StreamLane EHR Appointment Reminders (Call, Text Message, or Email)

Now, you can easily send phone call, text message or email appointment reminders from StreamLane EHR (Stream Lane).   If you want to send affordable appointment reminder calls or text messages from StreamLane, you can use the service from 1-800 Notify by simply exporting your daily schedule to an 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 remind all your StreamLane patients!

VALIDATE MOBILE PHONE NUMBERS: If you choose, 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 reminder, we'll do it.

SEND EMAIL REMINDERS AS WELL: If your patients have email addresses, and you want to send email reminders, we can do that as well.

Like to give us a try?  Check out our FREE TRIAL.

STEP 1: Export from StreamLane to a CSV File

1. Click the Schedule menu and select Export Reminder Information.

2. Adjust the Appointment Date to export (usually 2 working days ahead is best).

3. (optional, but recommended)  Change the default Export Folder where the export file is stored.  You can change it to your Desktop or create a new folder on your Desktop or Documents to find it easily when you need to upload it.

4. Note the file name (usually, it's the date of the exported appointments.CSV) and click Generate File.

STEP 2: Upload the CSV appointments file to your account to schedule the Reminders to start

https://1800notify.zendesk.com/hc/en-us/articles/360054528271 

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