PracticeSuite permits you to send appointment reminders through email and text message.
Appointment Reminder Setup at the Practice level
1. Select Advanced Setup from the menu and click on Notifications. The email tab opens up, as in Image 1.
2. Provide details regarding the notification according to Table 1.
|From (email)||Mail ID to be displayed in the From field of the mail|
|Auth email||Mail ID from which the mail is to be sent|
|Auth. Password||Password of the Auth mail|
|Mail Host||Host address of the Auth Mail.|
|Subject||The subject of the alert message sent to the patient.|
|Message||Alert Message that is to be sent to the patient.|
|Send – days/hours before the appointment-||Specify the number of days/hours before the scheduled appointment when the reminder is to be sent|
|Select Message Option||Generic/Template/Appt. Status and Type Specific Templates.|
|Enable||To enable/disable the alert|
2. Provide the details in the SMS tab as well.
3. This completes the reminder set up at the practice level.
Reminder Set up at the Patient Level
Each patient demographics should contain the contact information of the patient along with their Communication preferences, as in Image 2.
A Carrier should be selected in case of selecting home, cell & work phones.
NB: Carries should be added under lookup type “PHONE_CARRIER” from ALL LOOKUPS. The value of the lookup should be the carrier name and code should be the carrier URL to which phone # to be attached.
This completes the reminder set up and the system will start sending alerts to the patient from the next valid login to this account.