Intellect™
TASK APPOINTMENT EMAIL
See Email Appointment Reminder without Confirmation.
Email appointment reminders may be set for automation. For example, email appointment reminders may be scheduled to be sent to patients 24- or 48-hours in advance of their appointments.
Prime Clinical should already have set up the email appointment reminder; however, to modify how the email appointment reminder is set up, complete these steps:
• Go to Utility --►Task Manager --►Modify to display the Modify Task Manager screen.
• Scroll down through the TaskName list to find the appropriate Task. The TaskName should begin with TASK_APP_REMINDER. Note: There may be more than one TaskName starting with TASK_APP_REMINDER. One may be used for scheduling email messages with or without the patient confirmation option (TASK_APP_REMINDER_EMAIL), one may be used for text messages (TASK_APP_REMINDER_SMS or _TEXT), and one may be on a different time schedule. Note: NEVER change the task_name.
• The <Parameter> field displays the task parameters. Edit the parameters as needed. Do Not Modify the REMIND_METHOD and APPOINTMENT_SEQUENCE parameters. Descriptions for the Email parameters are given below.
• After making changes, click on the [Apply Changes] button.
Note: NEVER change the task_name.
When entering values, place them between the quotation marks" ".
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Tasks |
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TASK_APP_REMINDER_EMAIL |
There is no corresponding screen for this task. |
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Task Parameter |
Required Y/N |
Notes |
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<parameter name="FROM_DATE" value="TODAY + 0"/> |
Y |
The value "TODAY + 0" means send Email for patients scheduled for today that meet the following parameters. Change the numeric value to indicate how many days from today to start. For example, "TODAY + 1" means starting tomorrow. |
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<parameter name="TO_DATE" value="TODAY + 1 "/> |
Y |
Enter the value for the last day to include. It is recommended for this to equal the "FROM_DATE" so only one day at a time is sent. |
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<parameter name="DOCTOR_CODE" value=""/> |
N |
Leave unchanged to send Email for all Providers or enter a Utility --►Provider <Provider Code>. Multiple values separated by commas may be entered. |
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<parameter name="APPOINTMENT_TYPE" value=""/> |
N |
Leave unchanged to send Email for all Appointment Types or enter a Utility --►Set Up --►Appointment --►Appointment Type <Appointment Type>. Multiple values separated by commas may be entered. |
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<parameter name="REMIND_METHOD" value="EMAIL"/> |
Y |
Do Not Modify This Parameter |
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<parameter name="APPOINTMENT_SEQUENCE" value=""/> |
N |
Do Not Modify This Parameter |
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<parameter name="MAX_MINTS_BEFOR_APP"value="120"/> |
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The value "120" indicates that an email appointment reminder message should be sent to the patient no more than 2 hours (120 minutes) before the patients' appointment. |
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<parameter name="MIN_MINTS_BEFOR_APP"value="60"/> |
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The value "60" indicates that an email appointment reminder message should be sent to the patient no less than 1 hour (60 minutes) before the patients' appointment. |
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