A post-visit feedback e-mail can be automatically sent to patients with a particular appointment status from the previous day, seeking feedback via an online form, for example, eForms.
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Patients will only receive communication based on their Send To preferences.
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If sending via e-mail and they do not have this option selected, they will not receive it.
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The following is only possible if DMMI Automatic is configured. This setting does impact the way Recalls are sent; they will be set to semi-automated if changed.
Link Form to Template
The Post Visit Survey templates all have a placeholder for an electronic survey/form to be added.
The URL is entered into the Post Visit Survey General Setting by Centaur staff before proceeding.
Setup Automation
The example used in these instructions is for a practice that is open Monday to Saturday. Two Automation Types are needed as D4Web cannot run an automation batch when the practice is closed.
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Click navigation menu > Management > Automation page
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Select the Appointments tab
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Click Add Set > Enter the name of the Automation Set, e.g. D4W Marketing Surveys
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Click Add Type > Enter the name of the Automation Type, e.g. Post Visit: Weekday Appts
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Click Add Type > Enter the name of the Automation Type, e.g. Post Visit: Weekend Appts
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- Select the Weekday Appts type
- Set / Type sub-tab
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Location: Select the Location(s) the survey should apply to
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Books: Select the Book(s) the survey should apply to
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Include when: Select the Appointment Status e.g. Attended
- Exclude when: Select the Appointment Status e.g. Fail to Attend
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Update the Appointment with: Tick the checkbox then select the appointment status that represents a post-visit survey has been sent – this is optional.
Click here for instruction on how to Setup an Appt status -
DMMi Batch: Tick to enable D4Web Marketing features
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Select radio button to Dont send options or Always sent to Patient
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Reminders sub-tab
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E-mail Template: Select 1 from the drop list, then select the relevant Survey template Leave all other methods blank as the survey is only sent via e-mail at present
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Schedule sub-tab
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Set the frequency of the reminder
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Weekly - Place a tick in Tuesday, Wednesday, Thursday, Friday and Saturday
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Set the timing:
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Start date, next run date & time
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Include patients who have appointments:
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Simple: Yesterday
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Advanced: To check settings, click the CHECK UPCOMING RUN DATES
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Notifications:
- Tick if you wish to exclude notifications for this batch
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Control the schedule:
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Enable the schedule by placing a tick in the checkbox
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Click APPLY CHANGES
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- Set / Type sub-tab
- Select the Weekend appts Type
- Setup the Set / Type and Reminders sub-tabs the same as the Weekday Appts
- Schedule sub-tab
- Set the frequency:
- Weekly and place a tick in Monday only
- Set the timing:
- Start date, next run date & time
- Include patients who: have appointments:
- Simple: The Day before Yesterday
- Advanced: To check settings, click the CHECK UPCOMING RUN DATES
- Notifications:
- Tick if you wish to exclude notifications for this batch
- Control the schedule:
- Enable the schedule by placing a tick in the checkbox
- Click APPLY CHANGES
- Set the frequency:
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