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aichclarke
Canine II

Hygiene

I would like to send out a text message to all patients with a Hygiene appt booked after 2nd May, please can someone tell me how this can be done?

 

Thanks

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matthewbridge
CS Dental Employee
CS Dental Employee

Hi @aichclarke,

Many thanks for you post, to complete this you would need to complete the 3 following.

- Create an SMS template
- Create query
- Send the Mail Merge

Create an SMS template:
1) From the main menu of R4 go into Doc Mgr
2) Highlight the SMS Template heading
3) Select New Template
4) Include information you wish to send, please note the character limit is 155 for SMS

Create the Query:

1) Load the patient selector section
2) Query Wizard
3) New Query
4) Start > Next
5) Leave the top box ticked
6) Tick the 4th option down (That have had an appointment) and press Next
7) Tick the 1st option (with) and Specify Criteria
8 ) In the Value column select the hygienist (if you have multiple you can tick ask and send in multiple batches) and press OK
9) Tick the 2nd option (after) and Specify Criteria
10) Select the value box and press the 3 dots
11) Press the dots on the end of the date, find 02/05/2022 and press OK each time it appears
12) Select finished and name the query for next time

Send the Mail Merge:

I have attached a guide on how to send a mail merge via R4.

This will then send the SMS to patients that have a mobile setup and update the comms of the patient to show they have been sent this message.

Regards

Matt