Intellect™
UTILITY MENU OPTIONS
Task Manager
Tasks for Twilio and Email
As of 06/28/2016, the following are examples of the default tasks via Twilio and Email.
Go to Utility --►Task Manager --►Modify
1. In the top box, use the scroll bar to find and select the TaskName TASK_APP_REMINDER with Daily in the Type column - see below:
2. Click in the box to the left of TASK_APP_REMINDER (indicated above) and type an 'M.' The parameters for TASK_APP_REMINDER display in the Parameter box (see list of parameters in step 3).
3. A task/parameter line needs to be added/verified in the Parameter box for the CALL_METHOD. Twilio may be used to either send a phone call to a patients' home/cell phone or a text to the patient's cell phone. As shown below, the tasks for both options are the same except for the CALL_METHOD (highlighted in yellow).
Task for Sending a Phone Call to a Patient's Home/Cell Phone:
<task task_name="APPOINTMENT_REMINDER" printer_name="HP" email_addresses="" fax_numbers="" secondry_printer="EXCEL" number_of_copies="1">
<parameter name="SCRIPT_NAME" value="SMS.1"/>
<parameter name="FROM_DATE" value="TODAY + 1"/>
<parameter name="TO_DATE" value="TODAY + 1"/>
<parameter name="MONDAY_FROM_DATE" value="TODAY + 1"/>
<parameter name="MONDAY_TO_DATE" value="TODAY + 1"/>
<parameter name="TUESDAY_FROM_DATE" value="TODAY + 1"/>
<parameter name="TUESDAY_TO_DATE" value="TODAY + 1"/>
<parameter name="WEDNESDAY_FROM_DATE" value="TODAY + 1"/>
<parameter name="WEDNESDAY_TO_DATE" value="TODAY + 1"/>
<parameter name="THURSDAY_FROM_DATE" value="TODAY + 1"/>
<parameter name="THURSDAY_TO_DATE" value="TODAY + 1"/>
<parameter name="FRIDAY_FROM_DATE" value="TODAY + 1"/>
<parameter name="FRIDAY_TO_DATE" value="TODAY + 1"/>
<parameter name="SATURDAY_FROM_DATE" value="TODAY + 1"/>
<parameter name="SATURDAY_TO_DATE" value="TODAY + 1"/>
<parameter name="SUNDAY_FROM_DATE" value="TODAY + 1"/>
<parameter name="SUNDAY_TO_DATE" value="TODAY + 1"/>
<parameter name="CALL_FROM_TIME_1" value="08:00 AM"/>
<parameter name="CALL_TO_TIME_1" value="06:00 PM"/>
<parameter name="CALL_FROM_TIME_2" value="08:00 AM"/>
<parameter name="CALL_TO_TIME_2" value="06:00 PM"/>
<parameter name="CALL_BEFOR_APPOINTMENT" value="10"/>
<parameter name="CALL_BUSY_TRY" value="3"/>
<parameter name="CALL_NO_ANSWER_TRY" value="3"/>
<parameter name="CALL_DAYS_OF_WEEK" value="Mon, Tue, Wed, Thr, Fri, Sat, Sun"/>
<parameter name="CALL_HOLIDAYS" value="01/01/2008"/>
<parameter name="DR_CODE" value=""/>
<parameter name="APPOINTMENT_TYPE" value=""/>
<parameter name="RECALL" value="N"/>
<parameter name="CALL_METHOD" value="TWILIO"/>
<parameter name="PHONE_TO_CALL" value="CELL_PHONE"/>
</task>
Task for Texting to a Patient's Cell Phone (SMS):
<task task_name="APPOINTMENT_REMINDER" printer_name="HP" email_addresses="" fax_numbers="" secondry_printer="EXCEL" number_of_copies="1">
<parameter name="SCRIPT_NAME" value="SMS.1"/>
<parameter name="FROM_DATE" value="TODAY + 1"/>
<parameter name="TO_DATE" value="TODAY + 1"/>
<parameter name="MONDAY_FROM_DATE" value="TODAY + 1"/>
<parameter name="MONDAY_TO_DATE" value="TODAY + 1"/>
<parameter name="TUESDAY_FROM_DATE" value="TODAY + 1"/>
<parameter name="TUESDAY_TO_DATE" value="TODAY + 1"/>
<parameter name="WEDNESDAY_FROM_DATE" value="TODAY + 1"/>
<parameter name="WEDNESDAY_TO_DATE" value="TODAY + 1"/>
<parameter name="THURSDAY_FROM_DATE" value="TODAY + 1"/>
<parameter name="THURSDAY_TO_DATE" value="TODAY + 1"/>
<parameter name="FRIDAY_FROM_DATE" value="TODAY + 1"/>
<parameter name="FRIDAY_TO_DATE" value="TODAY + 1"/>
<parameter name="SATURDAY_FROM_DATE" value="TODAY + 1"/>
<parameter name="SATURDAY_TO_DATE" value="TODAY + 1"/>
<parameter name="SUNDAY_FROM_DATE" value="TODAY + 1"/>
<parameter name="SUNDAY_TO_DATE" value="TODAY + 1"/>
<parameter name="CALL_FROM_TIME_1" value="08:00 AM"/>
<parameter name="CALL_TO_TIME_1" value="06:00 PM"/>
<parameter name="CALL_FROM_TIME_2" value="08:00 AM"/>
<parameter name="CALL_TO_TIME_2" value="06:00 PM"/>
<parameter name="CALL_BEFOR_APPOINTMENT" value="10"/>
<parameter name="CALL_BUSY_TRY" value="3"/>
<parameter name="CALL_NO_ANSWER_TRY" value="3"/>
<parameter name="CALL_DAYS_OF_WEEK" value="Mon, Tue, Wed, Thr, Fri, Sat, Sun"/>
<parameter name="CALL_HOLIDAYS" value="01/01/2008"/>
<parameter name="DR_CODE" value=""/>
<parameter name="APPOINTMENT_TYPE" value=""/>
<parameter name="RECALL" value="N"/>
<parameter name="CALL_METHOD" value="TWILIO_SMS"/>
<parameter name="PHONE_TO_CALL" value="CELL_PHONE"/>
</task>
Go to Utility --►Task Manager --►Modify
1. In the top box, use the scroll bar to find and select the TaskName TASK_APP_REMINDER_EMAIL with the Daily Type – see below:
2. Click in the box to the left of TASK_APP_REMINDER_EMAIL (indicated above), type a capital ‘M,’ and press [Enter]. The parameters for TASK_APP_REMINDER_EMAIL display in the Parameter box (see list in step 4 below).
3. A task/parameter line needs to be added/verified for the REMIND_METHOD. Intellect's Email option may be used to send an email to a patient, send an email with confirmation to a patient, or to send a text to a patient's cell phone via an email. As shown below, the tasks for all options are the same except for the REMIND_METHOD (highlighted in yellow).
4. In the Parameter box, verify that the line that reads <parameter name="REMIND_METHOD” value... indicates the correct email usage. For example, change "EMAIL" to "EMAIL_SMS" to send a text to a patient's cell phone via an email. See samples below:
<task task_name="ELECTRONIC_APPOINTMENT_REMINDER" printer_name="HP" email_addresses="" fax_numbers="" secondry_printer="EXCEL" number_of_copies="1">
<parameter name="FROM_DATE" value="TODAY + 1" />
<parameter name="TO_DATE" value="TODAY + 2" />
<parameter name="DOCTOR_CODE" value="" />
<parameter name="APPOINTMENT_TYPE" value="" />
<parameter name="REMIND_METHOD" value="EMAIL" />
<parameter name="APPOINTMENT_SEQUENCE" value="" />
<parameter name="RECALL" value="N"/>
</task>
Task for Sending an Email with Confirmation (HTML):
<task task_name="ELECTRONIC_APPOINTMENT_REMINDER" printer_name="HP" email_addresses="" fax_numbers="" secondry_printer="EXCEL" number_of_copies="1">
<parameter name="FROM_DATE" value="TODAY + 1" />
<parameter name="TO_DATE" value="TODAY + 2" />
<parameter name="DOCTOR_CODE" value="" />
<parameter name="APPOINTMENT_TYPE" value="" />
<parameter name="REMIND_METHOD" value="EMAIL_HTML" />
<parameter name="APPOINTMENT_SEQUENCE" value="" />
<parameter name="RECALL" value="N"/>
</task>
Task for Sending a Text to a Patient's Cell Phone via Email (SMS):
<task task_name="ELECTRONIC_APPOINTMENT_REMINDER" printer_name="HP" email_addresses="" fax_numbers="" secondry_printer="EXCEL" number_of_copies="1">
<parameter name="FROM_DATE" value="TODAY + 1" />
<parameter name="TO_DATE" value="TODAY + 2" />
<parameter name="DOCTOR_CODE" value="" />
<parameter name="APPOINTMENT_TYPE" value="" />
<parameter name="REMIND_METHOD" value="EMAIL_SMS" />
<parameter name="APPOINTMENT_SEQUENCE" value="" />
<parameter name="RECALL" value="N"/>
</task>