General Settings for Group eServices in D4W

Find the General Settings via Location Setup > General tab > Group: eServices

General Settings

​ePayments: Allow REFUND of eAppt deposit from Appointment Book

Deposits created from eAppointments that have been booked can be refunded from the Appointment book. 

1. Go to Location Setup> General tab > Group: eServices
2. Allow REFUND of eAppt deposit from Appointment Book
1. Yes - refund can be completed while cancelling an eAppointment in Appointment Book
2. No - Refund can only be completed from Receipts tab

Setup Unsubscribe Feature

Under the Australian Spam Act, every commercial electronic message must contain a functional and legitimate 'unsubscribe' facility. This is an electronic address the recipient can use to tell the sender they do not wish to receive messages (amca.gov.au, 2015).

The purpose of this feature is to allow users to easily comply with the requirement of this act by including an unsubscribe link in messages which they deem to be a commercial electronic message (CEM).

With the Unsubscribe feature activated, when a patient replies 'STOP' to an SMS or e-mail, D4W/PSS will automatically mark their file as such, so they do not receive future communication. 

If a patient unsubscribed from Appointment Reminders, he/she will still receive Recall Reminders. 

Prerequisites

1. D4W/PSS must be on build 4394 or higher
1. Go to Help menu > About > See Build
2. Client must be on a current Support and Upgrade contract with Centaur
3. Either using Automation or Templates (see Use Templates for Manual Appointment SMS/Email Notifications and Reminders section) to send Reminders
   
4. Contact Centaur Support for back-end activation before proceeding below
   

Activate Feature

1. Go to Location Setup > General tab
   
2. Group: eServices
   
3. Allow Patients to Unsubscribe from E-mail and SMS: Yes                                             

Next, setup Security permissions (below) and see Add Unsubscribe Option to Templates section

Setup Security

To prevent employees from resubscribing a patient, put security on Access Resubscribe and select who has permission to do so. 

Setup Security Features in D4W

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