Email – Send Message Upon Appointment Cancellation: If the user monitoring portal cancellation requests would prefer to be notified via email, place the email address here. If multiple users need to be listed separate the email addresses with commas or semicolons. Links to notification settings appear below the space for specific email addresses. Do Not Send Reminders On: Select any day of the week to withhold sending appointment reminders. Modify Message Template: This is a direct link to the System Message for Appointment Reminder message. Here you can setup the message to reflect what you would like to send. If you are sending a 1st and 2nd reminder make sure to setup both messages. Tags are listed to the right of the message and appear with brackets (ie. [PatName]) Tags will pull information from Centricity into the message when it is sent. The tag information on the right hand side of the screen is used as a reference – the portal does not have the capability to copy/paste or drag/drop the tags into the body of the message. When you are satisfied with the message click Update and the bottom of the screen. Enable Production Mode: Check this box when you want the portal to begin sending appointment reminders Skip When Reminding Via EzText: This setting will not send a reminder via email is it has been sent via text through the Patient Portal (this option is only visible if you have purchased ezText). Appointment Reminder Dashboard Since the appointment reminders are sent automatically by the Patient Portal no action is needed to send them. However, on a regular basis you may monitor the Appointment Reminder Dashboard to ensure reminders are being sent correctly. To view the appointment reminder dashboard go to Tasks>Appointment Reminder Dashboard. In the list you have the ability to see the email that was sent by clicking the E or P. E indicates that the reminder was sent via email and P indicates that the reminder was sent via portal. You also will see a number 1 or 2, this indicates whether it was the first or second appointment reminder. The E[S] column will indicate whether the email was sent successfully. The E[C] Column indicates whether the appointment was confirmed. No Show Reminder Setup To set up appointment reminders go to Options>Appointment No Show Settings. Once these settings are setup the appointment reminders will be sent automatically. Please use with caution and make sure you are ready for patients to receive messages prior to beginning setup. Appointment No Show Settings
Email – Send Message Upon Appointment Cancellation: If the user monitoring portal cancellation requests would prefer to be notified via email, place the email address here. If multiple users need to be listed separate the email addresses with commas or semicolons. Links to notification settings appear below the space for specific email addresses. Do Not Send Reminders On: Select any day of the week to withhold sending appointment reminders. Modify Message Template: This is a direct link to the System Message for Appointment Reminder message. Here you can setup the message to reflect what you would like to send. If you are sending a 1st and 2nd reminder make sure to setup both messages. Tags are listed to the right of the message and appear with brackets (ie. [PatName]) Tags will pull information from Centricity into the message when it is sent. The tag information on the right hand side of the screen is used as a reference – the portal does not have the capability to copy/paste or drag/drop the tags into the body of the message. When you are satisfied with the message click Update and the bottom of the screen. Enable Production Mode: Check this box when you want the portal to begin sending appointment reminders Skip When Reminding Via EzText: This setting will not send a reminder via email is it has been sent via text through the Patient Portal (this option is only visible if you have purchased ezText). Appointment Reminder Dashboard Since the appointment reminders are sent automatically by the Patient Portal no action is needed to send them. However, on a regular basis you may monitor the Appointment Reminder Dashboard to ensure reminders are being sent correctly. To view the appointment reminder dashboard go to Tasks>Appointment Reminder Dashboard. In the list you have the ability to see the email that was sent by clicking the E or P. E indicates that the reminder was sent via email and P indicates that the reminder was sent via portal. You also will see a number 1 or 2, this indicates whether it was the first or second appointment reminder. The E[S] column will indicate whether the email was sent successfully. The E[C] Column indicates whether the appointment was confirmed. No Show Reminder Setup To set up appointment reminders go to Options>Appointment No Show Settings. Once these settings are setup the appointment reminders will be sent automatically. Please use with caution and make sure you are ready for patients to receive messages prior to beginning setup. Appointment No Show Settings
ezAccessUserGuide.docx