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

The Email SMS module introduces Emails into your existing Recall Categories. Choose, per recall band, whether you would prefer the letter to to be printed or emailed and let Optisoft Enterprise decide the best send method per patient record.

• Sending a Recall Email

Automated Email-SMS

This facility allows you to send appointment reminders automatically either via SMS, Email or Letter.

• 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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