Reminders: Difference between revisions
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= Reminders = | = Reminders = | ||
== Automatic Reminders == | == Automatic SMS Reminders == | ||
1) Whilst on the diary, click the Diary management button and then Appointment Reminders button on the left. | |||
[[File:Reminders .png]] | |||
2) Click the "?" in the top right, then click Automated Reminders Setup | |||
[[File:Automated reminders1.png]] | |||
3) Simply fill out the form, then Pearl will start sending your automated SMS reminders when you have specified | |||
[[File:Automated reminders2.png|583x583px]] | |||
== How to manually send a reminder? == | == How to manually send a reminder? == | ||
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*Icons missing: you haven't got these means recorded | *Icons missing: you haven't got these means recorded | ||
4)To send the reminders click on the appropriate button for what means you would like to send through. (make sure your [[Templates]] are set up before you send) | 4)To send the reminders click on the appropriate button for what means you would like to send through. (make sure your [[Templates]] are set up before you send) | ||
[[File:Reminders 3.png]] | |||
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Revision as of 13:47, 31 August 2022
Reminders
Automatic SMS Reminders
1) Whilst on the diary, click the Diary management button and then Appointment Reminders button on the left.
2) Click the "?" in the top right, then click Automated Reminders Setup
3) Simply fill out the form, then Pearl will start sending your automated SMS reminders when you have specified
How to manually send a reminder?
1) Whilst on the diary, click the Diary management button and then Appointment Reminders button on the left.
2) On the appointment reminder window select from a range of practitioners you want to remind for and select the date range you want to remind patients of their appointments for or enter a range manually.
3) Also you can see by what means the patient can be reminded through:
- Icons in grey: they can be contacted on these means
- Icons in red: they cant be contacted on these means
- Icons missing: you haven't got these means recorded
4)To send the reminders click on the appropriate button for what means you would like to send through. (make sure your Templates are set up before you send)
