General Messages are texts or emails sent after an appointment.
In eServices Setup, click Automated Messaging.
An example of a general message could be a text that goes out after the appointment inviting the patient to leave a review. Emailed messages can be sent at no additional cost. To send messages by text, eServices Texting is required and a per text message fee applies.
Activate / Deactivate General Messages
General Messages can be activated or deactivated as needed.
- To enable General Messages, click Activate General Messages. The General Messages row displays in green with a status of Active.
- To disable General Messages, click Deactivate General Messages. The General Messages row displays in red with a status of Inactive.
After activating General Messages, set up General Message Rules.
General Message Rules
To edit an existing General Message Rule, double-click a General Message Rule from the Automated Messaging Rules grid. To add a new rule, click Add General Message.
For information on adding and editing rules, see Edit Rule.
Using General Messages
- Activate General Messages.
- In Automated Messaging Advanced Settings, choose which appointment statuses receive a general message once set complete.
- To exclude patients from receiving general messages, create a new Definitions: Appt Confirmed or choose existing statuses and ensure Send General Message is disabled in Automated Messaging Advanced Settings for those statuses.
- Update the confirmation status of the appointment to a status that has enabled Send General Message.
- To not send the general message (e.g., if the general message is a survey link that you don't want to send to a patient) make sure the updated appointment status has disabled Send General Message instead.
- Set the appointment complete.
Any general message is sent automatically as scheduled after the appointment's end time has passed and the appointment is set complete.