Important Note: The colour coding for the “notification sent” (RS) status can be customized. You can choose colors that best represent the different stages of your appointment workflow. This allows for quick and easy visual identification of each appointment’s status.

Note: Please don’t change the notification status codes (like “CF,” “LM,” or “RS”). Our system uses these codes to manage your appointment reminders.

Note: When selecting a reason for the appointment from the drop-down menu, don’t modify the pre-set description. However, feel free to add any extra information or details you need after the pre-set reason.

To ensure patients receive appointment reminders through their preferred method, you can easily set their communication preferences in their record.

1. Go to Patient Demographics: Open the patient’s record and find the “Demographics” section.
2. Locate the “Note” field: This is where you’ll enter the code to specify the patient’s preferred contact method. Important: Make sure you use the “Note” field, not the “Address” field.
3. Add the preference code: Enter the code that matches their preference (e.g., “EMAIL,” “TEXT,” “VOICE”). Important:

• ✔Type the codes in CAPITAL letters exactly as shown in the list of available codes.
• ✔You can add the code anywhere in the “Note” field.
• ✔Ensure there is a space before and after the code.

Note: These preferences override the default preference set for the clinic.

Example of where the codes could be added when adjusting a patient’s demographic information: 

Tip: Using ‘Preferred Contact Method’

The drop-down menu below lets you set a patient’s preferred contact method for voice notifications: Home, Cell, or Work. 

Note: This choice overrides the clinic’s default settings. However, if you enter a code in the Notes field, that code will always take precedence.