Difference between revisions of "Appointments - Appointment Notification"
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*Click on the http://91.151.213.84/wiki/ | *Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left of the screen | ||
*Go to Maintain > Appointments > Notification. | *Go to Maintain > Appointments > Notification. | ||
http://91.151.213.84/wiki/images/optisoft/appts/apptcarddtopprinter | http://91.151.213.84/wiki/images/optisoft/appts/apptcarddtopprinter.jpg | ||
*Select the send method by choosing one of the tabs. | *Select the send method by choosing one of the tabs. | ||
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*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. | *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. | *Tick the box to activate the chosen method. | ||
*Click the | *Click the http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg button to save the changes. | ||
Revision as of 10:30, 22 February 2012
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 appropriate add-on module.
- Click on the
in the top left of the screen - Go to Maintain > Appointments > Notification.
- 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. See the Form Designer and SMS sections for more details.
- Tick the box to activate the chosen method.
- Click the
button to save the changes.