New Patient Requests

Manage New Patient Requests

The New Patient Requests feature in the PlacidWay Provider Portal allows providers to view and manage incoming patient inquiries in one centralized dashboard. Each request represents a Request for Information (RFI) submitted by potential patients interested in specific treatments or procedures.

This section helps providers quickly review patient details, assign case owners, track lead status, and start communication through multiple channels. By organizing inquiries in a structured list, providers can respond faster, manage follow-ups efficiently, and improve conversion rates.

How to Access New Patient Requests

Accessing your new patient inquiries is simple and allows you to quickly respond to potential patients who are interested in your services.

1. Login to your PlacidWay Provider Portal account using your credentials.

2. Go to the “Patient Center” tab and click “New Patient Requests.”

3. You will enter the New Patient Requests Dashboard. Choose a Date Range to display patient inquiries based on the specific period you want to review.

4. Before moving further, review the patient data list available in the dashboard. Each column provides important information about the inquiry:

5. You will see two action buttons in the patient list. Click the “Chat Icon” button to quickly start chatting with the patient.

6. Alternatively, click the “View Details” button if you want to see the complete patient information and follow up using the platform’s full communication features.

How to Engage with New Patient Requests

After clicking "View Details," the PlacidWay Provider Portal provides several tools that allow providers to communicate with patients and manage their inquiries effectively.

1. In the “Patient Data” tab, providers can view request ID, location, procedure, treatment timeline, patient subscription status, links, and health history if available.

2. Click the “Chat with Patient” tab to start chatting instantly. You can also use the “Select Template” option to reply using a pre-created message template.

3. Click the “WhatsApp” tab to communicate with patients through WhatsApp messaging.

4. Click the “SMS” tab to send text messages directly to the patient’s phone number.

5. Click the “Email Patient” tab to communicate via email. Select “Compose Email” or “Reply,” use templates if needed, and click “Send Message.”

6. Click the “Call to Patient” tab to initiate audio communication via phone call.

7. Click the “Virtual Consultation” tab to schedule or start an online meeting. Ensure your calendar availability is configured for patient booking.

8. Click the “Follow Up” tab to manage progress. Update Lead Status, set Contact dates, enter Deposit Amount, schedule Appointments, assign a Case Owner, and add Notes.

Why Use New Patient Requests?

Start Engaging with Your New Patient Requests Today

The New Patient Requests feature helps you stay organized and respond to inquiries quickly using multiple channels. Start managing your requests today and build stronger connections with potential patients worldwide.