Setup & Manage Appointment SMS in Dental4Windows

Listed below is how to Setup manual Appointment reminder SMS/email, Appointments Scheduled SMS and Appointment Arrival SMS templates.

Setup Manual Appointment Reminder SMS/E-mail Template

With the setting to Use templates for Manual Appointment SMS / email notifications and Reminders, setup the SMS and E-mail template per the below instructions. 

1. Go to Debtors & Marketing > Mail Merge Setup tab
2. Mail Merge Category: Appointments 
1. Select Appointment Reminders
2. Click Type > Enter Type name, e.g. Reminder for All Providers
3. Click the Edit icon against SMS and E-mail Template 
1. Enter the reminder template. Add input fields using the Insert menu
   
   
2. Go to Template menu > Update > Template menu > Exit
4. Within Use for Providers section
1. Type is Default: Place a tick if this Type is the default type (optional)
2. Add: Click the Add icon  to select the Providers this type is to be used for
5. Repeat steps to add more reminder types (if applicable)

Example of multiple Appointment Reminder Types - Individual Providers

Example of one Appointment Reminder Type - All Providers

Patient Communication

Setup Appointment Scheduled SMS Template

With the Send SMS on Appointment Scheduling feature activated, setup the message that will be sent. 

1. Go to Debtors & Marketing > Mail Merge tab
1. Mail Merge Category: Appointments
2. Select Appointment Scheduling
3. Click the edit icon to create the template 
1. Enter details of the template. Add input fields using the Insert menu.
2. Go to Template menu > Update > Template menu > Exit
   
   

Setup Appointment Arrival SMS Template

With Send SMS on Patient Arrival setting activated setup the message that will be sent. 

1. Go to Debtors & Marketing > Mail Merge tab
   
1. Mail Merge Category: Appointments
2. Select Patient Arrival
   
3. Click the edit icon to create the template 
   
1. Enter details of the template. Add input fields using the Insert menu.
2. Go to Template menu > Update > Template menu > Exit
   

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