consultation, a price and the length of the appointment.
If you choose Existing, you will be able to link a pre-existing consultation within your system to the service.
Once your services have been selected, you will need to choose the Referrers that you wish to work with.
- Tick the checkboxes of the referrers that you would like to work with.
- You are able to choose more than one
- Press Next
Once all of this information has been completed, you will be presented with the Summary page.
From here, you will be given a summary of the information and options you have previously selected in the setup.
You will then need to agree to the Pronto Terms and Conditions and then press Apply Now.
Once this is completed, your application will be submitted to the Pronto team.
Once all of the details have been confirmed and activated, you will be part of the Pronto Network.
Once Pronto has been setup, you will be able to view the Pronto Dashboard.
You can get to the dashboard by clicking the Pronto tab at the top of Click.
These settings ensure your availability, appointment durations and prices are correct.
After you have registered, you wll be greeted with the below screen.
These sections all show the same information, this where you can view the Networks you are part of and set the services you wish to offer.
This should already be completed as it's part of the registration process. If you wish to join additional Networks, you will need to contact the Pronto Helpdesk.
This area is where you can see the Referrers you are providing services for and at which stage of the setup process you are currently at.
When you register as a provider, the Pronto Team need to verify your relationship with that party to ensure you are registered to provide the services as per any contact agreements. In cases where there is no existing relationship, we will advise on how this process can be started.
You can see that we are signed up to provide Services to Click Referrer (Test), the status is 'In Progress' and 'We will contact you once everything is set up.'
At this point, the Referrer (Click Referrer (Test)) will not be able to send any appointments to your Diary.
You can always make contact with the Pronto Helpdesk if you wish a more detailed explanation of exactly how the set-up is progressing.
At this point you can apply some additional information / settings for the referrer via the settings tab.
You will see a screen similar to that below.
This would be the name of your business that the Referrer will see. This is useful if you trade under a different name.
I want to allow web bookings from N days from today
This is the minimum time you want to accept bookings from.
- If set to 0 an appointment could come in on the current day
- If set to 1 the earliest an appointment can be made is for 24 hours from now
- If set to 2 the earliest an appointment can be made is for 48 hours from now
I don't want to allow web bookings after N days from today
This sets the maximum days in the future the referrer can book. The default setting of 21 days mean the referrer could not book an appointment on a date that is greater than 3 weeks from the current date.
All of the options below can be adjusted on a per location basis, simply select the 'use different... per location' radio button and the fields will change.
Allows you to specify a custom message in the event that no appointments show as available. This could be as simple as 'Please call the clinic'. Not all referrers will be interested in this information and so some may choose not to have it appear on their own interfaces. This means that while you provide it, the referrer may not see it.
This could be letting the client know of any confusing direction, "clinic door on right of building.." etc. Not all referrers will be interested in this information and so some may choose not to have it appear on their own interfaces. This means that while you provide it, the referrer may not see it.
This would outline your policy for patients who cancel the appointment; for example, "24 Hours notice required." Not all referrers will be interested in this information and so some may choose not to have it appear on their own interfaces. This means that while you provide it, the referrer may not see it.
When the referrer setup has been completed, the interface will look as follows
As you can see, you can now adjust the Locations and Practitioners that you wish to offer availability for.
Click on th Edit option and and then check the information that is needed.
These values are drawn from the Pronto Portal Settings.
To maximize your booking potential, it's important that all of the locations you offer treatments(s) from are listed in Pronto Portal. You can of course omit locations that you do not wish bookings to appear for.
Adding a new location is done via the settings cog in the top right of the page.
Once in this section you will notice locations on the left, select this.
There will now be a New Location button in the top right area of the page, select this.
You will be prompted to enter the relevant details about this location, complete this and press the Create button.
The new Location will now appear when adding availability.
To add a new Practitioner (and user) to Pronto Portal select the 'Settings' cog at the top right of the page.
On the account area, you will have an Add Practitioner button to the right side of the page, select this.
You will then be prompted to complete the details of this individual. There is also the choice to create an additional login for this user so they can view the Pronto Portal Diary.
Once created, you can switch between these users on the Diary.
In order for Referrers to provide appointments; you need to offer availability, the hours you provide treatments.
To add a new availability, simply open the Diary and ensure you have selected the correct practitioner.
Here the availability is being set as 7AM until 11AM on each Tuesday at the Test Clinic Location. You can adjust as needed. You will need to build the availability around breaks, so you may wish to allow for a lunch break.
See below for example.
Repeat the steps above to set all of your availability and breaks for each Practitioner at each Location.
Having this correct ensures maximum potential for bookings.
You may with to edit the colour this appears on the Diary to make for easier viewing.
To do this
Click on the Setting cog and select Diary followed by Availability.
You will see a screen very similar to the Diary as previously shown. You may also add new availability from here in the same method as detailed previously.
You should see the availability created to the right. If you do not see what you expect, ensure you have selected the correct Practitioner from the top menu. To make changes to the availability, simply click on the desire block. You will see options similar to that below.
You can Delete, which will delete the session for this week only.
Delete All Occurrences will remove all of the session that cover this time frame on the same weekday.
You can also change the colour to better suit your personal tastes.
You cannot edit a block, instead you would need to remove it and recreate with the updated details.
Within each Network, there are a number of Disciplines and within each Discipline there are a number of services. You have the control over which Disciplines and Services you with to offer on that Network.
For example, under the MSK network you may wish to only offer Initial Assessment and Follow up Treatment for Physiotherapy.
You should have enabled your services during the registration process but if you wish to make changes or add to these then the steps to do this are as follows
Under the Pronto (top of the screen) area you will see a screen similar to the one below
Selecting the services area will display the screen below
The example above shows that only Initial Physiotherapy Assessments are being offered. If Follow Up treatments were also desired move the slider over to the right position and you will be guided through this.
The next screen you see will be the one below
If you adding this service for the first time, you will likely need to create a new charge for this service. If you already have the charge you wish to use created you can select Link to an existing charge.
To see a list of existing charges, select the setting cog (top right of the screen) and select the stock area.
Selecting create a new charge for this service you will be prompted for some information.
Enter the details as needed. If you have similar items it is advisable to use identifiable Descriptions or References. The Referrer WILL NOT see what you have written here, they will see the Service Name. For example, you have have Initial Appointment BUPA, Initial Appointment AXA etc.
Once the details have been entered, select the Create button
You should be able to see this new offering on the Services interface
Once you are at this stage, the following will be true
- The charge selected will be applied to all of your locations
- The charge selected will be set for all of your practitioners
- The charge selected will be set for all of your Providers (within the MSK network)
If you need to adjust any of the above, we need to make these changes via the Advanced tab; Once selected you will see the image below
You can select / deselect locations as needed. If a location is enabled but NOT enabled for that specific provider, it will not appear for select. For example, if you have a charge set for all of your locations but don't accept BUPA appointments at one site, if you set this on the record for BUPAs settings, they take priority over the details here. More on how to adjust specific referrer details later.
You can select / deselect practitioners as you can for locations but you can also change the stock these individuals are set to offer. For example, one practitioner is £40 for Initial appointment s and another practitioner may charge £45 for the same appointment. An example of this is shown below, pressing the Charge option allows you to select another stock item or create a new one if needed.
The same can be set for Referrers as it can be for Practitioners. Select / Deselect as needed and adjust the charges (from standard) as desired.
Once you have made the changes its important to press the Save button. This could be quite far down the page depending on the number of items shown, the button will be lower on the page if you had 20 practitioners opposed to 5.
Repeat this for each exception to the default charges.