Voice Notifications Setup

Voice Notifications Setup

This is a Premium Add-On.

Voice Messages can be used as Patient Appointment, Balance and Payment Reminders. The Voice Messages are created in Statement Profiles in the Notifications panel.

Set Up a Voice Message

  1. Open the Statement Profile where you want to add the Voice Message. (Admin > Statement Profiles)
  2. In the Notifications panel, select the Notifications tab to 

  1. On the Voice tab, set up the Send Rules which determine when the notification(s) will be delivered.
  2. Select from the dropdown, when to send the Notification in regards to the Due/Statement Date.
    1. Before
    2. On
    3. After the Due/Statement Date.
  3. Select Due Date or Statement Date.
  4. Days: How many days before the Due/Statement Date do you want the Notification sent?
  5. At Time: Enter the time that the Notifications should be sent.
  6. Select Template: Choose Manage.
  7. Select the Add button.


  1. Label: Create a label of your choice.
  2. Copy Message: Already created messages can be copied.
  3. Select the Language.
  4. Select which Voice that you prefer.
  5. Text Editor: Enter the Message that you want to be converted to Voice.
    1. To enter the Mappable Fields, select the Copy icon and then paste it into the Message.
      1. Paste by Ctrl V or right click and select paste.
  6. Phone: Enter a phone number to Preview the Message.
  7. Send Preview: Send to the phone number that was entered.
  8. If the message is satisfactory, select Save [F2].


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