Updating Existing SMS Templates

If you need to update existing SMS templates to include required cancellation and new merge fields:

1. Right click on Vision+ and select Practice Reports.
2. Select Appointments:

   

3. Select SMS Merge Templates .
4. The Appointment SMS Merge Templates screen displays. Highlight the template you want to update and select Edit :

   

5. Update the global message you want your patients to receive.
6. Select OK.

   Remember within Add Mail Merge Field you have the following additional merge fields:

   • Notes Kept At (is the appointment at the main site or the branch site)
   • Title
   • Surname
   • Forename
   • DOB
   • Staff Name (the name of the member of staff they are seeing)
   • Cancel Appointment
     Note - The Cancel Appointment Merge field brings across the global practice message you have set in Settings - SMS Replies - Cancel Appointment Detail. Within the background of the merge field is a response code unique to the patient which is automatically generated as part of the SMS.

The appointment SMS reminders are generated as before.

• The patient receives an SMS appointment reminder, and can reply to it and cancel their appointment if they cannot attend.
• A message is sent back in the Appointments system.
• A confirmation text is sent back to the patient once the appointment is cancelled: