Version 20.2
Overview
Once the Patient Message eXchange has been configured, Appointment Reminders can be sent. These messages can include a link for the parent to use to confirm the appointment. Keep in mind that messages will only be sent to those contacts who have a preferred method of contact listed.
Tip: It is strongly recommended to include the patient name, appointment date, appointment time, appointment location in the message, as well as the confirmation link in the message. |
Confirm Appointments from Tracking Using PMX
- Navigate to the Tracking window: Clinical, Practice Management, or Billing tab > Schedule button > Tracking radio button.
- Select the date for appointments you want to confirm.
- Click the Confirm button.
Warning:
|
- Select one of the following options in the confirmation window:
- Visible: Will list all patients on that the particular calendar view. The Patient Message eXchange window is displayed.
- All: Will list all patients with appointments regardless of calendar view. The Patient Message eXchange window is displayed.
- Cancel: Closes the confirmation window, and does not create a patient list or confirm appointments.
- Click the Create Msgs button. Once messages are created you will be told how many credits you are using.
- Email message = 1 credit
- Text message = 3 credits
- Phone message = 5 credits
Warning: The following message is displayed if there is a problem with Correspondent record necessary for Appointment Confirmations. To continue sending the message(s) without the confirmation link, click OK. To abort the operation so that you can contact Support, click Cancel. |
- Click OK. The messages are sent.
Review PMX Messages Sent
- Navigate to the Patient Message eXchange window: Practice Management tab > Patient Message eXchange.
- Click the Messages Sent tab.
- Set the criteria for view Messages Sent using the Report scope settings located at the top of the window.
- Click the Refresh button.
- (If needed) Add additional columns, and/or sort the grid.
Examples:
Please note: It is possible that a delivered message skips stages if confirmation happens quickly. A call-out is made every 10 minutes to our third-party vendor for a report status on any messages still in stage 1. |
Review Confirm Status in Tracking
As appointments are confirmed, the Confirmation Status column in the Tracking window is updated.
Personalized Messaging Tips
There are a couple of simple guidelines to follow to ensure your messages are not being marked as spam by your patients/parents. You can also make your messaged personalized to ensure readibility. Below are a couple of tips to help ensure the delivery of your patients important healthcare messages:
- Make sure your message content is clear and concise. Example of a clear text message:
| <Patient_First_Name> has an appt <Appointment_Day_Date> @ <Appointment_Time>, <Practice name> <Appointment_Location>. Please confirm or cancel HERE <confirmation link> |
- Do not include any forbidden URLs. Examples of forbidden URLs:
| bit.ly | linki.la |
| 9qr.de | lnkd.in |
| alturl.com | minm.xyz |
| app.link | ow.ly |
| http://bc.vc/bit.do | rb.gy |
| itly.com | rebrand.ly |
| http://itly.com/ | s2r.co |
| bitly.ws | serveirc.com |
| budurl.com | http://shrtco.de/ |
| clicky.me | http://t.ly/ |
| cutt.ly | tiny.cc |
| is.gd | tinyurl.com |
| lc.chat |
Version 20.0
Overview
Once the Patient Message eXchange has been configured, Appointment Reminders can be sent. These messages can include a link for the parent to use to confirm the appointment. Keep in mind that messages will only be sent to those contacts who have a preferred method of contact listed.
Tip: It is strongly recommended to include the patient name, appointment date, appointment time, appointment location in the message, as well as the confirmation link in the message. |
Confirm Appointments from Tracking Using PMX
- Navigate to the Tracking window: Clinical, Practice Management, or Billing tab > Schedule button > Tracking radio button.
- Select the date for appointments you want to confirm.
- Click the Confirm button.
- Select one of the following options in the confirmation window:
- Visible: Will list all patients on that the particular calendar view. The Patient Message eXchange window is displayed.
- All: Will list all patients with appointments regardless of calendar view. The Patient Message eXchange window is displayed.
- Cancel: Closes the confirmation window, and does not create a patient list or confirm appointments.
- Click the Create Msgs button. Once messages are created you will be told how many credits you are using.
- Email message = 1 credit
- Text message = 3 credits
- Phone message = 5 credits
- Click OK. The messages are sent.
Review PMX Messages Sent
- Navigate to the Patient Message eXchange window: Practice Management tab > Patient Message eXchange.
- Click the Messages Sent tab.
- Set the criteria for view Messages Sent using the Report scope settings located at the top of the window.
- Click the Refresh button.
- (If needed) Add additional columns, and/or sort the grid.
Examples:
Please note: It is possible that a delivered message skips stages if confirmation happens quickly. A call-out is made every 10 minutes to our third-party vendor for a report status on any messages still in stage 1. |
Review Confirm Status in Tracking
As appointments are confirmed, the Confirmation Status column in the Tracking window is updated.
