Patient Opt-Out Tracking
Monitor PatientSecure usage by having registrars select from a list of common reasons for closing the PatientSecure client. The reasons are displayed when the registrar clicks the Decline button in the PatientSecure client interface.
You can configure settings that customize what reasons the PatientSecure client interface displays when a registrar clicks the Decline button.
To edit patient opt-out tracking:
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In the Admin Console, go to Settings > Patient Opt-Out Tracking. The Patient Opt-Out Tracking page opens.
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Configure the following Patient Opt-out Tracking settings:
Item Description Opt-Out Tracking When Opt-Out Tracking is enabled, administrators can monitor PatientSecure usage by having registrars select a reason for closing the PatientSecure client.
The default setting is ON.
When Opt-Out Tracking is switched on, these interactions will count as opt-outs on the Dashboard and can be configured to count towards the utilization percentage under Utilization Reporting.
When Opt-Out Tracking is switched off:
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The PatientSecure client records a reason of 'Registrar Declined' when the registrar clicks the Decline button.
Opt-Out Reasons Add or delete items from the Opt-Out Reasons list.
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By default, you can add up to 20 opt-out reasons.
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To delete an opt-out reason, click
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To add a new opt-out reason, click Add more reasons, type a description in the Reason text box.
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Specify one of the following categories for the opt-out reason: Patient declined, No patient, or Other.
In reporting, the categories help differentiate scenarios:
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whether the patient opted out of using PatientSecure (Patient declined);
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whether the registrar opted out of using PatientSecure (No patient); or
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when the registrar selected Other as the opt-out reason and typed a reason into the Other box (Other).
The default is Patient declined.
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To modify the opt-out category assigned to an item, click Edit (
), select the appropriate category and click the checkmark.
NOTE:You cannot edit an existing opt-out reason.
You can add a new opt-out reason to the list.
You can delete an existing opt-out reason.
You can modify the opt out category assigned to an existing opt-out reason so that it better matches the scenario.
Optional Reason Add another item to the Opt-Out Reason list, where the registrar enters their own text for the opt-out reason.
By default, this option is set to Other.
When the registrar selects Other as the opt-out reason, they must type a reason (up to 50 characters) in the Other box to continue.
The default setting is ON.
When switched to OFF, the client interface does not display the Other option, and the registrar will not be able to enter their own reason.
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