Splose setup guide
What you need, the seven setup steps, what happens on a booking call, and what 2care reads and writes in Splose.
4 min read
How it connects
2care connects to Splose through Splose's own API. Your practice authorises the connection in Splose, and access is scoped to bookings and client records.
Your diary is read live during the call, including the hours you are treating and away from the desk. Each booking is written into Splose before the caller hangs up, so there is nothing to enter later.
Terms used here
- Client. Splose's word for a patient.
- Appointment type. A kind of session, such as an assessment or a review, with its own length.
- Funded position. What a client's funding or plan still covers.
- Block. Time you have kept aside in the diary, such as admin time.
Before you start
| Item | Who provides it |
|---|---|
| A signed data processing agreement (DPA) with 2care | Signed before any client data moves |
| Authorisation of the connection by a Splose administrator | Your practice owner |
| Your practitioners and the locations they work from | Your practice owner or manager |
| The appointment types callers may book | Your practice owner or manager |
| Your rules for funded clients and for new enquiries | Your practice owner or manager |
Setup
- Sign the DPA. No client data is read until it is in place, and regional hosting is available where you require it.
- Authorise the connection. You or your administrator grant access in Splose, and your onboarding specialist walks you through it.
- Connect and check. We confirm that your practitioners, locations and appointment types come through as you expect.
- Map your appointment types. Each type keeps its length from Splose, so an assessment is never booked as a review.
- Set your booking rules. Tell us how funded clients are booked, which hours are kept for admin, and what new enquirers should hear.
- Run a test round trip. We book a test appointment, open it in Splose while you watch, then cancel it.
- Switch the line over. Your number forwards to 2care at the hours you choose. See forwarding your number.
On a booking call
| Step in the call | What the caller hears | What happens in Splose |
|---|---|---|
| Identity | A request for their name and date of birth | The caller is matched to their client record, so someone who has been in before is recognised |
| Availability | Open times for the session they need | The diary is read live for that appointment type, blocks included, within the client's funded position |
| Choice | The time they chose, read back | The slot is checked again at the moment of booking |
| Booking | Confirmation of the appointment | The booking is written into Splose at the length the appointment type calls for |
| Confirmation | A text with the date, time and address | What they rang about and the call outcome are kept on the client file |
The agent confirms the appointment only once Splose has accepted it. If the time was taken in the meantime, Splose refuses the booking and the agent offers the next open time instead.
What 2care reads
- Your Splose diary as it stands, read live
- Appointment types and lengths
- Client records, to recognise somebody who has been in before
- Any blocks you have set, including time kept for admin
- Your locations, if you work from more than one
What 2care writes
- The booking, at the length the appointment type calls for
- Client contact details, confirmed on the call
- What they rang about, so you are not starting cold
- Cancellations, released so the time can be reused
- The call outcome, kept on the client file
What 2care never touches
- Clinical notes, results and medications
- Anything outside the access you granted
- Any action you could not undo: every write records the call that caused it
Funding and allocations
Every session is offered within the client's funded position, so there is nothing to unwind afterwards. Clients nearing the last of their funded sessions are flagged to you before their care breaks off.
A full course of sessions can be booked in one call, spaced as the plan requires.
Questions
I am a sole practitioner. Will I know what was said?
Yes. Every call is transcribed and kept against the client, so you can read or listen to it between patients. See call recordings and transcripts.
Do weekend enquiries get answered?
Yes. Weekend callers are answered and booked into Splose the same as on a weekday.
How long does setup take?
Most practices are live in about 5 business days once the connection is authorised and booking rules are agreed.
Related
Was this page helpful?