TIER Software Appointment Reminders (Call or Text)

Now, you can easily send automated appointment reminders (phone call or text message) from your schedule in Netsmart TIER System.  In a few simple steps, you can generate your export file for 1-800 Notify so you can easily send appointment reminders to all your patients.

What if a mobile phone is in the Home Phone field? We can auto-detect if the phone number you entered is a valid mobile phone or a land line (even if it's in the home phone field).  If it's a mobile phone and you want us to send a text message reminder, we'll do it.

Interested in trying out our service? Check out our Free Trial.

NOTE: This procedure requires that your IT Staff create a custom report called Appointment Reminders that creates an export file with the following fields from your TIER system: Start, Finish, ClientID, Resourcename, BestContact (phone), LangauagePreference, procedurename, facilityname, PhoneHome,     oktocallH, oktolvmsgHome, PhoneCell,     oktocallCell, oktolvmshCell, PhoneW,     oktocallw, oktolvmsgw, EMAIL, pgmname, deptname.  If you need help getting this done, please contact us at 1-800-939-1853.

STEP 1: Export Your Schedule

1.1 Click on Service Delivery in the left column, then Reports, then (you may need to click on the SECOND PAGE OF REPORTS) then the Appointment Reminders button.

1.2 Leave the Default "Screen" and click Next.

1.3  Select the date for the appointments and the location and click OK.

NOTE: To select a specific date to export (e.g. 11/9/15), click the top calendar next to StartDate and select that date. (e.g. 11/9/15.) Then click the calendar under EndDate and select the NEXT day (e.g. 11/10/15) 

1.4  Verify you are looking at the correct date of the appointments, then click the EXPORT icon (envelope with red arrow near top) and then select Format: Microsoft Excel 97-2000 - Data Only (XLS) and Destination: Disk File then, click OK.


On the next screen, please select Minimal: Data is exported with no formatting applied.


1.5  Now save the file in a location where you can easily find it later when you need to upload it to your account on www.1800notify.com.

In this example, we choose:

Desktop (in left column)

Public (in center)

Bridgeport Outpatient (in center)

1800 Notify (in center)

Then type the date as the file name - like 11-10-2015

Click Save



STEP 2: Upload that file to your account on www.1800notify.com

Use these related instructions to get that done.







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