Use the eServices Automated Messaging window to determine which automated messaging features to utilize and set up.

In eServices Setup, click Automated Messaging.

See our video: eServices: Automated Messaging.

Automated messaging includes eReminders, eConfirmations, Automated Thank-Yous, Arrivals, Patient Portal Invites, and General Messages.

Some features require an additional fee. First, sign up for these features in eServices Signup.

Advanced Settings: Click to open Automated Messaging Advanced Settings.

Preferences: Click to open Automated Messaging Preferences.

Activate / Deactivate Features

Choose which features to activate in the upper left.

Active features display in green. Inactive features display in red.

To activate a feature, click the Activate button. To deactivate a feature, click the Deactivate button.

Add Rules

Rules determine the timing and message sent on automated messages. See the Edit Rule window for details.

Before Appointment: These rules apply to messages sent before the appointment time.

• Add eReminder: Add rules for eReminders.
• Add Confirmation: Add rules for eConfirmations.
• Add Auto Thank-You: Add rules for Automated Thank-You messages.
• Add New Patient Thank-You: Add rules for New Patient Thank-You messages.
• Add Patient Portal Invite: Add rules for Patient Portal invites sent before the appointment.

At Appointment: These rules apply to messages sent at the time of the appointment.

• Add Arrival: Add rules for Arrival messages.

After Appointment: These rules apply to messages sent after an appointment has been set complete.

• Add Patient Portal Invite: Add rules for Patient Portal Invites sent after an appointment.
• Add General Message: Add rules for general/generic messages sent after an appointment.

Automated Messaging Rules Grid

Existing rules display in the Automated Messaging Rules grid. Double-click a rule to edit.

Clinic: Before creating or editing a rule, use the Clinic dropdown to select the clinic and any clinic-specific settings.

• To create default rules, select Defaults as the clinic, then create the rules.
• To apply default rules to a clinic, select the clinic, then check Use Defaults.
• To create clinic-specific rules, select the clinic, uncheck Use Defaults, then create the rules.
• To turn on/off automation by clinic, select the clinic, then check/uncheck Enable Automation for Clinic.

Grid Headings:

• Type: The type of rule (e.g., Confirmations, Reminders, etc).
• Lead Time: How far in advance of an appointment, or after an appointment, the message is sent to the patient.
• Send Order: The order and method in which the message is sent to the patient.