PATIENT MANAGEMENT PROGRAM
1.
Appointment Date Calendar
Click onto appointment dates on the calendar. You can select one or more dates for reminders.
Consider that you do not want the reminder sent too far in advance. Appointment dates selected
appear on the right of the calendar.
2.
Selection Filters
Checkmark option for patients that do and do not want email reminders. These fields are found in
Patient Information on the Billing tab tab.
3.
Load an email template *
Select a template to use from the drop down box. These should have been created in advance but if
not you may choose Edit or New to create the template now.
4.
Outgoing eMail Account *
Select an account from the drop down box. This needs to be set up in advance from the Utilities
menu, Email, Email Accounts Management.
5.
Subject *
Type a subject line for your email.
6.
Email Body Merge Area *
This section contains the message that will populate the body of your email. Red brackets indicate
merge fields. These fields will be populated with the patient’s information upon the receipt of the
email. Use the template provided (edited with your office details) or create your own using the
merge fields APPOINTMENTDOCTOR, APPOINTMENTDATE, APPOINTMENTTIME to signify the
appointment details.
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