Managing Replies from Appt Reminders

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When an SMS is sent from the Appointments and the patient replies, the replies can be found in SMS Manager.

  1. Click the navigation menu > Management > SMS Manager page

  2. Click RETRIEVE SMS REPLIES button

  3. Select Appt Reminders from the Inbox

    1. Remove Ticks individually from Appointment Books names you do not wish to include

    2. Tick Show Inactive box to include inactive books

    3. Click SELECT ALL to include all or DESELECT ALL to remove tick from all so you can select your own

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  4. If using the Automatic Retrieve Option (see General Setting topic)

    1. View replies & Status on the right of page
    2. Double click or hover over the message to read the full Message Text
    3. Right click on the message to easily access the patients' file (coming soon to D4Web)
    4. When actions have been completed, e.g. Patient has been contacted and nothing further to do, select the message and click MOVE TO ARCHIVE
  5. If using the Manual Retrieve option (see General Setting topic):

    1. View replies & Status on the right of page

    2. Click on Status button:

      CONFIRMED = to mark appt status as confirmed

      CANCELLED = to mark an appt status as cancelled

      CLEAR STATUS = to clear an existing status

    3. Once changes are made, click on UPDATE APPOINTMENT button

    4. Double click or hover over the message to read the full Message Text

    5. Right click on the message to easily access the patients' file (coming soon to D4Web)

    6. When actions have been completed, e.g. Patient has been contacted and nothing further to do, select the message and click MOVE TO ARCHIVE 

The user may select (highlight) the appointment book name or click on SELECT ALL button to highlight all books.

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