How to create a new sms or email task.

Document created by corinnebaker Employee on Aug 16, 2017
Version 1Show Document
  • View in full screen mode

From the main menu of R4 please follow these steps:

  • Edit
  • Task scheduler
  • Add task.

 

.Specify the type of template you wish to create by clicking in the 'Message templates' dropdown. For example 'sms adult' or 'email adult'

 

.Specify the 'Appointment date range' of the task. For example:  2 working days - 2 working days. 

(If applicable) Specify whether the task is for 1 specific Dentist in particular and if the task is for certain appointments

 

.Click save.

 

. Specify the name of the sms or email task and provide a brief description of the task in the box provided.

 

.Select the 'Schedule this task option' to configure the task to run daily or weekly.

Daily: Task to run every (3 working days)

Weekly: Task to run specific days (Every Tuesday at 10:00am)

1 person found this helpful

Attachments

    Outcomes