Summary
To search for and message patients by appointment date(s), go to Communication Center>Specific Patients > Appointment.
Searching for patients by appointment date(s)
Search for patients by scheduled appointment by clicking on the word Patient Detail and selecting Appointment.
Search by Appointment
Enter the appointment date or date range and click SEARCH
Set any filters and click FILTER. Patients will appear in Available Patients column.
Patient Search by Appointment
Select All or choose desired recipients
Click CONTINUE to load templates and send messages
Load and send messages
After selecting the patients to message, you’ll be able to select the method of messaging, set up the templates, and message your selected patients by following the steps below.
1. Select Delivery Method: Choose how to message your patient. Click on the toggle to select messaging method.
Delivery Method Toggles
2. Incomplete notification: A template must be loaded for each selected delivery method in order to send to your selected patients. Once a template has been loaded, the notification changes to Complete.
Loaded Template Notification
3. Select Template: Clicking on any of the notifications in step 2 will allow you to load any preloaded template. All text fields within the template may be edited. Any changes apply to this sending only.
Select Template
4. I’m done, ready to send!: Click SEND to message your patients now or click SEND LATER and select a time to message your patients.
Ready to Send
Once sent, a screen will appear showing how many messages were sent and list any patient who didn’t receive an enabled message.
Message Results Screen
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