About
With the use of PMX+ Automated Messages, you will be able to run reports on certain statuses. You will also be able to track notifications when an appointment is canceled, and message details from within the patient's chart.
Reporting
Reporting for Automated Messages includes both the Delivery and Appointment Cancellation Status.
User Permission Note:
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Delivery Status
To view the report on Delivery Status, navigate to Practice Management > Patient Message eXchange > Messages Sent.
You can filter the Message Type to show only "Automated Message", and view the delivery details associated with that message. See the Review PMX Messages Sent section of the Patient Message Exchange (PMX) to Confirm Appointments for more details.
Appointment Cancellation Status (SQL)
To view the report on Appointment Cancellation Status, navigate to Tools > Database Viewer > SQL tab.
Run the following query to view all cancelled appointments between two dates.
Note: This query shows all cancelled appointments in the date range. They are not necessarily all appointments that were cancelled via the PMX+ modality. |
To highlight and copy the code below to your clipboard, simply click the Copy button.
select patno, fname, lname, appt_date, code1, loc_name from schedule inner join register on register.patno = schedule.patno inner join location on location.id = schedule.loc_id where appt_date between :Start_date and :End_date and visit_status = 'Cancelled' order by patno
Tracking
In addition to reporting, we have also included easy tracking for your automated messages that include notifications when an appointment is canceled and message details from within your patient’s chart.
Cancelation Message
To view the notification received when an appointment is cancelled, navigate to Message Center > Unread Portal.
Note: You will only be able to receive tracking notifications if you have enabled the Track Appointment Cancellations toggle in the Automated Messaging Global Delivery Settings. |
Automated Message Details in the Patient Chart
To view the details of the Automated Messages sent to a patient, navigate to the Patient's Chart > Messages > Patient Messages eXchange section. You will be able to see the Contact it was sent to, the mode of the notifcation (Cell, Text; Email; etc.), the message details, the Purpose, and the Sent and Delivery dates.
