To ensure your patients receive appointment communications via email, you'll need to do two things:
define what email communications you'd like to send
opt patients in to receive email communications
WriteUpp comes with a number of email communications predefined, which you can read about here, but you can quickly and easily add additional ones by following the steps below.
To set up an email appointment communication:
Go to Main Menu -> Settings -> Scheduling -> Appointment Communication
Click on New Trigger at the bottom of the screen
Use the drop down boxes to specify your communication details, including:
Method - SMS or Email
Message template - What information would you like send?
Event - What event in WriteUpp will trigger the sending of the message?
If type is (optional) - Available for confirmations and reminders. Would you like the message to be sent for only a particular appointment type?
Change status to - Available for a status change event only. Changing an appointment to which status will trigger the message?
When? - Available for reminders only. When would you like your message sent?
Once you hit save, you'll be taken back to your list of communication triggers and see an entry relating to the one created
Repeat to add as many communications as you would like to use!
define what email communications you'd like to send
opt patients in to receive email communications
WriteUpp comes with a number of email communications predefined, which you can read about here, but you can quickly and easily add additional ones by following the steps below.
To set up an email appointment communication:
Go to Main Menu -> Settings -> Scheduling -> Appointment Communication
Click on New Trigger at the bottom of the screen
Use the drop down boxes to specify your communication details, including:
Method - SMS or Email
Message template - What information would you like send?
Event - What event in WriteUpp will trigger the sending of the message?
If type is (optional) - Available for confirmations and reminders. Would you like the message to be sent for only a particular appointment type?
Change status to - Available for a status change event only. Changing an appointment to which status will trigger the message?
When? - Available for reminders only. When would you like your message sent?
Once you hit save, you'll be taken back to your list of communication triggers and see an entry relating to the one created
Repeat to add as many communications as you would like to use!
Updated on: 23 / 12 / 2020