General Automation
Setup & Manage Automated Queries in D4W
Listed below are instructions on how to setup automated birthday messages and how to temporarily stop or resume sending queries via Automation. Set Up Automated Birthday Messages via Queries The below instructions are on how to set up automated ...
Setup & Manage Automated Recalls in D4W
Listed below are instructions on booking in a Recalls automation conversion, how to temporarily stop recalls from running and then how to resume again and managing processed batches for multi-location practices. Book Recall Automation Conversion ...
Setup & Manage Automated Appointments in D4W
Below is how to setup and send various messages using Automation. Setup and Send Automated Patient Check Out SMS The patient will receive an SMS when they are marked as Checked Out in the Appointment Book. Practices can insert their feedback survey ...
Setup & Manage Automation Batches in D4W
Listed below is create automation batches per location, view completed batches, simulate a batch, manage upcoming batches, delete a batch and managing processed batches. Create Automation Batches Per Location Automation batches can be separated by ...
Why Switch to Automation in D4W
Listed is what the benefits are of switching to Automation. Why Switch to Automation Automation allows Appointment reminders, Recalls reminders, Queries or promotion communication and Debtors reminders to be sent out automatically on a set schedule ...