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Reminders

There are 4 types of reminders that can be set-up for a client: Email, SMS, Phone, or Letter. myPractice can be used to send email or SMS reminders based on a defined template. Phone and letter reminders need to be carried out manually, however, myPractice does allow for the confirmation that these reminders have been sent. Replies to SMS reminders can now be viewed within myPractice within the SMS Replies tab.


 
Reminders can be set-up for a client in two ways, either:
 
Email and SMS reminders can be accessed via the Reminders button on both the Quick Access Toolbar or the Appointments toolbar. Reminder templates and options need to be set-up prior to being able to send these reminders.
 
  • Reminders
1

SMS Delivery Status tab

1. SMS Delivery Status tab
This tab displays the SMS delivery results.
2

SMS Replies tab

2. SMS Replies tab
This is a report that can be used to view any SMS replies that have been received by myPractice..
3

Appointment Date

3. Appointment Date
Select the date to send the Reminders for
  • Reminders are usually sent one to two days prior to the appointment date
  • Fully Hosted customers can have reminders sent automatically
4

Reminders to be sent

4. Reminders to be sent
The reminders that need to be sent for the appointment date selected are displayed.
The type of reminder to be sent is ticked
5

Send button

5. Send button
Click Send to individually send a reminder
This ticks the SMS Sent tickbox
6

Send All SMS button

6. Send All SMS button
Click Send All SMS to send all SMS reminders at once
A copy of the message sent is saved into the Contacts (Phone/Email/SMS) section of Client Details.
7

Send All Emails button

7. Send All Emails button
Click Send All Emails to send all email reminders at once
A copy of the message sent is saved into the Contacts (Phone/Email/SMS) section of Client Details.
8

Edit SMS Template

8. Edit SMS Template
9

Edit Email Template

9. Edit Email Template
10

How to...

10. How to...
Scroll down to display the instructions on how to send a reminder