Workflow for Appointment and Recall Reminders
- Contact your Account Manager for information on getting started.
- Set up System Settings.
- Create some Basic Message Templates. Create at least one message for each delivery method that you are using.
- Add the Appointment Reminder and Recall Sets
- The Reminder Sets tell the System:
- When: The Day, Week, Year and Time to send the Message.
- How: Delivery Method by Text Message (SMS), Email Address, or Voice Message
- Where: The recipient's phone number or email address is required to send the message.
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