Mail Merge Setup

Common for Multiple Mail Merge Categories

• Design a HTML E-mail Template in MSWord
• -Add Unsubscribe Option to Templates

eAppointments

• -Setup eAppointment Confirmation and Cancellation Messages

Patients

• -Setup Patient Registration SMS Template

Appointments

• ^Update Manual Appointment Confirmation with COVID-19 instructions
• -Setup Manual Appointment Reminder SMS/E-mail Template
• -Setup Appointment Scheduled SMS Template
• -Setup Appointment Arrival SMS Template

Manual Queries

• Set Manual Query Templates

Manual Debtors

• Setup Manual Debtor Reminder Templates

Manual Recalls

• Set Manual Recall Templates