Intellect™
SCHEDULE MENU OPTIONS
Appointment Reminder
Twilio
Twilio Automated Appointment Reminder Questionnaire
Please answer questions A through G and return this form to the trainer or support representative with whom you are working. This information is needed for PCS to set up the Automated Appointment Reminder feature on your system. If you have any questions, please ask your trainer or support representative for further explanation.
A - How far in advance of their appointment do you want the patient called. For example, if a patient has an appointment on Wednesday, do you want them called on Monday (2 days) or Tuesday (1 day). If the patient's appointment is on Monday, do you want them called on a weekend day, or on either Saturday or Sunday? Please note below which day of the week the patient should be called:
Appt On: Call Patient On:
Monday _____________
Tuesday _____________
Wednesday _____________
Thursday _____________
Friday _____________
Saturday _____________
Sunday _____________
B - Between what hours do you want the patients called. For example, do you want all the calls placed between 9:00am and 5:00pm, or later in the day between 5:00pm and 9:00pm?
Beginning time for first call: __________
Ending time for last call: ____________
C - Do you want to phone patients for all Appointment Types? If you want to call patients for ALL Appointment Types, write ALL and PCS will run a query to set this up. __________
If not, please complete the Utility --► Set Up --► Appointment --► Appointment Type <CallSTAFF> field for all appointment types, indicating whether to call ('Y') or not to call ('N') with an appointment reminder.
D - Do you want to phone patients for ALL providers? If you want to call patients scheduled for ALL providers, write ALL and PCS will run a query to set this up. ____________
If not, please complete the Utility --► Provider --► Provider <CallSTAFF> field for all providers, indicating whether to call ('Y') or not to call ('N') with an appointment reminder.
E - How many times do you wish the program to re-dial a patient if there is no answer? ___________
F - How many times do you wish the program to re-dial a patient if the line is busy? ___________
G - Do you want to call the patient's cell phone, or their home phone. The information is entered on the patient registration screen.
__________ Cell Phone
__________ Home Phone
There are several ways you can utilize the phone numbers on your patient screen:
• If your office does not request the patient's cell phone, the <cell phone> field could be used for the appointment reminder phone, completing it only when a patient would like a reminder call.
• If you select to call the cell phone and would like your home phone numbers copied to the <cell phone> field when blank, let your trainer or support representative know.
• The name of the field you select to use for the Automated Appointment Reminder can be changed to clearly show the use of the field. For example, the <cell phone> field name can be changed to <Cell/Appt Reminder No>. Let your trainer or support representative know if you would like the field name changed.
• If your office would like to send patient reminders via text messaging, the <cell phone> field MUST contain a cell phone number.