Intellect™
TASK APPOINTMENT TEXT MESSAGE
Text message appointment reminders may be set for automation. For example, text message 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 text message appointment reminder, however, to modify how the text message 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. Select the one for scheduling email messages: TASK_APP_REMINDER_EMAIL. Note: NEVER change the task_name.
• The Parameter field displays the Task Parameters. Edit the parameters as needed. Do Not Modify the APPOINTMENT_SEQUENCE parameters. Descriptions for the Text Message 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 "".
|
Task Parameter |
Required Y/N |
Notes |
|
<parameter name="FROM_DATE"value="TODAY+0"/> |
Y |
The value "TODAY+0" means send a Text Message 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. |
|
<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. |
|
<parameter name="DOCTOR_CODE"value=""/> |
N |
Leave unchanged to send Text messages for all Providers or enter a Utility --►Provider --►Provider <Provider Code>. Multiple values separated by commas may be entered. |
|
<parameter name="APPOINTMENT_TYPE"value=""/> |
N |
Leave unchanged to send Text messages for all Appointment types or enter a Utility --►Set Up --►Appointment --►Appointment Type <Appointment Type>. Multiple values separated by commas may be entered. |
|
<parameter name="REMIND_METHOD"value="SMS"/> |
Y |
Modify this parameter if needed -- the REMIND METHOD should be either SMS or EMAIL. |
|
<parameter name="APPOINTMENT _SEQUENCE"value=""/> |
N |
Do Not Modify This Parameter |
|
<parameter name="MAX_MINTS_BEFOR_APP"value="120"/> |
|
The value "120" indicates that a text message appointment reminder message should be sent to the patient no more than 2 hours (120 minutes) before the patients' appointment. |
|
<parameter name="MIN_MINTS_BEFOR_APP"value="60"/> |
|
The value "60" indicates that a text message appointment reminder message should be sent to the patient no less than 1 hours (60 minutes) before the patients' appointment. |
Note: Effective version 16.05.20, offices may have multiple customized text messages. For additional information, please contact PCS Support.