You can now send appointment reminder calls and text messages from Nightingale Notes by Champ Software. All you need to do to get started is contact us online here or call us at 1-800-939-1853. We offer a 30-day free trial.
ONE TIME SETUP -- You'll also need to setup a custom report in Nightingale Notes that has the following columns in this order:
|Location||Starts at||Last name||First name||Home phone||Cell phone||Status prefix|
If you need a hand creating this custom report, please contact us - 1-800-939-1853.
STEP 1: Export your schedule to a CSV file from Nightingale Notes
1. Log into Nightingale Notes.
2. Click the Reports link in the upper right corner.
3. Locate the report you created - in this case it's named 1A Daily Schedule Report which puts it at the very top of the list.
Click the Edit icon (paper with pencil on it)
4. Click the Filter tab.
Adjust the dates for the date of the appointments for which you want to send reminders.
** Make sure you are selecting the entire working day - in this example it's from 8:00 AM to 6:00 PM
Click the Run tab.
5. What happens next depends a little on your web browser and your browser settings. In this example, the browser asks us if we want to Open or Save the file.
Click on Save File, then OK.
Where this file is saved also depends on your browser settings. If you have not changed them, the fill will ususally be stored in your "Downloads" folder.
You'll need to know this when you grab the file to upload it in the next step to your account on 1-800 Notify.
STEP 2: Upload and schedule when your reminders will start.
See this related article for help on uploading your file:
Nightingale Notes, Champ, Champ Software, Appointment Reminders