Today's Appointment Reminders
In this document you can:
Create a Template for SMS Reminders for Today's Appointments
If you need to contact your patients for appointments on the current day, for example when a clinic needs to be cancelled at short notice, you can now send your patient an SMS. To do this:
- From Vision+ - Practice Reports, select Appointments:
- Select SMS Merge Template
.
- The Appointment SMS Merge Templates screen displays:
- Select SMS
.
- Add a Name for example 'Today':
- Add in the text of your message, and consider the merge fields available in Add Mail Merge Field, which are:
- Date
- Time
- Staff Name
- Notes Kept At
- Title
- Surname
- Forename
- DOB
- Cancel Appointment
- Select OK.
Create a Today Appointment Search Filter
To create a filter to search for today's appointments:
- From Vision+ - Practice Reports, select Appointments:
- Select All.
- Find the Days in the Future column, click the filter
on the column header.
- Select 0 and click Save
.
- Create a File Name for example "Today" and Save:
Run Appointment Reminders for Today
To run appointment reminders for today:
- From Vision+Practice Reports, select Appointments:
- Select Today:
- Select patients (by ticking SMS column) you want to send reminders to:
- Select "Today" or similar named template from Please select an SMS message template.
- Select SMS Message in the Send SMS message section of the toolbar
.
Note - You can track the SMS reminders that have been sent to patients in Sent SMS Messages. It gives you a full audit of what was sent, the status and type of message and if the patient has replied. See Appointment SMS Text Message Reports for more information.
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