Automated Messaging Advanced Settings

The Automated Messaging Advanced Settings houses settings regarding multiple automated messaging features.

In Automated Messaging, click Advanced Settings.

Alternatively, in the eClipboard Setup window, click Confirmation Statuses.

eConfirmation Settings

eConfirmation Settings are specific to the eConfirmation feature.

Each time an eConfirmation is sent, the appointment's confirmation status can also update automatically. Set the default status to apply for each circumstance:

1-click vs 2-click confirmation: These settings determine whether the patient clicks on the confirmation link once or twice to confirm the appointment.

Exclusion Days: Click to open eConfirmation and Web Sched Recall Exclusion Days.

Auto Message Settings

This area is disabled when eConfirmations, eReminders, and Auto Thank-Yous are not enabled.

When an Automated Thank-You message, eReminder, or eConfirmation is sent to a patient, and the [AddToCalendar] tag is included in the message, the patient can opt to save the appointment to the calendar on their device.

Use Practice Default: Only available when using clinics and a clinic other than Headquarters is selected. Check to use the Headquarters Auto Message Calendar Event Title for this clinic.

Clinic: Only available when Clinics are enabled. Choose a clinic from the dropdown to edit the Auto Message Settings for the specific Clinic. Choose Headquarters to edit the practice default settings.

Auto Message Calendar Event Title: The title of the event saved to the patient's calendar. Text field is disabled when Use Practice Default is checked; it must be edited when Headquarters is selected instead.

eReminder Settings

Premedicate Template: The sentence sent for eReminders that include the [Premed] tag. The [Premed] tag only sends for patients marked as Premedicate in the Medical area.

Miscellaneous Settings

Allow Automated Messaging from Appts w/o Clinic: This option applies to eReminders, eConfirmations, Automated Thank-You messages, and General Messages when the clinic on an appointment is set to none.

Confirmation Statuses

Determine if automated messages are sent for appointments with a specific appointment confirmation status. Many of these settings can also be set in Definitions: Appt Confirmed.

Single-click into the grid to determine which statuses do and don't send a message.

Note: Statuses that are grayed out indicate they are waiting room and dismissed triggers set up in Preferences. These are excluded from automated messaging.