OP Notify: Text Reminder Event

Version 20.6

This content is part of the OP Notify Training Program.

Note: The Appointment Reminder Event must be created before creating the Text event.

The Event page is followed by the Delivery Rule page and the Text page (when Text is selected as the delivery method). After the Event page has been completed and the Next button has been selected, the Delivery Rule page appears. You will set your reminder text settings on the Delivery Rule page. Once the Delivery Rules are complete and the Next button has been selected, the Text page appears. You will create your text message on the text page.

Text Delivery Rule

After the Delivery Rule page appears, complete the Delivery Rule information:

  1. Toggle the Active slide to OFF. It is best practice to set Active to ON when you are ready to implement the event.
  2. Click the drop-down arrow for Method and select Text.

  1. Enter the start and end time in the Schedule Delivery Time fields.
  2. Confirm the Timezone setting.
  3. Confirm the Observe daylight savings time? checkbox.
  4. Click the Next button to proceed to the Text information page.

Individual Text Message

After the Text page appears, create the text message:

  1. Navigate to the English tab. An English message must first be created before entering a Spanish message (optional).
  2. Type the message for the appointment reminder in the Text field. This field will be the text reminder sent to the patient. Use tokens in the Text field to personalize the message. To use a token:
  1. Locate the area of your message where you want to enter a personalized item (example a patient's first name) and place your cursor. The cursor location will indicate where the token will be placed in the message.
  2. Select the Insert Token drop-down.
  3. Select the token item that you want to enter into the message.

  1. Instructions should be included in the text message on how to Confirm or Cancel an appointment. Below are the definitions to include in the text message, case does not matter.
  • Confirm: Y, C or Yes
  • Cancel: N or No

Note: If inserting the Cancel option in the text message, confirm users have been added to the IC Appointment Request Department in the Staff/Provider Directory in OP to receive the cancelled appointment messages.

  1. (Optional) Click the Add Opt Out Disclaimer button. This will allow a patient to opt out of the text message reminders. However, if the patient wants to be added back to the reminder, see Adding a Patient to the Reminder Message after the Patient Opts Out below.
  2. (Optional) Send a test text:
  1. Enter a phone number to view an example of the message in the Enter Phone Number field. This phone number can be your number or a staff cell phone number.

  1. Click the Test button. The message will be sent.
  1. Click the Save button when complete.
  2. (Optional) Create a Text message in Spanish:
  1. Navigate to and click the Spanish tab.
  2. Click the Active button so that it moves to the ON position.
  3. Repeat steps 2-5 above. When entering the Text message, be sure to enter the text in Spanish.
  4. Click the Save button.

NoteThe optional step of enabling Text messages in Spanish requires that the Language drop-down for the Family Contact be set to Spanish. If no Language is selected, the Language of the patient set on the Basic Information window will be used to determine the language of the message. This feature also requires that Text be selected as the Method type Delivery Rule in OP Notify.

Consolidated Message

Consolidated Messages are optional and can be enabled to limit the amount of messages a parent receives. When enabled, Consolidated Messages are applied when multiple children who share the same Primary Contact (with the same phone number), Language, and Preferred Method of Contact have scheduled appointments for the same day, at the same location. To enable Consolidated Messages:

  1. Navigate to the Consolidated Message section of the Text Message window.

NoteThe Individual Message section must contain message text in order to save a Consolidated Message. This text is not included in the Consolidated Message.

  1. Select the Send Consolidated Messages checkbox to enable Consolidated Messages.
  2. Enter the text of the Consolidated Message in the Text field.
  3. Click the Save button.

Adding a Patient to the Reminder Message after the Patient Opts Out

If a patient wants to receive reminders after opting out of a message, the patient will need to contact the practice. The office would then need to return the patient to the reminder recipients list:

  1. Select Patient Administration.
  2. Search for and select the Patient.
  3. Select Notifications.

  1. In the Campaign Type field look for the reminder where the patient opted out.
  2. You will see an X in the text column for the reminder where the patient opted out. Click the X and place a checkmark under Text for the desired reminder.

  1. Click the Save button.
Version 20.5

The content in this article is intended only for clients using OP Notify, powered by InteliChart.

This article is used as a resource for the OP Notify Training Program.

Note: The Appointment Reminder Event must be created before creating the Text event.

The Event page is followed by the Delivery Rule page and the Text page (when Text is selected as the delivery method). After the Event page has been completed and the Next button has been selected, the Delivery Rule page appears. You will set your reminder text settings on the Delivery Rule page. Once the Delivery Rules are complete and the Next button has been selected, the Text page appears. You will create your text message on the text page.

Text Delivery Rule

After the Delivery Rule page appears, complete the Delivery Rule information:

  1. Toggle the Active slide to OFF. It is best practice to set Active to ON when you are ready to implement the event.
  2. Click the drop-down arrow for Method and select Text.

  1. Enter the start and end time in the Schedule Delivery Time fields.
  2. Confirm the Timezone setting.
  3. Confirm the Observe daylight savings time? checkbox.
  4. Click the Next button to proceed to the Text information page.

Individual Text Message

After the Text page appears, create the text message:

  1. Navigate to the English tab. An English message must first be created before entering a Spanish message (optional).
  2. Type the message for the appointment reminder in the Text field. This field will be the text reminder sent to the patient. Use tokens in the Text field to personalize the message. To use a token:
  1. Locate the area of your message where you want to enter a personalized item (example a patient's first name) and place your cursor. The cursor location will indicate where the token will be placed in the message.
  2. Select the Insert Token drop-down.
  3. Select the token item that you want to enter into the message.

  1. At this time Yes or Y can be typed as a response to confirm an appointment. Instructions should be included in the text message field:

"Reply YES or Y to confirm the appointment."

  1. (Optional) Click the Add Opt Out Disclaimer button. This will allow a patient to opt out of the text message reminders. However, if the patient wants to be added back to the reminder, see Adding a Patient to the Reminder Message after the Patient Opts Out below.
  2. (Optional) Send a test text:
  1. Enter a phone number to view an example of the message in the Enter Phone Number field. This phone number can be your number or a staff cell phone number.

  1. Click the Test button. The message will be sent.
  1. Click the Save button when complete.
  2. (Optional) Create a Text message in Spanish:
  1. Navigate to and click the Spanish tab.
  2. Click the Active button so that it moves to the ON position.
  3. Repeat steps 2-5 above. When entering the Text message, be sure to enter the text in Spanish.
  4. Click the Save button.

Note: The optional step of enabling Text messages in Spanish requires that the Language drop-down for the Family Contact be set to Spanish. If no Language is selected, the Language of the patient set on the Basic Information window will be used to determine the language of the message. This feature also requires that Text be selected as the Method type Delivery Rule in OP Notify.

Consolidated Message

Consolidated Messages are optional and can be enabled to limit the amount of messages a parent receives. When enabled, Consolidated Messages are applied when multiple children who share the same Primary Contact (with the same phone number), Language, and Preferred Method of Contact have scheduled appointments for the same day, at the same location. To enable Consolidated Messages:

  1. Navigate to the Consolidated Message section of the Text Message window.

Note: The Individual Message section must contain message text in order to save a Consolidated Message. This text is not included in the Consolidated Message.

  1. Select the Send Consolidated Messages checkbox to enable Consolidated Messages.
  2. Enter the text of the Consolidated Message in the Text field.
  3. Click the Save button.

Adding a Patient to the Reminder Message after the Patient Opts Out

If a patient wants to receive reminders after opting out of a message, the patient will need to contact the practice. The office would then need to return the patient to the reminder recipients list:

  1. Select Patient Administration.
  2. Search for and select the Patient.
  3. Select Notifications.

  1. In the Campaign Type field look for the reminder where the patient opted out.
  2. You will see an X in the text column for the reminder where the patient opted out. Click the X and place a checkmark under Text for the desired reminder.

  1. Click the Save button.