Description 

Screen is used to send appointment reminders to a selected patient or group of patients.


Access


Through Main Menu

  • In the main menu, press the "Appointments" button.
  • Press the "More" button located at the top of the screen and select the "Reports" option.
  • Or press the "Reports" button located in the "Side Panel" section.
  • Then press the "Communication" button located at the top of the screen.

Through QuickLinks

  • Press the "QuickLinks" text located at the top of the screen.
  • Select the "Appointments" option, press the "More" button located at the top of the screen, and select the "Reports" option.
  • Select the "Patients" option, then press "Appointments" located at the top of the screen.
  • Press the "More" button, located at the top of the screen, and select the "Reports" option.
  • Press the "Reports" button in the "Side Panel" section.
  • Then press the "Communication" button located at the top of the screen.

Through Patients

  • In the main menu, press the "Patients" button.
  • On the "Patients" screen, click the "Appointments" button located at the top of the screen.
  • Then, on the "Appointments" screen, press the "More" button located at the top of the screen, and select the "Reports" option.
  • Press the "Reports" button in the "Side Panel" section.
  • Then press the "Communication" button located at the top of the screen.


Configuration

  • Email Templates: Press the "Settings" button located next to the "Templates" field on the "Appointments Messaging" screen. You can also go to "Settings/Offices/Templates" and press the "Reminder Email Templates" button located at the top of the screen.


Bellboy

  • Process Selected: When pressed, it will send the appointment reminder email to the patient selected. 
  • Process All: Pressing "send" automatically sends the appointment reminder to all patients displayed on the screen.
  • Previous: Pressing will close the screen.


Sections 

  • Select All: Select the patient(s) to whom you want to send an appointment reminder.
Display Grid: Display all patients who will be sent an appointment reminder.
  • Check Mark: Select the patient(s) who will be sent the appointment reminder.
  • Record No: Display the patient's record number. 
  • Patient: Display the name of the patient to whom the appointment reminder will be sent.
  • Email: Email of the patient to whom the appointment reminder will be sent.
  • Template: Section to select the "Template" that has been previously configured.


  • Subject: 


  • Message: Type the reminder message you want to send or displays the message, previously configured.



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