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  1. Centaur Software
  2. Automation

Automation

Setup and use Automation for Appointments, Recalls, Debtors, Queries and Reports.

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
See all 11 articles

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
See all 13 articles

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
See all 7 articles

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