Send Automated After Treatment Care Instructions

A post care instruction reminder can be sent to patients with a particular appointment status from the previous day.

The example used in these instructions is for a practice that is open Monday – Saturday.

1. Click the navigation menu > Management > Automation page > Appointments tab

2. Select the type Post Care Reminder

3. Set / Type sub-tab

   1. Location: Select the location / all locations this reminder is for

   2. Books: Select the books this reminder should send for, recommend all Providers

   3. Include when: Select the appointment status(es) you want to send the reminder to

   4. Exclude when: Recommend selecting FTA so those patients aren’t included

   5. Update the Appointment with: Tick the checkbox then select the appointment status that represents a post care reminder has been sent – this is optional
      

4. Reminders sub-tab

   1. Order the communication methods
      These reminders are commonly sent via SMS due to their importance; e-mail is easily overlooked by patients.
      The image below shows an example of sending via SMS, e-mail and producing a phone list.
      If the patient has their appointment reminder preference set as both SMS and e-mail, whichever is numbered 1 in the Reminders will be sent to the patient. The phone call option will generate a list of patients to be contacted
   2. Setup the template using the edit icon
      

5. Schedule sub-tab

   The following instructions are based on sending the reminder the day after attending the practice

   1. Set the frequency of the reminder:
      1. Weekly - Place a tick in Tuesday, Wednesday, Thursday, Friday, Saturday and Sunday
         (Note: In this example, we have not included Monday here as the surgery is not open on Sunday)
   2. Set the timing:
      1. start date and Next run Date and Run time
   3. Include patients who have appointments
      1. Simple: Yesterday
   4. To check settings, click CHECK UPCOMING RUN DATES
   5. Notifications:
      1. To stop the notification, tick box: Exclude sending notifications for this batch
   6. Control the Schedule:
      1. Enable the schedule by placing a tick in the checkbox
   7. Click APPLY CHANGES