Adding patient messages

Practitioners can add messages that will appear for all bookings, and the practice can add messages for specific Appointment Types, which will override any messages defined by a practitioner.

Practice messages for Appointment Types

To add a message to appear for all practice bookings for a specific Appointment Type:

1. Open Appointment Type Settings.
2. Select the Online Settings button.
3. Tick Override Booking Message.
4. Type the text into the field provided.
5. Select Close to save.

   

Practitioner messages for scheduled sessions

Create a set of messages that can be enabled on a per-practitioner-session basis. 

Considerations:

• The practice should create a standard set of messages.
• All messages are saved and can be used by other doctors. 
• If you select multiple messages, they will be appended to the same message dialog. 
• There is no character limit, but too much text can push the message beyond a phone's screen size.
• Selectable hyperlinks are not supported.

Adding Messages:

1. Select Practice Setup > Appointment > Schedules. 
2. Select a doctor.
3. Select the session to add the message to.
4. Select the Messages button to open the Schedule Messages screen.
5. Select the Add button to open the Editor (or Edit to update an existing message).
6. Type the message text.
7. Select Close to save the message.
   You now have a message that can be applied to any doctor's schedule.
8. Tick the box next to the message to apply it to the selected schedule.
9. To add the message to other schedules:
   1. Select the schedule.
   2. Select the Message button.
   3. Tick the box next to the message.
   4. Repeat for each doctor.
      The message will display when a patient selects an appointment during that session.

      

Patent Responses

• Patients must confirm they understand or accept the message.
• Selecting No, Cancel takes the patient to the previous step. Selecting Yes, Continue will create the appointment