Reminders - Revision history

Charlie Garner at 10:59, 18 January 2023

2023-01-18T10:59:07Z

← Older revision		Revision as of 10:59, 18 January 2023
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	[[File:Reminders .png]]		[[File:Reminders .png]]

	2) Click the ~~"?"~~ in the ~~top~~ right~~, then click Automatic Reminders Setup~~		2) Click the Automatic SMS Reminders button in the bottom right

	[[File:~~Automated reminders1~~.png]]		[[File:Reminders 10.png]]

	3) Simply fill out the form, then Pearl will start sending your automated SMS reminders when you have specified		3) Simply fill out the form, then Pearl will start sending your automated SMS reminders when you have specified

Charlie Garner at 15:53, 13 September 2022

2022-09-13T15:53:24Z

← Older revision		Revision as of 15:53, 13 September 2022
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	=== <u><big>Automatic SMS Reminders</big></u> ===		=== <u><big>Automatic SMS Reminders</big></u> ===
	1) Whilst on the diary, click the Diary management button and then Appointment Reminders ~~button on the left~~.		1) Whilst on the diary, click the Diary management button on the left and then Appointment Reminders.

	[[File:Reminders .png]]		[[File:Reminders .png]]

	2) Click the "?" in the top right, then click ~~Automated~~ Reminders Setup		2) Click the "?" in the top right, then click Automatic Reminders Setup

	[[File:Automated reminders1.png]]		[[File:Automated reminders1.png]]
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	[[File:Reminders .png]]		[[File:Reminders .png]]

	2) On the appointment reminder window select ~~from~~ a ~~range of practitioners you want to remind for~~ and ~~select~~ the date range you want to ~~remind patients~~ of ~~their appointments~~ for ~~or enter~~ a ~~range manually~~.		2) On the appointment reminder window select First Appointment (any Practitioner Type) or a specific Practitioner Type and the date range of the appointments for which you want to send reminders. By default all practitioners of the selected type will be include or you can send just for a specific practitioner. Buttons allow you to quickly set popular date ranges.

	3) ~~Also you can see~~ by ~~what means the~~ patient can be reminded ~~through~~:		3) Pearl displays the methods by which a patient can be reminded:

	* Icons in grey: they can be contacted on these means		* Icons in grey: they can be contacted by these means
	* Icons in red: they ~~cant be contacted on these means~~		* Icons in red: they don’t allow contact by this method
	*Icons missing: ~~you haven't got these means recorded~~		*Icons missing: method not available for this patient
	4)To send the reminders click on the appropriate button for ~~what means~~ you would like to ~~send through~~. (make sure your [[Templates]] are set up before you send)		4)To send the reminders click on the appropriate button for the method you would like to use. (make sure your [[Templates]] are set up before you send)

	[[File:Reminders 3.png]]		[[File:Reminders 3.png]]
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	1) Whilst on the diary, right click on the patient you would like to remind		1) Whilst on the diary, right click on the patient you would like to remind

	2) Click the appropriate ~~means in which~~ you would like to ~~send from~~		2) Click the appropriate method you would like to use.

	[[File:Reminders 4.png\|1041x1041px]]		[[File:Reminders 4.png\|1041x1041px]]
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	1) Whilst on the diary, right click on the patient you would like to remind		1) Whilst on the diary, right click on the patient you would like to remind

	2) Click ~~the reminded by telephone button~~		2) Click Reminded By Telephone

	[[File:Reminders 5.png\|1056x1056px]]		[[File:Reminders 5.png\|1056x1056px]]
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	1) Right click on the appointment in the [[patient appointment snapshot]]		1) Right click on the appointment in the [[patient appointment snapshot]]

	2) Click the appropriate ~~means in which~~ you would like to ~~send from~~		2) Click the appropriate method you would like to use.

	[[File:Reminders 7.png\|918x918px]]		[[File:Reminders 7.png\|918x918px]]

	3) As seen above you can ~~make~~ patient as reminded by telephone, (right click on the appointment on the [[patient appointment snapshot]]) the black phone symbol will appear on the patients appointment		3) As seen above you can mark patient as reminded by telephone, (right click on the appointment on the [[patient appointment snapshot]]) the black phone symbol will appear on the patients appointment

	[[File:Reminders 8.png\|174x174px]]		[[File:Reminders 8.png\|174x174px]]

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Charlie Garner at 14:01, 2 September 2022

2022-09-02T14:01:34Z

← Older revision		Revision as of 14:01, 2 September 2022
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	~~= Reminders =~~

	== Automatic SMS Reminders ==		=== <u><big>Automatic SMS Reminders</big></u> ===
	1) Whilst on the diary, click the Diary management button and then Appointment Reminders button on the left.		1) Whilst on the diary, click the Diary management button and then Appointment Reminders button on the left.

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	[[File:Automated reminders2.png\|583x583px]]		[[File:Automated reminders2.png\|583x583px]]

	== Sending bulk reminders for a date range ==		=== <big><u>Sending bulk reminders for a date range</u></big> ===
	1) Whilst on the diary, click the Diary management button and then Appointment Reminders button on the left.		1) Whilst on the diary, click the Diary management button and then Appointment Reminders button on the left.

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	[[File:Reminders 3.png]]		[[File:Reminders 3.png]]

	== Sending reminders from the diary ==		=== <u><big>Sending reminders from the diary</big></u> ===
	1) Whilst on the diary, right click on the patient you would like to remind		1) Whilst on the diary, right click on the patient you would like to remind

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	[[File:Reminders 4.png\|1041x1041px]]		[[File:Reminders 4.png\|1041x1041px]]

	== Mark patients as reminded by phone ==		=== <big><u>Mark patients as reminded by phone</u></big> ===

	1) Whilst on the diary, right click on the patient you would like to remind		1) Whilst on the diary, right click on the patient you would like to remind

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	[[File:Reminders 6.png]]		[[File:Reminders 6.png]]

	== Reminding patients via the [[Patient Appointment Snapshot]] ==		=== <u><big>Reminding patients via the [[Patient Appointment Snapshot]]</big></u> ===
	1) Right click on the appointment in the [[patient appointment snapshot]]		1) Right click on the appointment in the [[patient appointment snapshot]]

Charlie Garner: /* Reminders */

2022-09-01T11:37:44Z

Reminders

← Older revision		Revision as of 11:37, 1 September 2022
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	[[File:Automated reminders2.png\|583x583px]]		[[File:Automated reminders2.png\|583x583px]]

	== ~~How to send~~ reminders for a date range? ==		== Sending bulk reminders for a date range ==
	1) Whilst on the diary, click the Diary management button and then Appointment Reminders button on the left.		1) Whilst on the diary, click the Diary management button and then Appointment Reminders button on the left.

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	== Reminding patients via the [[Patient Appointment Snapshot]] ==		== Reminding patients via the [[Patient Appointment Snapshot]] ==
	1) Right click on the appointment in the [[patient appointment snapshot]]		1) Right click on the appointment in the [[patient appointment snapshot]]

			2) Click the appropriate means in which you would like to send from

			[[File:Reminders 7.png\|918x918px]]

			3) As seen above you can make patient as reminded by telephone, (right click on the appointment on the [[patient appointment snapshot]]) the black phone symbol will appear on the patients appointment

			[[File:Reminders 8.png\|174x174px]]

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Charlie Garner at 11:10, 1 September 2022

2022-09-01T11:10:07Z

← Older revision		Revision as of 11:10, 1 September 2022
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	== Reminding patients via the [[Patient Appointment Snapshot]] ==		== Reminding patients via the [[Patient Appointment Snapshot]] ==
	1)		1) Right click on the appointment in the [[patient appointment snapshot]]

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Charlie Garner at 11:04, 1 September 2022

2022-09-01T11:04:13Z

← Older revision		Revision as of 11:04, 1 September 2022
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	3) The patient will then have a black phone icon next to their name symbolising they have been reminded by phone		3) The patient will then have a black phone icon next to their name symbolising they have been reminded by phone

	[[File:Reminders 6.png]]		[[File:Reminders 6.png]]

	~~Reminding patients via the Diary Snapshot~~

			== Reminding patients via the [[Patient Appointment Snapshot]] ==
			1)
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Charlie Garner: /* Sending reminders from the diary */

2022-09-01T10:31:47Z

Sending reminders from the diary

← Older revision		Revision as of 10:31, 1 September 2022
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	[[File:Automated reminders2.png\|583x583px]]		[[File:Automated reminders2.png\|583x583px]]

	== How to ~~manually~~ send a ~~reminder~~? ==		== How to send reminders for a date range? ==
	1) Whilst on the diary, click the Diary management button and then Appointment Reminders button on the left.		1) Whilst on the diary, click the Diary management button and then Appointment Reminders button on the left.

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	3) The patient will then have a black phone icon next to their name symbolising they have been reminded by phone		3) The patient will then have a black phone icon next to their name symbolising they have been reminded by phone

			[[File:Reminders 6.png]]

			Reminding patients via the Diary Snapshot

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Charlie Garner at 09:54, 1 September 2022

2022-09-01T09:54:16Z

← Older revision		Revision as of 09:54, 1 September 2022
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	== Mark patients as reminded by phone ==		== Mark patients as reminded by phone ==

			1) Whilst on the diary, right click on the patient you would like to remind

			2) Click the reminded by telephone button

			[[File:Reminders 5.png\|1056x1056px]]

			3) The patient will then have a black phone icon next to their name symbolising they have been reminded by phone

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Charlie Garner at 15:56, 31 August 2022

2022-08-31T15:56:39Z

← Older revision		Revision as of 15:56, 31 August 2022
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	[[File:Reminders 3.png]]		[[File:Reminders 3.png]]

			== Sending reminders from the diary ==
			1) Whilst on the diary, right click on the patient you would like to remind

			2) Click the appropriate means in which you would like to send from

			[[File:Reminders 4.png\|1041x1041px]]

			== Mark patients as reminded by phone ==



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Charlie Garner at 13:47, 31 August 2022

2022-08-31T13:47:54Z

← Older revision		Revision as of 13:47, 31 August 2022
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	= Reminders =		= Reminders =

	== Automatic Reminders ==		== Automatic SMS Reminders ==
			1) Whilst on the diary, click the Diary management button and then Appointment Reminders button on the left.

			[[File:Reminders .png]]

			2) Click the "?" in the top right, then click Automated Reminders Setup

			[[File:Automated reminders1.png]]

			3) Simply fill out the form, then Pearl will start sending your automated SMS reminders when you have specified

			[[File:Automated reminders2.png\|583x583px]]

	== How to manually send a reminder? ==		== How to manually send a reminder? ==
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	*Icons missing: you haven't got these means recorded		*Icons missing: you haven't got these means recorded
	4)To send the reminders click on the appropriate button for what means you would like to send through. (make sure your [[Templates]] are set up before you send)		4)To send the reminders click on the appropriate button for what means you would like to send through. (make sure your [[Templates]] are set up before you send)

			[[File:Reminders 3.png]]

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