Configuration requirement / task

Links

Prerequisites:

The EXDOC^e Email module is registered in Practice Information.

EXDOC^e module

Registering EXACT

Practice Information

For EXDOC^e you have either an Internet connection through a local area network (LAN), or an account with an Internet Service Provider (ISP).

For EXDOC^e your practice server requires both hardware and software to automatically connect to the Internet.

Refer to your System Administrator or IT consultant)

Patients who are to receive Emails as both Email and as SMS messages on their cell phones have the appropriate SMS checkboxes selected in their Patient details.

Patient Contact Lists

Patient details

The Patient Contact Lists for appointment reminders have been set up and are being maintained.

Patient Contact Lists

In Email Setup, correctly configure and Test all parameters.

Configuring Email and SMS Parameters (Email Parameters, Configure Email and SMS Parameters)

In Automatic Appointment Reminders, correctly configure the following reminders and parameters:

Configuring Automatic Appointment Reminders

Create an automated email for New patients.

Configuring Automatic Emails

Selecting or creating an Email Template

Select / create a template for automatically sending to each patient as the patient's appointment is booked.

Create an email signature for adding to an email template.

Configure EXACT to automatically generate and send appointment reminders to patients by Email, SMS or both. Because the Email and SMS settings are independent for each, optionally setup Email and SMS reminders to complement each other. For example, send a reminder email two weeks before the appointment, then follow it up with an SMS message a few days prior to the appointment time, and a second SMS a few hours beforehand.

Configuring Automatic Reminders and Replies

Specify Keywords that patients need to use in SMS replies to trigger automated EXACT responses.

Keywords for SMS Replies

Be aware of the important Guidelines for using Keywords, without which your SMS replies strategy will not function.

Guidelines for using Keywords

Set up Confirmation Keywords for patients to use in confirming appointments.

Keywords for SMS Replies

Set up Cancellation Keywords for patients to use in cancelling appointments.

Keywords for SMS Replies

Once the Keywords are set up, manage them per Contact List. this includes checking that they are up to date.

Managing Keywords for a Contact List

When necessary, free up Keywords for use in other configurations.

Freeing Up Keywords