In the Main Menu, click Setup, Appointments, Confirmations.

Use Confirmation Setup to define the default messages for confirmations sent from the Confirmation List (text messages, emails, and postcards). Also set the default appointment confirmation status to apply when a confirmation emailed or texted.

Automated eConfirmation and eReminder Setup: This window is specific to manually sent confirmations. If sending automatic confirmations instead, click to open Automated Messaging.

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

• Mode: The method of delivery (Postcard, Email, Text).
• Second column: General guidance about the message and what variables are available for use.
• Message: The message text.
• Group Families: Determines the default setting of the Group Families box in the Confirmation List.
  • Checked: Family members group together by default and receive one confirmation.
  • Unchecked: Each family member receives their own confirmation by default.

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.

Customize Message Text

Double-click a row to edit the message text.

Enter the subject or message text. Insert variables as needed.

Fields in brackets can be used to pull information from the database.

• [NameF]: Patient first name.
• [NameFL]: Patient first and last name.
• [NamePreferredOrFirst]: Patient preferred name, if applicable, otherwise uses first name.
• [date]: Appointment date.
• [time]: Appointment time.
• [FamilyApptList]: List first name, and appointment date and time of all family members. Required when using Group Families.
• [ClinicName]: Clinic name.
• [ClinicPhone]: Clinic phone number.
• [OfficePhone]: Office phone number.
• [OfficeName]: Office name.
• [PracticeName]: Practice name.
• [PracticePhone]: Practice phone.
• [ProvName]: Provider name.
• [ProvAbbr]: Provider abbreviation.
• [EmailDisclaimer]: Opt out email disclaimer.

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. If other characters are used the message will fail.

  a-z, A-Z, 0-9, . , : ; ! ? ( ) ~ = + - _ \ / @ $ # & %