Monday, May 20, 2013

E-mail Reminders!

Tired of calling your patients to remind them about their appointments? If so, then the Confirm Appointments Via E-mail feature might interest you! Rexpert can send e-mail messages, asking your patients to confirm their upcoming appointments. And it's simple!

Access the Confirm Appointments screen by selecting Scheduling > Confirm Appointments:



Enter the date range of the appointments you wish to confirm. This Rexpert screen lists the names of the patients along with their future appointment dates. To send out a confirmation e-mail, simply select the Confirm Via E-mail button.

Note: If an e-mail address has not been entered in the patient's Account, the button will not be sensitive.



No typing is necessary; the e-mail will be sent out automatically. This is a sample of the e-mail your patients will receive:


Before you can use this feature, some set-up is necessary:
  1. Update your "emailConfirmAppts" document template to be sure the wording is what you want and that your practice logo is included.
  2. Update your locations with a special Billing Number entry so that when your patients click on the "Confirm My Appointment" button in their reminder e-mails, the web page to which they are directed will contain a Google Map focused on the appointment location.
  3. Send us your practice logo (or find a free one at http://all-free-download.com/free-vector/medical-logo.html or http://www.pdclipart.org/thumbnails.php?album=72 or http://www.wpclipart.com/medical/) so that we can put it on the website to which patients are directed.
  4. Make sure your practice has an e-mail address entered and that someone in your office is assigned to monitor this e-mail account daily.
  5. Start entering e-mail addresses in Account Registration.


It will probably be easier to send us an e-mail via the Feedback Button to let us know you want to give this a try: we can quickly do most of this setup for you.


Once the confirmation e-mail has been sent, a record of that e-mail will be noted in two places: 1) the Remark section of the Confirm Appointments page.


2) Under the patient's Appointment Information in the scheduler. (Access this information by going to the scheduler and double-clicking the appointment in question.)

Voila! You're all finished!

Do you find that e-mailing patients leads to better results than calling them? Which option do you find easier when confirming patients? Let us know in the comment section below!

 Contributors: Kylie McKenzie Soder and Christine Parker

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