Booking Reminder Report Screen




The Booking Reminder Report screen can empower your Practice by providing you with the ability to effortlessly send timely booking reminders to both Patients and Debtors. Additionally, it supports bulk actions, allowing for the mass sending of emails and SMS messages directly from this screen, ensuring smooth scheduling and effective communication.

  • The contents of this user manual will consist of the following information:
    • Filters
    • Column Options
    • Columns
    • Booking Reminder Report Sidebar
      • Bulk Actions
      • Patient Information
    • Page Options
    • Export

  • This user manual will start on the Reports screen.


  • Click on the CRM tab.


  • The Build SMS/Email screen will open.


  • Click on Booking Reminder tab.


  • The Booking Reminder screen will open.



Filters

Filters are tools or functionalities that allow you to narrow down or refine the results displayed on the Booking Reminder Report screen.

  • Click on the Filter drop-down menu to select how the screen will be filtered.

    • Context Filter: Changes filter options to refine the information of the Report.
    • Default Filter: Predetermined filters that will always be available to search with.

  • Click on the Patient Name field to enter the Name of the Patient.



  • Click on the Patient Surname field to enter the Surname of the Patient.



  • Click on the Patient ID No. field to enter the Identification Number of the Patient.


  • Click on the Patient Cell No. field to enter the Cellphone Number of the Patient.



  • Click on the Debtor Name field to enter the Name of the Debtor.




  • Click on the Debtor Surname field to enter the Surname of the Debtor.



  • Click on the Diaries drop-down menu to select the desired Diary by which the list will be filtered.
    • Tick the checkbox of the desired Diary.



  • Click on the Booking Types drop-down menu to select the desired Booking Type by which the list will be filtered.
    • Tick the checkbox of the desired Booking Type.


Please Note: More than one Booking Type can be selected.

  • Click on the Booking Statuses drop-down menu to select the desired Booking Status by which the list will be filtered.
    • Tick the checkbox of the desired Booking Status.


Please Note: More than one Booking Status can be selected.

  •  Click on the From field to open a Date Picker, and Select from what Date the Booking search will start.



  • Click on the To field to open a Date Picker, and Select the Date the Booking search will end.



  • Click on the Show Only Future Bookings slider to show all past and future bookings.


    • Click on the Show Only Future Bookings slider a second time to include only future bookings.



  • Click on the Deleted slider to include/exclude Deleted bookings.

    • Click once to view Bookings that have been Deleted.


    • Click a second time to view Bookings that have not been Deleted.



  • Click on the Debtor Account Identifier field to enter the Debtor Account Identifier.



  • Click on the Patient File No. field to enter the Patient File Number.



  • Click on the Debtor MA No. field to enter the Debtor's Medical Aid Number.



  • Click on the Update Results button after all the filters have been set.


  • The Booking Reminder Report screen will display with all the chosen filters applied.



    • Click on the Reset Filters button to empty all filter columns.



    Column Options

    Several additional Options are available for the Columns. These additional Options are to help the User adjust the Report, refine the Search and give more specific results.


    • Click on the Select All Results button to Select All Results on the filtered list.



    • Click on the Expand Widths button to auto-fit the Column Width to the information within all columns.



    •  Click on the Reset Widths button to restore the original Widths after any modifications were made.



    • Click on the Sort Columns button to sort the Columns in the order that you desire.


    • Click on the Choose Columns button to select the columns that will be displayed on the List.


    • Click on the Context Layout drop-down menu to select the type of layout that will be used for the screen.



    Columns

    All the information on the Booking Reminder Report screen is divided into Columns to logically group related information together.


    • An explanation will be given for each of the Columns:
      • Booking Date: The Date on which the Booking is scheduled.
      • Booking Type Name: The Type of Booking that was scheduled.
      • Booking Status Name: The Status of the Scheduled Booking.
      • Debtor Name: The Name of the Debtor.
      • Debtor Surname: The Surname of the Debtor.
      • Patient Name: The Name of the Patient.
      • Patient Surname: The Surname of the Patient.
      • Patient ID Number: The ID Number that belongs to the Patient for whom the Booking was created.
      • Patient Cell No.: A Mobile Number where the Patient can be reached by telephone.
      • Patient Email: An Email Address where the Patient can receive Emails.
      • Diary Name: Name of the Diary where the booking is scheduled.

    Booking Reminder Report Sidebar

    The Booking Reminder Sidebar allows you to view the Patient's demographic and Medical Aid information. You are also able to send bulk SMSes and Emails to multiple Patients, as well as make necessary calls from the sidebar.



    Bulk Actions

    You are able to send the same SMS and Email to multiple Patients from the Booking Reminder Report List.


    • Tick the corresponding Checkbox to select the desired Patients on the Booking Reminder Report List, for whom you would like to send the same Correspondence. 


    • Click on the SMS button to send the same Text Message to the selected Patients.
     

      • Please Note: All the Cellphone Numbers of the selected Patients will be lined up on the SMS - Workflow Event screen.


        • For more information regarding how to SMS Patients, please refer to the user manual: Send an SMS.
    • Click on the Email button to send the same Email to the selected Patients. 


      • Please Note: All the Email Addresses of the selected Patients will be lined up on the EMAIL - Workflow Event.


        • For more information regarding how to Email Patients, please refer to the user manual: Send an Email.

    • Click on the Dial button to create a Call Event for each of the selected Patients.


      • For more information on how to make a call to a list of Patients, please refer to the user manual: Making a VoIP Call.
    Patient Information
    When Clicking on a result, the Demographic and Medical Aid Information of the selected Patient will be displayed.



    • The fields will be explained below:
      • Patient's Details (MS ASTRID HOFFERSON): The Patient's Title, Name and Surname.
      • Gender, Date of Birth, Age ( ♀️ 1985-06-11 (38 years)): Patient's Gender, Date of birth and their Age.
      • Account Number and Patient's File Number (000001503 (11296)): The Main Debtor's Account Number and the Patient's individual File Number.
      • Debtor Number (GPD15): A Debtor Number is autogenerated by the system and assigned per Patient.
      • File Number (R01000001): The File Number which is created by the system automatically when the system's file was created.
      • ID Number (8506110000002): ID Number of the Patient.
      • Cellphone Number (0614074971): Cellphone Number of the Patient.
      • Email Address (DOCSPANGOODX@GMAIL.COM): Email Address of the Patient.
      • Medical Aid Provider, Option and Number (DISCOVERY / 000000021 / DELTA CORE CLASSIC ACUTE): The name of the Patient's Medical Aid, Plan and Plan Number.


    Page Options

    All the additional options that are available for the page.


    • Click on the Previous button to Navigate to the Previous Page.


    • Click on the Page Number button to Navigate to the desired Page.


    • Click on the Next button to Navigate to the Next Page.


    • Click on the Items drop-down menu to select the Number of items that will be displayed on the screen.



    Export

    The Booking Reminder Report can be exported to a PDF or CSV file should you wish to Print or Save to your computer or open the form in an Excel or PDF format.

    • Once the desired bookings have been Selected, Click on the Export to PDF button to save the filtered results as a PDF file.


    Please Note: In order to Export to PDF, a file should be selected.

    • Once the desired bookings have been Selected, Click on the Export to CSV button to save the Report in a CSV format.


    Last modified: Wednesday, 19 June 2024, 11:52 AM