Custom Messages (Call or Text) from Microsoft Office Excel Spreadsheet

Now, you can easily send automated appointment reminders (call or text) from a very simple Microsoft Office Excel spreadsheet. You can easily send any customized message to all your patients -- CALL or TEXT.

How do we send texts?  We can auto-detect if the phone number you entered is a valid mobile phone or a land line.  If it's a mobile phone and you want us to send a text message reminder, we'll do it.

STEP 1: If you haven't already, sign up for our Free Trial 


STEP 2: Create a new spreadsheet or download our sample (below).

If you are creating a new spreadsheet, make sure to use the columns as shown below.


STEP 3: Add people, phone numbers and message types.

NOTE: You'll have to tell us the Message Codes you'd like to use for your calls or texts.  


FOLLOW might say "You are due for a follow up appointment, please press 2 to schedule your appointment now."

LABS might say "You are due for Lab work, please call the office to schedule it now."


STEP 4: Save as Microsoft Excel 97/2003 (.xls) Type

When you save your file from Open Office Calc, make sure that it is saving in "Microsoft Excel 97/2003 (.xls)" format.  

Use the Save As Type drop down in the file save window as shown.

WARNING: If you save the sheet as the default Excel format, which is XLSX (.xlsx) Workbook, we will not be able to read the file and it won't work.

If you see a question about keeping current format, or save in Excel Workbook format, make sure to click the Keep Current Format button.

STEP 5: Upload and Schedule your Calls or Text Messages

You're done - now you can upload and schedule your messages to go out by following these steps:


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