Difference between revisions of "Appointments - Appointment Notification"

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(Created page with "Appointment Notification You can set up rules for automated appointment notification messages to be sent. These can be sent by letter or card, or by SMS or email with the appr...")
 
 
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Appointment Notification
You can set up rules for automated appointment notification messages. These can be sent by letter, SMS or email (You will need the Email-SMS module in order to do this). You can also configure how and where your Appointment Cards print, at this stage.
 
You can set up rules for automated appointment notification messages to be sent. These can be sent by letter or card, or by SMS or email with the appropriate add-on module.


   
   


Click on the in the top left of the screen  
*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left of the screen.
Go to Maintain > Appointments > Notification.
*Go to Maintain > Appointments > Notification.
   
   
<center>http://www.optisoft.co.uk/wiki/images/optisoft/appts/apptcarddtopprinter.png</Center>


*Select the send method by choosing one of the tabs.
*Enter the value for when you want to send the reminder.
*Select the template to use. You can create the templates for letters, cards and e-mails using the Form Designer tool. SMS templates can only be created from within the SMS module in the main Patient Record Screen.
*Tick the box to activate the chosen method.
*Click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/savebutton.jpg button to save the changes.






Select the send method by choosing one of the tabs.
[[Appointments - Setting Up Appointments|Back]]
Enter the value for when you want to send the reminder.
Select the template to use. You can create the templates for letters, cards and e-mails using the Form Designer tool. SMS templates can only be created from within the SMS module. See the Form Designer and SMS sections for more details.
Tick the box to activate the chosen method.
Click the Save button to save the changes.

Latest revision as of 10:29, 20 February 2017

You can set up rules for automated appointment notification messages. These can be sent by letter, SMS or email (You will need the Email-SMS module in order to do this). You can also configure how and where your Appointment Cards print, at this stage.


  • Click on the optisoftorb.jpg in the top left of the screen.
  • Go to Maintain > Appointments > Notification.
apptcarddtopprinter.png
  • Select the send method by choosing one of the tabs.
  • Enter the value for when you want to send the reminder.
  • Select the template to use. You can create the templates for letters, cards and e-mails using the Form Designer tool. SMS templates can only be created from within the SMS module in the main Patient Record Screen.
  • Tick the box to activate the chosen method.
  • Click the savebutton.jpg button to save the changes.


Back