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].


    • Related Articles

    • Balance Notifications Setup

      All setup is done in Statement Profiles using the Dunning message panel. A new Statement Profile can be created or an email cadence can be added to an existing Statement Profile. Add a Notification On the Statement Profile screen, click the Add ...

    • Appointment Reminder & Response Setup

      This is a Premium Add-On Feature. Contact your Account Manager for more information. Appointment Reminders can be sent to your Patients by text, email, or voice. If you want the Patients to reply, text message reminders can be set up to support ...

    • Appointment List Report

      Appointment List Report The Appointment List Report can be used to print your Daily Appointment Schedule and a No Show List. Select specific Date, Resource, and Facilities. The Resources and Date default to the Date and Resources chosen on the ...

    • Add an Appointment

      Prevent Creation of Simultaneous Appointments in the Same Slot To prevent users from creating Appointments in the same slot, the System displays this message: Warning? User XXX is also editing this slot. Add an Appointment to the Calendar Select the ...

    • Appointment Count Report

      This report gives you Resource and Facility appointment information, such as: Appointment was Scheduled in advance or on the day of the appointment Total of both Number of No Shows Number of Appointments Rescheduled Number of Appointments Rescheduled ...