How to enable reminder status to show in your appointment book Follow

If you wish to see the status of your appointment reminders in your appointment book, you can do so by changing some of the settings in your Practice Management Software. 

Please note that this functionality is only possible for Best Practice, PracSoft, and Dental4Windows.

 

Best Practice

  1. Go to 'Setup' > 'Configuration' > 'Appointments'. 
  2. Ensure the "Automatically show attendance status on appointment book" option is checked. 

    BestPractice-ApptAttendanceOption.png

  3. Click 'Save'. 

Attendance is now enabled and will look like the image below in your appointment book. 

BestPractice-SMS-Statuses3.png


PracSoft

For PracSoft, there is no extra set up required. It will look like this in the appointment book:

PracSoft-SMS-Statuses.png

 

Dental4Windows

  1. Go to the Dental4Windows appointment book, choose 'Options' and then 'Setup status types...'.

    D4W-Setup-Status-Types-Menu.png

  2. Ensure there are values for 'SMS Sent', 'SMS Reply - Confirmed', and 'SMS Reply - Cancelled' in the list that appears. You may need to add the last two options using the 'New' button. 

    D4W-Setup-Status-Types.png

  3. Points to note:
    1. Alternatives for 'SMS Reply - Cancelled' must contain the words 'SMS' and either 'Cancel' or 'Decline' to work. 
    2. If the 'SMS Reply - Confirmed' value does not exist, the system will fall back to using the 'C - Confirmed' value by default. 
    3. If the 'SMS Reply - Cancelled' value or its alternatives don't exist, the system will fall back to using the 'UTA - Unable To Attend' value by default. 
    4. If one of the values does not exist and the fall backs have also failed to be found, reminder information will not be uploaded to HealthEngine. 

Attendance is now enabled and will look like the image below in your appointment book. 

Dental4WindowsApptBookExample4.png


Should you have any questions or concerns about any of the information covered in this article, please don't hesitate to reach out to our Support team who will be happy to assist. 

 

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