<< Click to Display Table of Contents >> Navigation:  Appointment Confirmations and Reminders > Table Maintenance > General Control Table

The General Control table is where the messages may be set for all places being scheduled. This table may be accessed within Patient Intake Table Maintenance. Select General Control and then select Messages on the action bar to access the messages.

 

NOTE: Access will need to be given to the Message Configuration Behavior Control to have access to this screen.

 

 

Select Web Client > Tables > Patient Intake > General Control

 

General Control Table

 

 

Editing a Message

 

To customize a message, select the message and then select Edit.

 

 

Select Web Client > Tables > Patient Intake > General Control > Messages

 

General Control - Messages

 

 

The Global Settings for the selected message will appear.

 

 

Select Web Client > Tables > Patient Intake > General Control > Messages > Select a Message > Edit

 

General Control - Messages Edit

 

 

Below is an explanation of each field.

 

•Message Type: Displays Confirmation, Reminder or Affirmation, depending on which message was selected.

 

•Inactive: Determines if the facility is sending the selected message. The default for this field will be unchecked.

 

•Allow Voice Messages: Select this option to enable voice messages and allow an auto call to be made to patients for appointment reminders if the patient has opted in for voice messages. This field will only display for Reminder messages.

 

•Chat Widget ID: For TruBridge use only.

 

•Message Subject: The subject to display in the email when it is sent to patients. There are mnemonics that may be used to automatically pull information in to the message:

▪@FNAME: This will pull the patient's name to the message.

▪@FAC: This will pull the name of the facility to the message.

▪@MODAYR: This will pull the US date format (Month, Day, Year) of the appointment to the message.

▪@DAMOYR: This will pull the international date format (Day, Month, Year) of the appointment to the message.

▪@HHMM: This will pull the time of the appointment to the message. The format will be HH:MM followed by AM or PM.

▪@EVENTPHY: This will pull the provider from the physician field on the Event screen of the appointment to the message.

 

•Message Content: The message the patient will get for the selected message.

 

•Days Before Appointment: The number of days before the appointment to send the message. This field will not display for Affirmation messages.

 

•Message Start Time: The time of day to begin sending the message.

 

•Message End Time: The time of day to stop sending the message.

 

•Minutes Between Run: The number of minutes between sending out messages.

 

NOTE: Appointment Reminder message will contain the text "<<No Reply>>" at the end to notify recipients that the mailbox messages are not monitored.

 

 

Mass Change Messages

 

The Mass Change option allows facilities to set Affirmation, Reminder, and Confirmation messages to active or inactive by resource (i.e., by Location/Personnel).

 

 

Select Web Client > Tables > Patient Intake > General Control > Messages > Mass Change

 

General Control - Messages - Mass Change

 

 

The list of the screen will display all Resources that have been set up in the Location and Personnel tables. The list may be delimited by Resource, Message Type and Resource Status (i.e., Active/Inactive).

 

Make sure to select the Message Type needing to be activated/inactivated from the drop-down and then select the Resources from the list.

 

Once all Resources has been selected, select Activate or Inactivate on the action bar.