How to run an Appointment Book Audit and send custom Messages (MASS SMS)

Guide up to date as of 14.12.2023

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If you have any questions or concerns related to this guide or require help with having this setup, please feel free to reach out to the IT team — [e-mail]

Alternatively, you can request the AutoMed team to help you — [e-mail]

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Navigate to AutoMed’s Dashboard - HERE

1. Once on your dashboard, click on the side panel “Utilities” category

2. Under the drop down click the "Appointment Book Audit" option

3. Select the drop option for "Doctor" and choose the doctor you need to

INFO

Don't worry about "Appt. Type" or "Report Type" leave them as is

4. Click the "Start Date - Date To" field and select the date you require

Typically, on the same day

5. Click the "End Date - Date To" field and select the date you require

Typically, on the same day

6. Click the "Run Audit" button

7. Click this Checkbox in the far-right corner to select all patients who are currently booked with the doctor you selected earlier

Or click the checkbox next to certain patients few if required.

8. Click the "Bulk Actions" button

9. Select & Click "Send Custom Message"

10. Click into this field under "Message Text:" and start typing your custom message to the patients

Here's a custom template for you:

INFO

Dear <PtPrefName>, your appointment scheduled for <ApptTime> on <ApptDate> will unfortunately have to be rescheduled due to unforeseen circumstances.

Please call <ClinicName> on [phone] at your earliest convenience to reschedule. DO NOT REPLY. <ClinicName>

WARNING

Please note you're unable to use the <Doctor> or <ClinicPhone> tag in this SMS system