How to Use Automator for Appointment Reminders or Confirmation 08-14-23
Support
Last Update 9 bulan yang lalu
Hi, this is Kevin from FxMedSupport Support. In this video, I will show you how to use the Automator to send out appointment reminders or confirmation. We will go through the steps of creating an automation, triggering the event, and customizing the message. By the end of this tutorial, you will be able to efficiently schedule and confirm appointments using the Automator. No action is required from you, just sit back and learn!
00:00 Introduction
00:28 Opening the Automator System
01:41 Creating the Appointment Confirmation
03:01 Updating the System with Placeholders
03:29 Writing the Message
04:06 Identifying Variables
08:23 Editing the Metadata
Internal
Appt Schedule Confirmation - To PT - Via Email
Message Title
We are excited to see you for your Appt {{data_start}}
Body
Hello {{data_addedby_assigned_providers_patient_first}},
We we are excited to see you for the {{data_title}} on {{data_start}} with:
{{data_addedby_assigned_providers_0_first}} {{data_addedby_assigned_providers_0_last}}
Should you have any questions? Please reach out to us through the patient portal
FxMedSupport