Setup Automation Appointment Reminders for Patient's with multiple Appointments

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It’s common for a Practice to have a Dentist and Hygienist, and each assigned a separate Appointment Book. At their appointment the patient may see both the Dentist and Hygienist, and have an appointment created in each book.

If a patient has more than one appointment on the same day, details of all appointments can be sent in a single message to the patient.

  1. Go to Location Management > Automation tab

  2. Select the Appointments sub-tab

  3. Select the required set (eg Daily SMS reminders)

  4. Select the Set/Type sub-tab

  5. Place a tick in Send single message to patients with multiple appointmentsmceclip2.png

SMS Template

  1. Go to Location Management > Automation tab

  2. Select the Appointments sub-tab

  3. Select the required set (eg Daily SMS reminders)

  4. Select the required type (eg Monday reminders sent on Friday)

  5. Select the Reminders sub-tab

  6. Tick the mceclip1.png icon to modify the SMS templatemceclip0.png

  7. Insert the following input fieldsmceclip6.png

    Firstname

    Name of the SMS recipient

    Appointment Name(s)

    Name of the patient with the appointment

    Provider Full Name

    Name of the providers of the appointment

    Next Appointment(s)

    Date and time of the next appointment

Multiple Consecutive Appointments

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When a patient has consecutive appointments in different books, one SMS will be sent with the starting time of the first appointment.

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Multiple Non-Consecutive Appointments

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When a patient has non-consecutive appointments in different books, one SMS will be sent with the time of each appointment.

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