Automating Appointment SMS Reminders

From the Appointment screen you can setup automated daily Appointment SMS reminders. To do this:

1. From the Windows Notification Area, right click Vision+  and select Practice Reports:

   

2. The Vision+ Practice Reports module opens by default on the QOF/QAIF page, select Appointments from the main menu:

   

3. Select SMS Daily Schedule .
4. The Appointment SMS Daily Schedule screen displays and lists any existing scheduled events, select Daily Schedule:

   

5. Select your saved appointment search and template from the list available:

   

   Please note the following:

   • Please ensure your searches are setup correctly and you have considered appointments that may not be suitable for SMS reminders, for example, appointment slots that are used for messages.
   • There is no limit to the number of daily schedules you can create. Examples include setting up a daily schedule for patients at a branch site as well as patients at the main site. This is easily achieved by setting up different Appointment Searches and Templates. However, consideration is required when creating your searches so patients are not sent multiple appointment reminders for the same appointment time.
   • The Appointment SMS schedule sends reminders every day so patients with appointments on a Monday are sent a reminder on Sunday if you have a search setup to send reminders for the next day.
   • You can setup different Appointment Search Filters that use the same template.
   • You cannot setup the same Appointment Search Filter and template twice. A message displays stating 'Duplicate Daily Schedule Exists'.
6. Select OK and the scheduled search saves within Daily Schedules.

View the following video to see how to set up a daily schedule for your appointment reminders: