Summary
Office Settings contains the information you need to send and receive email and SMS messaging. This includes the auto-fill of practice information into your Patient Communicator email, text, and voice messaging templates.
Office Settings Fields
You can update your office settings by using the fields, drop-down list and check boxes.
Office Settings
Field | Description |
| Practice Name: | This is the name that will appear at the top left of the screen in Patient Communicator and is inserted into the auto-fill keyword in email and voice call messages. |
| Business Legal Name: | Needed to ensure proper registration of your texting number to prevent outbound text messages as being seen as spam by phone providers. |
|---|---|
| Business EIN | Needed to ensure proper registration of your texting number to prevent outbound text messages as being seen as spam by phone providers. |
| Practice Name for SMS: | This is the practice name that is inserted into the auto-fill keyword in SMS messages. |
| Practice Phone: | This number will appear in the caller ID of all outgoing voice messages. This number is also used to populate the phone number field in outbound emails. |
| Practice Fax: | This number is used to populate the fax number field in outbound emails. |
| Practice Address: | The practice address that will be used for the Find Us button and in the auto fill fields in outbound emails. |
| Practice Email: | This email address that will be used to auto fill fields in outbound emails. Patients can click on the email address to send an email to the practice. |
| Email From Name: | When patients receive an email from your practice, this name will appear in their inbox instead of the practice email address. |
| Practice Website: | The website that will be used to auto fill fields in outbound emails. Patients can click on the link to be redirected to your practice's website. |
| Time Zone: | Select your practice's time zone from the drop-down list. This will ensure that messages are sent out according to your local time. |
| In Daylight Saves Zone (Checkbox): | This checkbox indicates that your practice is in a Daylight Saving Time Zone. |
| Email From Address: | This is the email address from where the office sends email messages. |
| Email Reply to Address: | When your patient clicks "Reply" to your email, this is the address their email is sent. |
| Test Email Address: | Enter an email address for testing and previewing email messages before they are sent out. |
| Test SMS Number: | Enter a cell phone number for testing and previewing SMS messages before they are sent out |
| Test Voice Number: | Enter a phone number to test and preview voice messages before they are sent out |
| Email Image: | This is the customized header that appears at the top of all email templates and in the Online Scheduler site to maintain branding of your practice. |
Note: Remember to save your settings after making any changes.
Gmail Setup
Use of a Gmail email account for sending and receiving is recommended for most effective delivery of messages to your patients.
If you don't already have one, you can create a Gmail account by clicking here.
Gmail Forwarding
You can forward inbound emails from the Gmail account to your regular practice email account so the practice only needs to monitor a single email account.
To do this, open the Gmail account and go to Settings icon> Settings > Forwarding and POP/IMAP > Add a forwarding address.
Template Testing
The Test Email Address, Test SMS Number, and Test Voice Number fields populate templates for the purpose of sending a test message after editing or creation of a new template. Information in these fields are not viewed by the patient.
Template Testing Fields
A test template is generated only when clicking the Test button in the template edit screen.
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