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Canine III

Instructions on Automating Birthday/Balance pop ups

Can someone post the procedures to make the pop up for Birthday/Balance/etc when checking a patient into the office?



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Re: Instructions on Automating Birthday/Balance pop ups

Sure, what you'd want to do is set up a system event to display a message at the time of check-in. 

Here are the steps:

  1. Go to the Experts menu
  2. Click Automation Experts
  3. Click on Events
  4. Click on System events
  5. Select the option for Check-in Appointment (third on the list).
  6. Click "Define Autolinks" at the bottom.
  7. in the Autolinks window click "Add" and choose the option for Display a message.
  8. In the Select message to Display list, if you do not have a message for displaying a Birthday message, you can click "Define New" at the bottom. 
  9. Give the message a description. My own version of this is called "Birthday this month."
  10. in the Message to Display you can put in what ever message you want. This is what mine is

      <FirstName> <LastName>'s birthday is this month! (<Birthdate>.)

  11. Click OK to save. 
  12. Click ok on the list to select and add that message.
  13. Click Yes for "Is this response optional"
  14. Choose "When the task is first started." for the second option. 
  15. The options will come up for response criteria. you can click on the select buttons for the Must be at leas tone of these and check the box for birthday this month. 
  16. Click OK to save. 
  17. Click Cancel to close the autolink list. 
  18. Close the system events list. 

Test a check-in for a patient whose birthday is this month.

If you want it to be more specific to if they have their birthday that day, I can do instructions for that as well. 

I can also give you a call to assist with this setup if you'd like. 

Johnathan Downer | Technical Support Analyst
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