Send Automated After Treatment Care Instructions

A post care instruction reminder can be sent to patients with a particular appointment status from the previous day.

The example used in these instructions is for a practice that is open Monday – Saturday.

1. Go to Location Management > Automation tab > Appointments sub-tab

2. Select the type Post Care Reminder

3. Set / Type sub-tab

   1. Location: Select the location / all locations this reminder is for

   2. Books: Select the books this reminder should send for, recommend all Providers

   3. Include when: Select the appointment status(es) you want to send the reminder to

   4. Exclude when: Recommend selecting FTA so those patients aren’t included

   5. Update the Appointment with: Tick the checkbox then select the appointment status that represents a post care reminder has been sent – this is optional
      

4. Reminders sub-tab

   1. Order the communication methods

      These reminders are commonly sent via SMS due to their importance; e-mail is easily overlooked by patients.

      The image below shows an example of sending via SMS, e-mail and producing a phone list.

      If the patient has their appointment reminder preference set as both SMS and e-mail, whichever is numbered 1 in the Reminders will be sent to the patient. The phone call option will generate a list of patients to be contacted.

   2. Setup the template using the edit icon  
      

5. Schedule sub-tab

   The following instructions are based on sending the reminder the day after attending the practice.

   1. Set the frequency of the reminder:

      1. Weekly - Place a tick in Tuesday, Wednesday, Thursday, Friday and Saturday

   2. Set the start date and run time

   3. Include patients who have appointments – Simple: Yesterday

   4. To check settings, click the check upcoming run dates button

   5. Enable the schedule by placing a tick in the checkbox
      

6. Setup an additional type to handle sending reminders for the last open day of the week. Example: practice is open Monday – Saturday, therefore reminders for Saturday will be sent Monday.

7. Set/Type sub-tab

   1. Select the Set: After Care Services

   2. Click Type > Enter Name, e.g. Saturday Care Instructions

   3. Setup the Set / Type and Reminders sub-tabs the same as the Post Care Reminder

8. Schedule sub-tab

   1. Set the frequency to weekly and select Monday

   2. Set the start date and run time

   3. Include patients who have appointments – Simple: The Day before Yesterday

   4. To check settings, click the check upcoming run dates button

   5. Enable the schedule by placing a tick in the checkbox