1. Once you have the correct permissions go to the main menu and visit Settings -> Connect.

Step 1: Accessing and Creating a Message Template

1. Now back on the main menu select Schedule -> Reminder Calls -> Message Templates.

Step 2: Creating a Text Reminder Translation 

1. On the left of this modal are fully built templates that are ready to use. You may insert these templates and edit them as necessary. 2. In the middle are the substitution values available for you to build your own template. These values will auto-populate the associated field based on the patient's case and appointment. 3. On the right is your current message text. You can customize this text by free-typing data, then clicking on a substitution value whenever it is needed. This is a text message so we want it short and it’s purpose clear.

5. Now select the “save” button to create our first message translation for our Message Template.

Step 3: Creating a Reminder Call (Voice) Translation

1. Notice on the left that our translations list has a new value reading “text-english”. This is the translation template we just created. You will also need to create a voice translation type for the same message template to support voice reminders. Click the "New Translation” button

2. Click new translation and Select "Voice" For the Translation Type. Several additional fields will be displayed.

4. Voice gives us several options for computer generated voices. These voices are different depending on which language you choose and will better interpret the written text associated to the language. Select one of the options and click the play icon to listen to a voice sample.

5. Answering machine detection asks the system to automatically detect if a human or machine answers the phone. While it might be helpful for reporting and ensuring voicemails are left more accurately, it can delay the message for listeners who answer the phone and may cause some confusion.

6. Create the message that will be deliver to the patient for your reminder call template

7. Check the “Request Confirmation," this will allow notify the patient to confirm their appointment. Additional fields will display. These fields are best left unaltered unless they are being translated to a different language.

10. With this new voice option customized select the save button to add it to our list of translations.

Step 4: New Patient Translation

At this point the message template is ready for use in most cases. We have an English translation voice and text option. However, if we want our reminders to share additional information for a patient's first visit. You may do so, by creating a new translation.

The system defines a new patient based on if the "New" box is checked on the appointment book. This will allow the system to distinguish patient's who are being seen for the first time.

(Please refer to photo on the bottom)

Subscribing a Patient to Calls and Text Reminders

If you used reminder calls previously with one of our partners you should notice the reminder calls subscription is now stored on the phone number and not on the patient record. Patients who were previously subscribed have had their subscriptions carried into this new location.

Manually Sending Reminders

1. If you choose not to automate your reminders, users will be able to manually send out reminder under Schedule->Reminder Calls->Reminder Calls.
2.  Select the appropriate filters, the date range will automatically generate for the next day by default.

Automating Reminders (Global Setup)

1. If you choose to opt-in for automated reminders, users will be able to enable automated reminders under Settings->Connect. *This is a global setting and will effect all facilities if more than one facility is listed. 2. Check "Automate Reminders" 3. Once Automate Reminders is checked, a new box will appear and users can set up which message template to send and the reminder times.

Automating Reminders by Facility

This setting is for clients that have multiple facilities, but would like to send automated reminders at separate times that differ for each Facility. 1. This can be enabled under List->Facilities->Click on the facility you would like to enable automated reminders. 2. Find and click the Setting tab on left 3. Check "Automate Reminders" and a new box will display. Set your message template and reminder times.

Reminder Call Log

The status for each reminder can be seen under the Reminder Call Log. 1. This is found under Schedule->Reminder Calls->Reminder Call Log.

TERMS OF SERVICE

Client Reminder Terms of Service

By agreeing to receive reminder text or reminder phone calls you agree to the following terms and conditions. Communication/s shall refer to an automated computer-generated voice call, an automated SMS text message, or both as requested by the subscriber. Subscriber shall refer to you, the patient or guardian whose phone number is provided on the subscriber agreement form. Sender shall refer to the practice or organization rendering services and/or scheduling appointments for the subscriber. Host shall refer to Eazy Application Systems Inc and its partners and affiliates.

1. Subscriber liability. The Subscriber will receive one or more communication/s from the sender. The Subscriber is responsible for all fees, charges, or service agreements with their own carrier and the Sender and Host accept no liability or responsibility of such fees. Contact your phone service provider for more details on how Communication/s may affect your bill. The subscriber also attests the phone number given belongs to them and that they have the right to agree to these terms for the given phone number.
2. Subscriber consent. The Subscriber may opt out at any time by directly contacting the Sender or replying "Stop" to a communication/s. The subscriber may restore reminders by sending "unstop" to the same number and contacting the sender to agree to a new consent.
3. Reminder purpose. The Subscriber will receive Communication/s concerning scheduled appointments in the form of reminders of upcoming appointments, cancellation of appointments, or rescheduling of appointments.
4. Subscriber privacy. Neither Sender nor Host shall sell, give, nor exchange any communication/s nor communication method (phone number) to any third party without a separate and express consent.
5. Subscriber responsibility. The subscriber is responsible for on time presentation for their appointment. Communication/s are not guaranteed to be sent by the Sender nor Host. Subscriber may be subject to fees for cancellations, tardiness, or absence if Communication/s are not sent/received. See your Sender's policies for details.
6. Sender responsibility. Sender is responsible for initiating Communication's and may only include communications related to an appearance at or scheduling of an appointment. If you receive a communication not related directly to scheduling, uses excessive communication, or was not consented to please send the name of the practice, an example of the message, and a brief description of your concern to support@quickemr.com.
7. Service availability. Neither host nor Sender guarantee these services continued existence nor usage. The service may be terminated at any time without warning.
8. TOS Updates. Updates to this document may occur at any time without notice.

PATIENT REMINDER TERMS OF SERVICE

1. Subscriber liability. The Subscriber will receive one or more communication/s from the sender. The Subscriber is responsible for all fees, charges, or service agreements with their own carrier and the Sender and Host accept no liability or responsibility of such fees. Contact your phone service provider for more details on how Communication/s may affect your bill. The subscriber also attests the phone number given belongs to them and that they have the right to agree to these terms for the given phone number.
2. Subscriber consent. The Subscriber may opt out at any time by directly contacting the Sender or replying "Stop" to a communication/s. The subscriber may restore reminders by sending "unstop" to the same number and contacting the sender to agree to a new consent.
3. Reminder purpose. The Subscriber will receive Communication/s concerning scheduled appointments in the form of reminders of upcoming appointments, cancellation of appointments, or rescheduling of appointments.
4. Subscriber privacy. Neither Sender nor Host shall sell, give, nor exchange any communication/s nor communication method (phone number) to any third party without a separate and express consent.
5. Subscriber responsibility. The subscriber is responsible for on time presentation for their appointment. Communication/s are not guaranteed to be sent by the Sender nor Host. Subscriber may be subject to fees for cancellations, tardiness, or absence if Communication/s are not sent/received. See your Sender's policies for details.
6. Sender responsibility. Sender is responsible for initiating Communication's and may only include communications related to an appearance at or scheduling of an appointment. If you receive a communication not related directly to scheduling, uses excessive communication, or was not consented to please send the name of the practice, an example of the message, and a brief description of your concern to support@quickemr.com.
7. Service availability. Neither host nor Sender guarantee these services continued existence nor usage. The service may be terminated at any time without warning.
8. TOS Updates. Updates to this document may occur at any time without notice.