Diary Administration to Communication (Web App)

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.