TEXT AND AUTOMATED CALLS
The Text Module and or Automated Call options must be enabled. Contact Sales or Customer Service to activate these features.
When these options have been enabled you will see them in the patient Default Reminder drop down options.
Text - You will access the Text option by going to the Home Page, Communications, Text link. Set up for Text is under Settings, General, System, Email & Reminders.
Automated Calls - Set up for Text is under Settings, General, System, Email & Reminders.
1. Setting the System Default
a. Go to Settings>General>System>Scheduling - Scheduling section.
b. Default Patient Reminder field: Make a selection from the drop-down menu.
c. Scroll to the bottom of the page and Save.
TIPS:
You are able to override the system default in several ways.
a. Open Patient Profile, General page "Default Reminder" field and making a selection.
b. Override the default reminder that is set in the Patients Profile Default Reminder field when booking an appointment from the appointment booking popup "Patient Reminder field".
2. Email & Notification Reminder Content
There are 2 places you can edit the content that is populated to the appointment email reminders.
a. Go to Settings>General>System>Email & Reminders>Appointment Emails section.
The content you enter in here will populate to both the patient Email Reminder and the Notification.
Examples of content: Your cancellation policy, clinic hours, directions, parking details, promotions, discounts, indicate new staff or products & services you offer etc. This information populates to both the patient Email Reminder and the Notification.
NOTE:
Juvonno automatically populates the appointment date, time and name of practitioner within Reminders and Notifications. The Patient Name is not populated for privacy reasons.
1 Location: If you have 1 location this is the only place you need to enter custom content.
More than 1 Location: If you have more than 1 location and want to provide different email content based on the location, in this section you will add the {cliniccontent} tag and will only insert the standard email content that applies to all locations.
Example: We are closed on December 25th and January 1st.
Then you go to Settings>Clinics>Email Content and add specific details related only to this location. If you have followed the above directions and added the {cliniccontent} tag then the system will automatically populate the specific location content based on the location the patient is booked in.
Examples of content : Your cancellation policy, clinic hours, directions, parking details, promotions, discounts, indicate new staff or products & services you offer etc. This information populate to both the patient Email Reminder and the Notification.
The notification must be set to send by going to Setting>General>System>Scheduling>Appointment Emails section>Standard Booking - Patient Booking Notifications.
3. Select Clinic & Patient Emails & Notifications
a. Go to Setting>General>System>Scheduling.
b. Scroll down to the Appointment Emails Section.
c. Select which Notifications you want to receive and send for the Portal and Standard Booking.
d. When finished, scroll to the bottom of the page and Save.
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