How do I send a confirmation or reminder manually?

Sometimes patients may not receive the communications you intended them too.  For example:

  • You might have run out of SMS credits
  • You might have entered their mobile number/email address incorrectly
  • You might not have opted the patient in to communications before booking their appointments. 

In these situations, you can use your communication templates and manually send a confirmation or reminder to the patient. To do this, simply follow the steps below:

1. Go to Main Menu -> Settings -> Scheduling -> Appointment Communication.

2. Click on the 3 dots at the end of the row containing the communication you'd like to send, and choose Edit:

Image_2019-04-11_at_12.10.21_pm.png

3. Click on Manage Templates:

Image_2019-04-11_at_1.32.28_pm.png

4. Click Edit next to the template you'd like to use, in this example the email template for a new appointment confirmation:

Image_2019-04-11_at_1.33.23_pm.png

5. Copy the text from within the template:

Image_2019-04-11_at_1.36.52_pm.png

6. Then make sure the patient you'd like to contact is your active patient, click on Create -> Message and open either the Email or SMS tab, depending on your delivery method.  In this example, we're going to use email:

Image_2019-04-11_at_1.40.41_pm.png

7. Click on Manage Templates:

Image_2019-04-11_at_1.45.36_pm.png

8. Click on +Add Template:

Image_2019-04-11_at_2.08.26_pm.png

9. Create a new template, pasting in the text you copied above and giving it a name like "Manual confirmation":

Image_2019-04-11_at_2.14.46_pm.png

10. Save the template, then click Back to Message:

Image_2019-04-11_at_2.15.17_pm.png

11. On the Email tab, choose the recipient, select your newly created template from the Select Template dropdown and hit Send Email:

Screen_Shot_2019-04-11_at_14.16.09.png

12. Repeat steps 1-10 for any of the appointment communications you'd like to be able to send manually. 

You don't have to follow steps 7-10 to create a template, but doing so will give you a template you can use repeatedly for all your patients, thus saving you time in the future.

Once you've set up manual templates, you'll just have to follow steps 6 and 11 to send a manual appointment communication to any of your patients going forwards. 

 

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk