Define Human Voice Reminder Scripts

Location: Admin

 

This function lets you define your own library of human voice reminder scripts. There is an additional charge for this service. See details below.

 

You need Admin privileges to complete this function.

 

To add your own Voice template(s) for reminders:

1.Click MENU > Admin > Reminders > Scripts.

2.Click New.

3.Click ADD HUMAN VOICE  SCRIPT.

4.Enter the Script Name.

5.In the Message box, compose the reminder message:

Use variables to insert patient specific or practice information.

The following statement is automatically added to your message: Press 1 to confirm the appointment or 2 to cancel.

For example: [fullname] has an appointment on [date] at [time] with the [practicename] office. If you have any questions, please call [practicephone].

6.Click Save.

7.The following message pops up to remind you that extra charges apply to customize human voice scripts. Click No to cancel. Click Yes to continue.

8.Once your customize script is completed, go to Admin > Scheduling > Appt Types to change the script to use for each of your appointment types, as needed.

 

                    

 

7.If this is to be your default voice script for a home phone, select the checkbox for Default home phone script.

8.If this is to be your default voice script for a cell phone, select the checkbox for Default cell phone script.

9.To hear a preview of your reminder, enter a telephone number where you can be reached without going through a receptionist or automated call routing system (e.g. cell phone) then click PREVIEW.

10.Click Save.

 

Inactivate Script

To inactivate a reminder script:

1.Click MENU > Admin > Reminders

2.If the template is in any of your Reminder rules, replace it with a different script.

3.Next, click the Scripts tab.

4.Select the template to inactivate.

5.Uncheck Active.

6.Click Save.

 

 

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)  Note: Take caution with using this variable if you have any appointment types that are privacy sensitive (e.g. HIV follow-up).

[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

[firstname]

[date]