This function can be used to remind Patients of their Appointments in order to reduce "no-shows".
Please refer to the related button for the settings. 
Please Note: This function needs to be pre set up in order for it to work. 

  • The contents of this User Manual will comprise of the following information:  
    • Bulk Reminder SMS
    • Delayed Reminder SMS 
    • Booking Reminder Emails
    • Email Attachments 

Bulk Reminder SMS 

  • Sign in to the GoodX WebApp using your GoodX username and password.
  • On the Diary screen, Click on Admin on the Task Bar.



  • Click on CRM on the Menu Bar.



  • Click on Booking reminder SMS tab. 
  • Select the Entity and Diary from options available on the dropdown menu.
  • Filter the start and end date in the Booking date Range. 
  • Click on Filter Bookings.
  • Click on Send Bulk SMS. 

  • The SMS Workflow Event will open. 
  • From the drop-down next to SMS, the SMS Templates that was set up will be listed.
    • Select the Template that will be used. 


  • The SMS template will show with the Patients cell numbers that the SMS will be sent to. 
  • Click on Send to send the bulk booking reminder messages.

Delayed SMS
  • From the Diary screen Select a debtor that an SMS will be sent to.  
  • On the sidebar Click on SMS.


  • The SMS-Workflow Event pop up will appear.
  • The Send Now option will automatically be ticked. 



  • To send the SMS at a later stage untick the Send Now option. 
  • A section will appear to allocate a:
    • Send Date: Select a date from the Calendar.
    • Send Time: Select a time from the available options or type a specific time. 
  • Click on Send to Save the timeslot to send the SMS at the chosen Date and Time. 



  • To send the SMS immediately, tick the Send Now box.
  • Click on Send to send the SMS.



TAKE NOTE: All SMS that is sent from the system will be logged under the Admin Event History. For more information on the History, click on the link.


Booking Reminder Emails

  • On the Diary Select a Debtor to send an Email to. 
  • On the Sidebar Click on Email.


  • The EMAIL -Workflow Event screen will appear.
  • The patient's email address will be added automatically. 


  • From the Email Template drop-down menu, select the pre set up email template: Booking Reminder. 


  • This will open the email template that was selected. 


  • Click on Send to send the mail.
Email Attachments 

A feature has been added that will allow a user to add any .pdf file or Image as an attachment to the email by clicking on the plus (+) button in the email. The content of email attachments can now also be viewed.

  • Complete the body of the email.  
  • Click on +  next to Attachments to attach documents and images that the user would like to send to the debtor.
 
  • An Attention pop-up will appear to Choose Files.


    • To attach the Debtor Statement to the email tick the box next to debtor statement. 
    • Click on Choose Files to open the files on the computer. 
    • Click on OK after files were selected to attach to the email. 


  • All selected files will be added to the Attachments section.


  • To view an attached file, click on the eye icon next to the file. 



  • To delete an attached file, click on the trash can to delete it. 
  • An Attention pop-up will appear to ask if the user is sure they want to delete the attachment.
    • Click Yes to Delete 
    • Click No to Cancel 



  • To send the email click on Send, the email screen will close and will return the user to the Main Diary screen. 


PLEASE NOTE:  On the bottom of every screen there is a yellow lock button. 

  • This button has NO RELEVANCE in the SMS/Email Functions and is used in other functions on the Workflow Events tab.


Last modified: Thursday, 30 November 2023, 9:40 AM