WonderDoc Manual

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Appointments Reminders

Appointment reminders are managed through a separate WonderDoc application called the Appointment Exporter.  This application is available to open in your programs list under the WonderDoc subfolder.

Setting Day and Time to Export Appointmentsappointment exporter

  1. Select the date of appointments you would like reminder messages to be sent for clicking the calendar icon in the drop menu labeled “Date to Export”.
  2. Set the exporting time by clicking the button “Change”.

 

Using Phone Tree Application for Reminder Calls

  1. Set up an account with https://www.phonetree.com
  2. Access the Apts.csv file for Phone Tree located in the following directory: C:\Users\(your windows user name)\Documents\WonderDoc\PhoneTreeAppointments

 

Configuring Email RemindersManaging Email Reminders

  1. Check the box “Send eMail Reminders” at the bottom of the window
  2. In the pop-up window, enter email subject, return email address, SMTP Server (the email address provided by your internet service provider (i.e., jdoe@comcast.com), User Name, and Password
  3. Confirm check box labeled “Use Secure Connection” is checked
  4. Enter a custom message for the body of your email. (IMPORTANT: Do NOT remove the text {0}, {1}, {2}, {3}. They are macros that represent the patients’ name, date of the patient’s appointment, time of the patient’s appointment, and the patients’ provider, respectively.)
  5. Click the button “Test” at the bottom left corner
  6. In the pop-up window, enter the email address to send the test message
  7. Click “OK” (NOTE: if you see an error message, then the information in steps 1-3 is incorrect, or your email client requires you to authorize third-party applications to access your account.)

Sending Text Message Reminders

  1. Open patient data window
  2. Find and select patient
  3. Click “Edit”
  4. In the email, field enter the patient’s cell phone number followed by the @ symbol and their cell phone carrier’s website. For a list of mobile carrier email extensions click here: https://kb.sandisk.com/app/answers/detail/a_id/17056/~/list-of-mobile-carrier-gateway-addresses
  5. Click Update at the bottom.
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