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 patients upon configured settings.
Configure an Automatic Rule for Patient’s Appointment Time
- 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 an Appointment Time Automatic Rule
Fill in the the following fields:
- Title: Is the Name for the new created rule.
– For Ex.: Patient’s Appointment. - 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 ‘Patients’. - Wait Operator: Is a drop down menu contains 3 options (Before, On and After) depending on the selected ‘Event’: Appointment Time.
-> Note that the options in ‘Wait Operator’ drop down menu appears depending on the selected ‘Event’. - 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’.
- User here have the ability to create Rule using ‘Wait Operator’:
1- Before: Means that the rule will be sent to patient before his/her visit (Appointment) time by time set from the ‘By’ field.
2- On: Means that the rule will be sent to the patient on his/her visit (Appointment) time.
— Fields ‘By’ and ‘On’ are disabled when ‘Wait Operator’ is: On.
3- After: Means that the rule will be sent to patient after his/her visit (Appointment) time by time set form the ‘By’ field. - By: Enabled only when ‘Wait Operator’ selected to be: ( Before and After) in order to select required time when to send the message. This time is selected by: (Hours or Days).
- On: Enabled only when the ‘By’ field selected to be by: Days, then ‘On’ field becomes enabled to set exactly when to send the message through the day.
- Status: Is disabled when the selected ‘Event’ is: Appointment Time.
- 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.
– User has the freedom to select the predefined template (Birth Date) by Dentalore system that’s already exist in templates or select one of his created templates. - 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 Patient’s Appointment Time
- 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 Patient’s Appointment Time
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.
