June 15 , 2020

Hi everyone,

We've flagged this release as Important with good reason. We know practices are looking to get their patient messaging up and running right away, so we’ve now made it easy to customize your automated patient messages and then re-enable patient messaging on your own!

Even if you don’t need to make changes to your patient messaging, we strongly suggest you review your messages before re-enabling patient messaging.

Customize Patient Messages

In our last release, we showed you how you can edit your patient emails and now you edit your patient SMS/Text messages as well. Here’s how.

Navigate to your RecallMax Dashboard from your Toolbar (Settings and Support-> Practice Management->View Dashboard Reports or click here.to login directly. Note: Only practice administrators have access to the RecallMax Dashboards.

Select Patient Messages from the menu option on the left.

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Start by selecting the Message Type (1) and Status you would like to review/edit at the top.

You’ll then see the area below displays a preview of the current SMS/Text (2) and email (3) message details.

For this example, we’re going to edit the Reminder Text message,

Click the Edit Wording Button next to Text Preview

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Displayed now is your existing message on the right (1) and the area of the Text message that can be edited on the left (2).

Note: Hard coded information such as patient name and appointment details can not be edited.

We even have some SMS Custom Wording examples at the bottom. Click the Show Examples button to see more. (3)

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You can always add your own wording but for this example, we’re going to add some COVID instructions from the Custom Wording examples at the bottom(1) to the text message.


So we highlight the example (1), right click and Copy from the examples window and then right click and Paste to the New Message window (2).

Click the Preview button at any time to view your changes.

There is also a very handy Copy From button (3) that can be used to easily paste wording used in previous messaging updates.

There is a character limit, so please pay attention to the countdown at the bottom of the window (1)

If you’re happy with your message, Click Save (2) at the bottom and you’re done!

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Now you’re back at the main Patient Messages page and from here, you edit other email and SMS messages for your patients simply by selecting the Edit Wording button next to each message type.

For a review on how to update patient email messages, please click here and scroll to Patient Email Message Editing.

Also, please see our website recallmax.com/covid-19-resources for auto messaging recommendations and samples.

How to Enable Your Automated Patient Email and SMS Messaging

In a hurry to get your messaging up and running right now? Here’s how!

Navigate to your RecallMax Dashboard from the Toolbar and select Message Settings.

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Select the date you would like to have your messaging start (1) (no sooner than next day) and then Activate All Email and/or Activate All SMS (2).

Here you can select some or all of the lists you would like enabled (1).

You can also enable the Virtual Waiting Room feature from this panel (2).

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Once you click Save, you’ll notice a consent window appear.

This is where you’ll need to confirm your settings to resume messaging and also consent to have your billing for your RecallMax account resumed.

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That’s it you’re done! Your automated patient messaging will resume on the day you’ve chosen.

 

Virtual Waiting Room Enhancements

In our last release we introduced you to the powerful Virtual Waiting Room - a great resource to better communicate with your patients and using the power of automated messaging while also providing instructions for patients when they arrive at the practice.

We’ve now added some additional features to make managing appointments even easier.

Once the Virtual Waiting Room as been enabled at your practice, patients on your Today’s Patients list will automatically receive an email and/or text message on the day of their appointment instructing them to reply when they arrive at the practice and remain in their car until further notified.

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When the patient arrives and replies to the email or text, RecallMax will mark the Arrived flag (head and shoulders icon) next to the patient on the Today’s Patient list under the virtual waiting room column (far left).

Practice staff can then click on the Arrived Flag on the Today’s Patient List which automatically sends the acknowledgement message, “Thank you, we will let you know when you are able to come in”.

This action changes the icon to a cell phone indicating the patient has been notified!

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Maybe a patient has arrived at your door and you wanted to manually flag the patient’s arrival and/or change the status of the waiting room, you can also click the cell phone icon or the Waiting Room status button on the patient information page.


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his window also display the time the patient was notified!

This feature is also multi lingual if the languages are chosen for that patient at the practice.

 

Mousing over either of these icons will display the current patient status

 

As always, contact us for more information on these or any of our other features.

  • Phone: 1-800-651-8603 ext 1,

  • email: support@recallmax.com

  • Live text chat at www.recallmax.com


Stay safe and thanks for using RecallMax!