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Confirmation List Setup

The Setup Confirmation window determines the default message text for confirmations sent from the Confirmation List (text messages, emails, and postcards). You can also set the default appointment confirmation status to apply when a message is sent from the Confirmation List.

Note: To set default options for printing postcards and email logic, see Recall List Setup.

Hint: Use eReminders and Confirmations to automate the confirmation process. These eServices send automated text or email messages to remind patients about upcoming appointments. Patients can even e-confirm, which changes their appointment confirmation status. Click Automated eConfirmation and eReminder Setup to access the setup area.

To open the Setup Confirmation window, in the main menu, click Setup, Appointments, Confirmations.

Customize Message Text
The Messages grid lists the message text used for postcard, email, and text message confirmations sent from the Confirmation List.

  • Mode: When the message will be used based on the method of delivery (Postcard, Email, Text).
  • Second column: General guidance about the message and its use.
  • Message: The text itself.

To change message text:

  1. Double click on a row.



  1. Enter the subject or message text. Insert variables as needed.
  2. Click OK to save.

Variables: Text with brackets indicates variables that pull information directly from the database. Example: [NameF], we would like to confirm your dental appointment on [date] at [time] might look like this in the message: John, we would like to confirm your dental apointment on 3/24/2017 at 9:00 a.m.

Available variables:

  • NameF: Patient first name.
  • NameFL: Patient first and last name.
  • date: Appointment date.
  • time: Appointment time.

Text Message Limitations: A message segment is 160 characters. Each additional message segment will result in additional charges.

  • A carriage return adds two characters.
  • The following characters are allowed: a-z, A-Z, 0-9, . , : ; ! ? ( ) ~ = + - _ \ / @ $ # & %. If other characters are used the message will fail.

Note: Regular email and text messaging are not secure methods of sending PHI. See Encryption of Data in Transit.

Confirmation Status Options
The status options determine which Appointment Confirmation Status is automatically applied to the appointment when a confirmation is sent.

  • Status for emailed confirmation: The confirmation status applied to the appointment when a confirmation is emailed from the Confirmation List.
  • Status for texted confirmation: The confirmation status applied to the appointment when a confirmation is texted from the Confirmation List.

Postcard Options
See Recall List Setup to select Postcard options (per page, return address, offsets) that affect confirmation postcards.

 

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