A Welcome Pack can be automatically posted to patients either with an upcoming appointment or after their first visit. The below instructions will send a Welcome Pack to New Patients who Attended an appointment last week (Mon - Sun). Automation can be set to daily if preferred.
Patients will only receive communication based on their Send To preferences. If sending via e-mail and they do not have e-mail selected, they will not receive it.
The following is only possible if DMMI Automatic is configured in D4Web. This setting does impact the way Recalls are sent; they will be set to semi-automated if changed.
-
Click the navigation menu > Management > Automation page
-
Appointments tab
- Select Welcome Packs
-
Set / Type sub-tab
- Location: Select the location / all locations the packs will be sent for
- Books: Select the books the packs should send for, recommend all Providers
- Include when: From the drop down list:
- Tick box: New Patient and Attended Appointment Statuses
- Radio button: All selected Status are present
-
Update the Appointment with: Tick the checkbox then select the Appointment Status that represents a pack has been sent – this is optional
-
DMMi Batch: Tick to enable D4W Marketing features
-
Select radio button : Don't send to patient if... or Always send to Patient
-
Reminders sub-tab
-
Letters Template: Select 1 from the drop list, then select the relevant Welcome Pack template Leave all other methods blank as the welcome packs are only posted at present
-
-
Schedule sub-tab
-
Set the frequency: Weekly
-
Tick the day of the week to run the batch, e.g. Monday
-
-
Set the timing: Set the Start Date and Run Time
-
Include patients who: have appointments
-
Simple: Last Week
-
To check settings, click the CHECK UPCOMING RUN DATES button
-
-
Notifications:
-
Tick box to exclude sending notifications for this batch
-
-
Control the schedule: Tick box to Enable the schedule
-
Click APPLY CHANGES to saves changes made
-
Click RESET CHANGES to undo changes made
-
Comments
Article is closed for comments.