Automatic Appointment Reminders is an option on the Configure menu:
Configure > Automatic Appointment Reminders.
This runs a wizard specifically for setting up automatic appointment reminders to patients, and managing their SMS replies.
The Wizard Screens include the following
Configuring Automatic Emails:
Includes New Patient Email, iCalendar attachments, and Email Signature.
Configuring Automatic Reminders and Replies:
To specify the automated reminders and replies strategy with up to 3 staggered actions, for SMS Replies configuration
Configuring Automatic EasyPost Appointment Reminders:
A means of specifying which template documents to send via EasyPost as automated appointment reminders. These include any forms that a patient is required to complete (such as Medical History), information on scheduled treatment procedures, special offers, or any other print material that the practice deems appropriate. The reminder can be scheduled in weeks before the appointment, and select patients can optionally be targetted by means of query templates.
IMPORTANT NOTES:
- Appointment reminders will only work if set for a future date; they do not function if set today for today.
Manually generated reminders must be MANUALLY processed because EXACT cannot track your manual actions:
SMS Replies software is designed to function with automated reminders sent to Patients. The software links the pending appointment, the automated SMS Reminder, and the patient's SMS Reply.
However, if you manually contact single or multiple patients by means of SMS reminders, EXACT has no automatic means to link your sent SMS Reminder and the patient's SMS Reply with a pending appointment.
So, if you manually create SMS Reminders, EXACT will always send the consequent SMS Replies to the Manage Replies List and to the SMS Replies Tab, for you to manually confirm who this SMS is from, what it relates to, and what actions to take.