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 Changed 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 Changed Time Automatic Rule
Fill in the the following fields:

• Title: Is the Name for the new created rule.
  – For Ex.: Patient’s Changed 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 2 options (On and After) depending on the selected ‘Event’: Appointment Changed.
  -> 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 Changed’.
  
  
• User here have the ability to create Rule using ‘Wait Operator’:
  1- On: Means that the rule will be sent once the patient’s visit (Appointment) time changes.
  — Fields ‘By’ and ‘On’ are disabled when ‘Wait Operator’ is: On.
  2- After: Means that the rule will be sent to patient after his/her visit (Appointment) time changes by time set form the ‘By’ field.
• By: Enabled only when ‘Wait Operator’ selected to be: ( 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 an Auto-Complete drop down menu to select the required visit status that user want to send message for when it’s time changed. Status could be one of: (Unconfirmed, Confirmed, Delayed, Checked In, In Progress, Completed, Checked Out, Cancelled, or Missed).
  -> Note that user could only select one Status for each rule.
• 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.
• 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 Changed 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 Changed 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.