Automated Appointment Reminders from 1st Providers Choice (IMS Software) with 1-800 Notify

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This article will show you how to send customized professional reminder calls or text messages to all your 1st Providers Choice IMS Software scheduled patients.  If you want to send affordable appointment reminders from IMS , you can use the service from 1-800 Notify by simply exporting your daily schedule to CSV file and uploading it to your HIPAA secure account.  It's very easy to setup and use.  Once you get going, it just takes about 3 minutes a day to call all your patients!  

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1. From the menu, select Reports > Front Desk

 

2. From the Report Center, click Scheduler, General and then double-click on Schedule By All Options to bring up the options for this report.

 

3. From the Parameter window, select the From and To dates for the appointments, and select your Office from the drop down or ALL.  Then click OK.

 

4. You will now see your selected date of appointments on the screen.  Verify the date is correct and all the appointments are listed.  If not, adjust the parameters and try again.

 

5. From the menu select: Action > Export to...

 

6. From the Export window, select the Format: CSV.  
Then, click the File... button.

 

7. From the Select File window, use the pull-down at the top and select Desktop (or another folder you can easily find later when you need to select this file to upload it to 1-800 Notify).

 

8.  Type a name for the file - such as the date of the exported appointments (Ex. 4.1.15 appts)

 

9.  Click the Export button and if all goes well, you should see the Data exported successfully pop up.

 

YOU'RE DONE WITH THE EXPORT - NOW, LOGIN AND UPLOAD YOUR FILE TO YOUR HIPAA SECURE ACCOUNT AT WWW.1800NOTIFY.COM USING THESE STEPS:

https://1800notify.zendesk.com/hc/communities/public/questions/201904339

 

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