OP Notify: On Demand Notification Events

Version 14.19

This content is part of the OP Notify Training Program.

Overview

OP Notify Events allow a practice to create individualized methods for informing patients of upcoming events. You must have permission for Build Events in OP Notify to proceed with the below instruction. 

  1. Access OP Notify using the email address and password set up when you activated your account.
  2. Confirm you are on the correct Practice site that is displayed in the practice drop-down on the top Patient Portal bar.
  3. On the left panel click the arrow to expand the PatientNOTIFY group.

Event Information

  1. Click Events.

  1. Click the New button and select On Demand Notification

  1. The Events page appears. Enter the name of the event in the Event Name field. 

Tip: It is best practice is to include the delivery method in the beginning of the Event name for example: Phone Office Closing Due to Weather. There is a character limit for this field.

  1. (Optional) Further describe the event in the Description field. There is a character limit for this field.
  2. Select the practice, locations, and appointment reasons using Event Population by performing one of the following:
  • Click Select All if all practice, locations, and appointment reasons are included with the event.
  • Click the drop-down arrow and select a practice location.
  • Click Expand All and select the practice locations and appointment reasons from the expanded list.

  1. Select the providers in the Include Providers field by performing one of the following:
  • If Select All was chosen for the Event Population, then all providers are automatically selected in the Include Providers field. Deselect any provider to exclude from the event.
  • Click Expand All and select the providers from the provider list.
  • Type the provider in the search field, expand the location, and select the provider.
  1. Set the Appointment Notification Range:
  1. Set the start and end dates. This can be the current date and up to one year in the future.
  2. Click the clock icons in the start and end time fields. The time range set is for the times of the appointments that you want to include in the notification.
  1. (Optional) Click the Calculate button to determine the number of notifications based on the values above.
  2. Click the + to expand Advanced Settings.
  3. Confirm the Notifications Cap settings. To ignore the cap, select the Ignore Notification Cap checkbox.

Note:  Advanced Settings are set by the OP Administrator. If you wish to change the notification cap numbers, you will need to call OP support.

  1. Click the Next button.

The table below lists the types of events for On Demand notifications. Click the link for detailed information on the desired event.

EventDescription
Email Notification EventInstruction specific to the delivery method for an On Demand notification by email.
Call Notification EventInstruction specific to the delivery method for an On Demand notification by phone call. 
Text Notification EventInstruction specific to the delivery method for an On Demand notification by text message.
Mail Notification EventThe Mail event is not available as a delivery method with OP Notify.
Call or Text Reminder EventThe Call or Text Reminder Event in not available as a delivery method with OP Notify.
Version 14.10
 WARNING: This information is intended only for clients currently in the implementation or production phase with OP Notify functionality.

Overview

OP Notify Events allow a practice to create individualized methods for informing patients of upcoming scheduled appointments. You must have permission for Build Events in OP Notify to proceed with the below instruction. 

  1. Access OP Notify using the email address and password set up when you activated your account.
  2. Confirm you are on the correct Practice site that is displayed in the practice dropdown on the top Patient Portal bar.
  3. On the left panel click the arrow to expand the PatientNOTIFY group.

Event Information

  1. Click Events.

  1. Click the New button and select On Demand Notification

  1. The Events page appears. Enter the name of the event in the Event Name field. 
Note: Best practice is to include the delivery method in the beginning of the Event name for example: Phone Office Closing Due to Weather. There is a character limit for this field.
  1. (Optional) Further describe the event in the Description field. There is a character limit for this field.
  2. Select the practice, locations, and appointment reasons using Event Population by performing one of the following:
  • Click Select All if all practice, locations, and appointment reasons are included with the event.
  • Click the dropdown arrow and select a practice location.
  • Click Expand All and select the practice locations and appointment reasons from the expanded list.

  1. Select the providers in the Include Providers field by performing one of the following:
  • If Select All was chosen for the Event Population, then all providers are automatically selected in the Include Providers field. Deselect any provider to exclude from the event.
  • Click Expand All and select the providers from the provider list.
  • Type the provider in the search field, expand the location, and select the provider.
  1. Set the Appointment Notification Range:
  1. Set the start and end dates. This can be up to one year in the past and up to one year in the future.
  2. Click the clock icons in the start and end time fields. The time range set is for the times of the appointments that you want to include in the notification.
  1. (Option) Click the Calculate button to determine the number of notifications based on the values above.
  2. Click the + to expand Advanced Settings.
  3. Confirm the Notifications Cap settings. To ignore the cap, select the Ignore Notification Cap checkbox.
Note: Advanced Settings are set by the OP Administrator. If you wish to change the notification cap numbers, you will need to call OP support.
  1. Click the Next button.

The table below lists the types of events for appointment notifications. Click the link for detailed information on the desired event.

EventDescription
Email Notification EventInstruction specific to the delivery method for appointment notification by email.
Call Notification EventInstruction specific to the delivery method for appointment notification by phone call. 
Mail Notification EventThe Mail event is not available as a delivery method with OP Notify.
Text Notification EventInstruction specific to the delivery method for appointment notification by a text message.
Call or Text Notification EventInstruction specific to the delivery method for appointment notifications using a phone call or text message. The delivery method is determined based on the Priority field in this event.
Version 14.8

OP Notify was implemented in Version 14.9.