Description 

Screen 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. 
  • Or 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. 
  • Or 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, press 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. 
  • Or 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, of 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 selected patient. 
  • Process All: Pressing, 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: Displays 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", previously configured. 
  • Subject: Type the title of the reminder message you want to send. 
  • Message: Type the reminder message you want to send or displays the message, previously configured. 



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