Setting up Reminder Tasks in myPractice Scheduler

Setting up Reminder Tasks in myPractice Scheduler
1

Copy settings from myPractice

1. Copy settings from myPractice
If Email and SMS reminder information is already set-up in myPractice then click this button to copy the settings over. Only the blank fields need to be filled unless a setting is incorrect in which case it should be corrected.
2

No of days to send in advance

2. No of days to send in advance
This sets when the reminder email or SMS is to be sent, for example, Monday = 1, therefore reminders for Tuesday's appointments will be sent. Friday = 3, therefore reminders for Saturday, Sunday and Monday will be sent. Reminders are only sent once.
3

Reminder Schedule

3. Reminder Schedule
Reminders are sent to a Client only once but they can be scheduled to be sent twice a day. This enables reminders for any added or changed to appointments be sent out after the initial batch of reminders are sent for the day.
4

SMS Replies Schedule

4. SMS Replies Schedule
Enabling this option allows for replies to SMS reminders to come back into myPractice. The replies are located in the Incoming Messages screen.
5

Email Tasks List

5. Email Tasks List
Enabling this option allows a daily email to be sent to staff with outstanding tasks.
6

Update Schedules

6. Update Schedules
Click to update any changes made to the schedule tasks above. This enters them into the Windows Task Scheduler for you.
 
7

Save & Close

7. Save & Close
Save changes and Close myPractice Scheduler
Ensure that Windows Task Scheduler is closed before doing this (only if it has been opened).
8

Send Reminders Now

8. Send Reminders Now
Click to send any outstanding scheduled reminders now
9

Cancel

9. Cancel
Click Cancel to Close and not save an Settings
10

Settings tab

10. Settings tab
Click the Settings tab to change the Email or SMS setup information.