Set Up Communications

This article explains how to set up SMS and email communication in Bp Omni.

Enable communications

  1. Click your profile icon in the top-right corner of the screen, and select Settings.

    2. Click your profile icon, then select Settings.

  2. From the menu on the left of the screen, click Practice &locations.
  3. Scroll down the page until you reach Communications.

    4. Turn appointment reminders on in the communications section of the Practice and Locations screen.

  4. Toggle Send reminders prior to appointment to Yes.
  5. Click Save.

Create Comms templates

  1. Click your profile icon in the top-right corner of the screen and select Settings.

    2. The settings option is available when you click your profile icon in the top-right corner of the screen.

  2. From the menu on the left of the screen, click Config > Comms templates. The Comms templates screen will appear.

  3. Click + Template in the top-right corner. The Patient communication template screen will appear.

  4. Give the template a Name, for example, "Initial Consult Reminder".
  5. Choose an appointment Type from the list of options.
  6. If applicable, select a template from the list of Pre-loaded templates and modify the text as required.

    7. NOTE  Use # Insert field to add dynamic fields to your template.

  7. Add your template text into the text box. A preview of the message will appear on the right.
  8. Click Save or Save and Close.

Create Comms schedules

  1. Click your profile icon in the top-right corner of the screen and select Settings.

    2. The settings option is available when you click your profile icon in the top-right corner of the screen.

  2. From the menu on the left of the screen, click Config > Comms schedules. The Comms schedules screen will appear.
  3. Click + Schedule in the top-right corner. The Appointment reminder screen will appear.
  4. Give the schedule a Name, for example, "Initial Consult Reminder".

    5. Add a name for your appointment reminder.

  5. Select how many days before the appointment the reminder should be sent, the time of day to send reminders, and the days that reminders should be sent on.

    6. Add information about when to send noficiations to patients or clients.

  6. Select the Type of appointments that this reminder should be sent for.

    7. Indicate what types of appointments the appointment reminder is for.

  7. Select a template to use for the schedule.

    8. Select a template to be used for the reminder.

  8. Click Save in the top-right corner.

    9. The new schedule will appear in the list of Comms schedules.

    The newly created appointment reminder schedule will appear in the comms schedules list.

Set patient or client consent

Before you can send communications to patients or clients, you must record their consent to receive communications.

  1. Select Address book > Patients or Clients and search for the patient or client you wish to record consent to receive communications for.
  2. Click the patient or client's name. Their demographic information will appear.
  3. Scroll down to Preferences & consents. Click either the pencil icon in the top-right, or click Add a preference & consent.

    4. The preferences and consents section of the patient demographic.

  4. If the patient or client has consented to receiving reminders, select the their preferred contact method from the options provided.

    5. Select the patient's preferred contact method.

  5. Click Save.

Last updated 08 March 2024