This article describes how you can easily make appointment reminder calls or text messages from Eagle Soft (Patterson Technology) using 1-800 Notify.
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1. Login to BioSoft World Medical Scheduler.
2. View the Appointments screen.
3. Click the Report Manager icon.
4. In the Report Manager window,
- Select Appointment Details and Notes report
- Set the Date of the appointments.
- Set the Appointment Attendance status to: Upcoming.
5. Click Preview Selected Report in the upper left corner.
6. Click the Pull-down next to the PDF Disk icon in the upper right corner and select CSV File from the list.
7. Leave the CSV Export Options as-is and click OK.
8. Finally, you will be prompted to select a folder and name the file.
We suggest creating a folder called "1-800 Notify"
And naming the file the date of the appointments "07-31-2015"
(for July 31, 2015)
--------------------- YOU'RE DONE WITH THE EXPORT --------------------------
Now, login to your account and upload this file securely to start the reminders to your patients.
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