Setup an automation schedule so any new patient receives a welcome message once they have registered / made an appointment.
-
Ensure the New Patient Status is used in Appointment Book
-
Click the navigation menu > Management > Automation page
-
Open the relevant tab, for example Appointments
-
Add Automation Set & Type:
- Click SET
- Enter the name of the Set (e.g. New Patients)
- Click OK
- With the relevant Set (e.g. New Patients) highlighted
- Click TYPE
- Enter the name of the Type (e.g. New Patients Welcome)
- Click OK
-
Setup the automated action of this Type via the Set/Type sub-tab
-
Set Name: Taken from the Set Name you just created
-
Location: Current location
-
Highlight Providers to include or click SELECT ALL
-
Include when: Select the Status to use (eg. N) and when to Include Appointments in automated SMS batch
-
Exclude when: Select the Status to use (eg. S) and when to exclude Appointments in automated SMS batch
-
Update Appointment with Status: Once message sent, update the Status so user is aware that a message was sent
-
Overwriting status: Overwrite a current status with a new one once message is sent
-
-
Setup the automated action of this Type via the Reminders sub-tab
-
Tick Send communication to family head box if you wish for them to receive family member notifications
-
Order the reminder communication type, so if mobile number is missing then next option is email and so on..
(Note: ensure templates are setup for emails, letters if those options will be used & leave blank/un-numbered any template option you do not wish to use)
-
-
Setup the automated action of this Type via the Schedule sub-tab
- Set the frequency: Select the frequency required by clicking radio button
- Set the timing: Enter Start Date, Run time
- Include Patients who have appointments: If selecting Simple radio button then select options from the drop list. If selecting Advanced radio button then use the fields to customise your inclusion requirements
- Notifications: Tick box if you wish to exclude sending notifications (automation batch still is processed but notifications are not sent out)
- Control the schedule: remove tick if you wish to stop the schedule
- Click APPLY CHANGES to activate/save the changes made to the schedule or RESET CHANCES
Comments
Article is closed for comments.