SMS Appointment Reminders/Notifications in D4Web

These Notification instruction are for those who use SMS service but not via Automated  batches

There are two methods to send appointment reminders via SMS and E-mail.

1. Batch Message: Use this method to send to multiple patients for a date range. 
   
2. Single Message: Use this method to send to only one patient
   

Send Batch Appointment Reminders and/or Notifications

1. Click the navigation menu > Appointments > Send Appointment Messages
   
1. Date Range: Select the date of appointments to send reminder
   
2. Method: Select from SMS and E-mail; they must be completed separately
   
3. Message Type: Select from
   
1. Appointment Reminder: Used to seek confirmation of the appointment
   
2. Appointment Notification: Generally used for non-confirmation messages
   
4. Show types for Location: Select the location or Any Location (if applicable)
   
5. Appointment Books: Select the books to send the message to
   
6. Click OK
   
2. Individual messages can be edited before sending:
   
1. Click the Edit button found in the Edit column 
   
2. Make changes
   
3. Click OK
   
   
4. Click SELECT READY
   
5. Click SEND
   

Send single Appointment Reminders and/or Notifications

1. Click the navigation menu > Appointments > Right click on Appointment 
   
2. Send Reminder by SMS or Send Reminder by E-mail
   
   
3. Message Type: Select from
   
1. None: Select to create a new message, not using a template
   
2. Appointment Reminder: Used to seek confirmation of the appointment
   
3. Mark Using # Status: Select if the appointment should be marked with an appointment status after sending
   
4. Click Send
   

If you need help setting up Set Patient Preferred Contact Method for Appointment Reminders, checkout the Patient Communication article for instruction (link coming soon)

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