Email-SMS Module

Overview

The Email & SMS module introduces additional functionality into the other modules of Optisoft Enterprise.

Major features include allowing you to send Email & SMS messages to your patient records, send automated Appointment Reminders and send Recall Letters via Email.

Introducing Email-SMS

Before you start to send Emails or SMS there are a couple a requirements for each patient record.

• Patient Requirements

Using Email-SMS

Creating Adhoc Messages

Adhoc messages allow you to send custom messages to individual patient records easily. You can also use saved templates to speed up the process.

• Sending an Email

• Sending an SMS

Recall Emails

• Sending a Recall Email

Automated Email-SMS

• Automatic Email appointment reminders
• Automatic SMS appointment reminders

Sending Documents via Email

• Sending via attachment
• Sending Standard Letters via Email

The Email-SMS Queue

• Checking the Email-SMS Queue

Setting Up Email-SMS

Settings

• Email Settings
• SMS Settings

Creating an SMS Template

• Creating an SMS Template

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