Summary
More Settings will allow the practice to choose feature options that may enhance Patient Communicator performance. They may be accessed by going to Settings > Advanced Settings >Advanced Settings.
Note: Remember to select SAVE when making any changes.
Setting Date Format
Which date format does your Practice Management Software use?
The default setting is American MM/DD/YY format. If your practice management system (PMS) uses the DD/MM/YY format, make the change here.
Date Settings
Automatic PMS Write Back
Would you like incoming Appointment Confirmations to be automatically written back to your Practice Management Software?
If this setting is available, your PMS will allow the appointment confirmations received by Patient Communicator to be written back to the PMS.
Choosing Yes will allow patient confirmations of upcoming appointments made by sms, email and voice call to be automatically written back to your PMS.
Automatic Write Back Settings
A patient confirmation that has been written your PMS will be indicated in the Appointment Confirmation window on the Home Page by a check mark in the In PMS column.
In PMS Checkbox
Cell Numbers
Some practices save cell numbers in the home number field. If your practice does this as well, where would you like to send text messages?
Patient Communicator will read and send SMS messages to the phone number in the Mobile Phone field of the patient record in your PMS and so the default setting is Cell Only.
If your practice has saved cell phone numbers to the Home Phone field of the patient record in your PMS, you can choose to send SMS messages to patients to either Home Phone if cell is empty or Home Phone and Cell Phone.
Cell Phone Settings
Note: Patient Communicator recommends saving cell, home, and work phone numbers in the appropriate PMS field for most accurate message delivery.
Home Phone Numbers
Some practices save home phone numbers in the cell field. If your practice does this as well, where would you like your voice calls to go?
Patient Communicator will read and send voice call messages to the phone number in the Home Phone field of the patient record in your PMS and so the default setting is Home Phone.
If your practice has saved home phone numbers to the Cell Phone field of the patient record in your PMS, it is possible to choose to send voice call messages to patients to either Cell Only or Home phone and cell phone.
Home Phone Settings
Note: Patient Communicator recommends saving cell, home, and work phone numbers in the appropriate PMS field for most accurate message delivery.
Handling Multiple Providers
Do you have multiple providers with the same name?
Practices may have the same provider multiple times within their PMS, distinguishing between them by the use of different provider id’s. If it is helpful to see the provider id in any list of providers (provider filters in message notifications or Online Scheduler settings) choose YES.
Multiple Provider Options
Guarantor Contact Information
Would you like to use guarantor contact information to send out email/SMS notifications?
Some practices have the ability to send messaging to the associated guarantor of the patient. If your practice needs to send enabled notifications to the patient’s guarantor and not to the patient of record, select YES.
This feature is not the same as Family Messaging where multiple patients with appointments on the same day and a common guarantor will generate one message only to the guarantor.
Guarantor Contact Information
Handling Multiple Single Day Appointments
Would you like to send 1 message for the first of multiple appointments in one day?
Some practices will schedule the same patient for multiple appointments on the same day. Patient Communicator by default will send the patient a notification for the first appointment only to prevent confusion by the patient (YES).
If the patient confirms the earlier appointment, all other appointments for that day are confirmed. If a notification for every appointment on the same day is desired, select NO.
Multiple Single Day Appointments
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