-Automation

-General Automation

• -Why Switch to Automation
• -Create Automation Batches Per Location
• -View Completed Batches in Automation
• -Update the patient's Recall Date when Cancelling or Deleting Appointment
• -Managing Letter and Label Batches in Automation
• -Preview SMS Templates in Automation

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-Appointment Automation

• -Setup and Send Automated Patient Check Out SMS
• -Send Automated Daily Appointment Reminders
• -Send Post-Visit Survey Communication
• -Setup Automation Appointment Reminders for Patient's with multiple Appointments
• -Send Automated New Patient Welcome Messages
• -Setup Automated Patient Arrival SMS

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-Automated Recalls

• -Include Patients Booked for Another Recall Set
• -Automation Recalls: Managing processed batches for Multi-Location
• -Resume Sending Automation Recall Reminders
• -Temporarily Stop Automation Recalls from Sending
• -Set Scale and Clean Items for Automated Recalls
• -Book Recall Automation Conversion

-Automated Queries

• -Temporarily Stop Automation Queries from Sending
• -Set Up Automated Birthday Messages via Queries

-Automated Reports

• -Schedule the Automated Running of Reports
• -Edit an Automated Reports Parameters
• -Set E-mail Notification when Automated Report is Run
• -View Automated Report Run History
• -Manually Run an Automated Report
• -View Saved Automated Reports

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