From Dentalore Cloud System user has the ability to configure many different rules that automatically manages the sending of messages (SMS and/or Email) to providers upon configured settings.
Configure an Automatic Rule for Provider’s Work List
- Press your name at the top right side of the screen and Select Settings.
- Expand the “Messaging” menu and Select “Automatic Messages”.
- Automatic Messages main page opens displaying all of the defined automatic rules and an “Add” button to add new automatic rule.
>> For more information about messages main page and data displayed in it, Check: Automatic Messages Main Page. - Press “Add” button.
- New Page “Add Automatic Message” opens.
Create Work List Automatic Rule
Fill in the the following fields:
- Title: Is the Name for the new created rule.
– For Ex.: Provider’s Work List - Active: Is a check box that’s ticked by default which means that this rule can be used to send messages.
- To: Is a drop down menu to select for whom will this rule be send, User could select from 2 options: (Patients or Providers).
– Select ‘Providers’. - Wait Operator: Is a drop down menu contains 1 option (Daily) for now that’s selected by default.
-> Note that once the ‘To’ field selected to be (Providers) then the ‘Wait Operator’ directly displays the option: (Daily) which means that the message will be sent to providers daily ‘On’ time set by user.
- Event: Is a drop down menu that contains all of the defined events in Dentalore System that the user is able to send messages on them.
– Select ‘Appointment Time’ (as we are creating a rule for providers by their appointment times). - Status: Is an Auto-Complete drop down menu to select the status of visit (Appointment) required to sent messages by it. In Case user didn’t select any status, the rule will work for all visits’ status.
- By: This field is disabled as the ‘Wait Operator’ selection is (Daily).
- On: Is the field to set when to send the automatic message to the providers every day.
- Using: Is a drop down menu contains all of the active defined templates in system in order to select required template that message will be send by.
– You are supposed to select a template that contains the “Work List” dynamic entity. For more information about creating templates, Check: ….. Q: Create separate article for work list or included in templates article? - SMS: Is a Check box, that if checked that means the automatic rule will be sent via SMS & the SMS section opens displaying the message body.
- Email: Is a Check box, that if checked that means the automatic rule will be sent via Email & the Email section opens displaying the message body.
- Save the new rule then it will be listed in the ‘Automatic Messages’ main page.
Update Automatic Rule of Provider’s Work List
- In order to update in rule, Press the “View” icon beside the required rule.
- New Page “Edit Automatic Message” opens to update any required field.
Delete Automatic Rule of Provider’s Work List
Delete could be done by one of the following methods:
1- Directly from the “Delete” icon.
To delete Automatic Rule follow the following steps:
- Must Remove the check mark of the “Active” checkbox in the “Edit Automatic Message” page then “Save&Close”.
- Press “Delete” icon.
- Popup “Delete Automatic Message” opens, Press “Delete” button in the Popup.
2- From the “Edit Automatic Message” page.
To delete Automatic Rule follow the following steps:
- Remove the check mark of the “Active” checkbox.
- Press “Save” button, then
- Press “Delete” button, Popup “Delete Automatic Message” opens, Press “Delete” button in the Popup.
