BEFORE YOU START
BUILD YOUR TEAM
GET READY FOR LAUNCH
ADVANCED SCHEDULING WORKFLOWS
EXPLORE SMARTFORM QUESTIONNAIRES
EXPLORE REPORTING TOOLS
EXPLORE INVENTORY MANAGEMENT
RAPID CHARTING WORKFLOWS
ADVANCED DISPENSARY WORKFLOWS
TASK LIST MANAGEMENT
CUSTOMIZE YOUR OUTSMART EXPERIENCE
SOAP / MEDICAL CHART
In This Article:
There are a number of reasons why a client may not get an e-mail or e-mail notification from our system:
We can narrow down why a particular reminder was not sent if more information is needed. Please contact support if you wish us to investigate a specific incident.
When patient book appointment online, the Confirmation E-mail is sent to them automatically. This is the e-mail that confirms the booking and contains links to the intake forms, attached documents, etc.
Note that the confirmation e-mail will be sent to the patient, but will also be CC’ed to the practitioner and the office. If you do not want to receive these carbon-copies of the e-mail, you can use filters in your e-mail inbox to automatically delete or archive these copies that are sent to you.
When you book the appointment manually into the Calendar, then you need to send the Confirmation E-mail manually as well. Here is how you can do this:
Your confirmation message could be set in 2 places – the Event Manager, or the Online Booking Preferences.
There are only 2 places where your Confirmation Message can be customized: 1) in the Event Type Manager, and 2) in the Global Confirmation Message section of the Online Booking Preferences page.
Access to custom confirmation messages is through the calendar event manager and online booking options.
Note, both the Event Manager and the Online Booking Preferences are accessible from the Calendar – open your calendar and click on the “gear” icon at the top right, and then select either Event Manager or Online Booking Preference.
Here is how you can edit your message:
The Global Confirmation Message will be sent for any event that does not have it’s own Confirmation Message. So if you do not specify a Confirmation Message for a specific event, the Global Confirmation Message will be sent. It’s like a default message.