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
• Setup Automated Birthday Messages to Patients
• 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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