Appointment messages are sent from the Appointment book, however the templates are setup in the Mail Merge page

Where to find Mail Merge page

Setup Appointment Arrival SMS Template

The Send SMS on Patient Arrival General Setting must be activated 

1. Mail Merge Category: Appointments
   
2. Select Patient Arrival
   
3. Click the edit icon to create the template 
1. Enter details of the template
   
2. Add field
    
   
3. File > Save > Exit
   
   

Setup New Patient Registration SMS Template

1. The Send SMS on Patient Registration General Setting must be activated
2. Ensure the New Patient Status is used in Appointment Book
   

1. Mail Merge Category: Patients
   
2. Show Types for Location: Select the Location (if applicable).
   
3. Types: Select Patient Registration
   
4. SMS Template:
   
1. Click the edit icon
   
   
5. Design the New Patient SMS template:
   
1. Mail Merge > Add Fields
   
2. File > Save > Exit
   
   

Setup Appointment Scheduled SMS Template

The Send SMS on Appointment Scheduling General Setting must be activated 

1. Mail Merge Category: Appointments
   
2. Select Appointment Schedule or if this does not exist...
   
1. Click SET and enter the name 
   
2. Highlight the new set, click Type and enter the name Appointment Schedule
   
3. Click the edit icon to create the template 
1. Enter details of the template. Add input fields using the Add Field menu
   
   
2. Go to File menu >Save and Exit
   

Setup Manual Appointment Reminder SMS Template

The "Use templates for Appointment Reminders" General Setting must be activated 

1. Mail Merge Category: Appointments 
   
2. Select Appointment Reminders
   
3. Click Type > Enter Type name, e.g. Appt Reminder
   
4. Click the Edit icon against SMS Template 
1. In the Mail Merge tab, enter the reminder template details
   
2. Add input fields using the Add Field menu
   
   
3. Go to File menu > Save > Exit
   
5. Within Use for Providers section
   
1. Type is Default: Place a tick if this Type is the default type for all providers (optional)
   
2. Add: Click the Add icon to select the Providers this type is to be used for
   
6. 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

Setup Patient Check Out SMS template

The Send SMS on Patient Check Out General Setting must be activated 

1. Mail Merge Category: Appointments
   
2. Select Patient Checkout
   
3. Click the edit icon to create the template 
1. Enter details of the template
   
2. Add field
   
   
3. File > Save > Exit