Define eMail Reminder Scripts

Location: Admin

This function lets you define your own library of email reminder scripts.

To add your own Email script(s) for reminders:

1.Click MENU > Admin > Reminders > Scripts.

2.Click New.

3.Click ADD EMAIL SCRIPT.

4.Enter the Script Name.

5.If this is to be your default email script, select the Default checkbox.

6.Click the Add Image area to select an image to display in the email reminder. (optional)

7.Enter Additional Header Text to display below the image and above the practice name and address (e.g. doctor names). Use the Text Editing Tools to format the text. (optional)

8.The Subject line in the email reminder is always: Upcoming Appointment Reminder.

9.In the Message box, compose the reminder message.

•Use variables to insert patient specific or practice information.

•Use the Text Editing Tools to format the text.

•The following buttons are automatically added to the template: Save to Calendar, Confirm, Cancel.

•The Facebook button is automatically added if the URL is specified in Practice Information.

•The Twitter button is automatically added if the URL is specified in Practice Information.

•The practice name, address, and website URL are automatically added if specified in Practice Information.

10.To see a preview of your reminder, click PREVIEW EMAIL.

11.Click Save.

12.To use your own reminders scripts, go to Admin > Scheduling > Appt Types to change the script to use for each of your appointment types, as needed.

Inactivate Script

To inactivate a reminder script:

1.Click MENU > Admin > Reminders

2.If the script is in any of your Scheduling Appt Type settings, replace it with a different script.

3.Next, click the Scripts tab.

4.Select the script to inactivate.

5.Uncheck Active.

6.Click Save.

Appointment Script Variables

[fullname] - The patient's first and last name

[firstname] - The patient's first name

[lastname] - The patient's last name

[date] - The date of the appointment

[time] - The time of the appointment

[type] - The type of the appointment (i.e. description)

[location] - The location name of the appointment (only available if your account is configured for locations)

[address] - The address of the location or practice (only available if your account is configured for locations)

[with] - The calendar the appointment appears on

[practicename] - The name of the practice

[practicephone] - The practice telephone number

Required Variables

•[fullname] or [firstname] or [lastname]

•[date]