This article describes how you can easily make appointment reminder calls or text messages from Provision using 1-800 Notify.
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1. From Provision, select the Scheduling Reports and click the ReminderPro button.
2. Select the date of the appointments you wish to export (usually 2 working days ahead of today), then click Process.
3. Select Yes to view in Excel.
4. From Excel, select File > Save As -- make sure to leave as CSV (comma delimited) We recommend naming the file the date of the appointments.
Also, make sure to save the file in a folder that you can easily find later such as a new folder called 1-800 NOTIFY or your desk top.
5. Close out of Excel. You can ignore the warnings to save the file again, you’ve already saved it.
--------------------- YOU'RE DONE WITH THE EXPORT --------------------------
Now, login to your account and upload this file securely to start the reminders to your patients.
HERE ARE INSTRUCTIONS SHOWING HOW TO GET THAT DONE.
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