Ability to distinguish between people using the same email address
"In testing various things, I've noticed that if I enter the same email in the on-line scheduling that it won't add that new client name, it will accept the entry but send notice to the person who currently has that email address.
I've worked in clinics before where spouses share an email or a parent will give their email on behalf of their child. As a practitioner, it's very different preparing for a person's child or spouse versus them. I get that avoiding duplicates is good and I'm all for that, but what is your work around or flag for catching these instances? Otherwise we have no way of knowing until the person walks in the door if they've scheduled on-line."
"My suggestion would be one of two options:
- Disallow these for on-line scheduling and give a pop-up that says something like: "The email address that you've entered already exists in our system and exists under a different name. Please call XXXX to schedule your appointment."
- Allow these but before final confirmation give a pop-up that says "The email address that you entered already exists in our system under a different name. If you proceed with booking the appointment will be made under the person in our system who already holds this email address; Do you wish to proceed?". If they proceed, then have a flag somewhere showing that they tried to book with another name and give the name they tried to book under.
Personally, I don't like the second option very much because it requires someone manually catching things. That said there are pros and cons to both so it might be worth asking a core group of power users their opinion. My vote is #1."