Using Utilisation Manager / Short Notice List

Utilisation Manager's primary strength is in its automation of Short Notice List bookings via SMS communications.

However, a dental practice can choose between three levels of automation, requiring varying degrees of user intervention:

1. No SMS - the practice uses alternative means to book patients
2. Manual SMS Sending - users interact with a partially-automated Short Notice List
3. Automated SMS sending - users do very little and the appointment book fills automatically

This section considers primarily the user tasks relating to Manual SMS sending, including

• The screens with user-related functions
• Multiple ways to add patient appointments to the Short Notice List
• How to cancel appointments
• How to remove gap appointments after they have been made
• How to fill gaps from the Appointment Book itself
• How to use the Short Notice List tab in the Appointment Book work area
• How to use the Short Notice List screen
• How to manually match SMS replies when patients answer with incorrect keywords
• Basic troubleshooting for typical anomalies

TIP: Utilisation Manager has multiple configuration options, so it is advisable to read the Configuration notes when trying to understand the capabilities, screens and procedures. See Configuring settings for the Short Notice List | Configuring AUTOMATED Contact options for Short Notice List | Restricting and opening Clinics for Short Notice List bookings

See also:

Utilisation Manager - Overview, Configuration, Procedures

Utilisation Manager and Short Notice List