Intellicure Appointment Reminder Calls and Texts

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This article will show you how to send customized professional reminder calls or text messages to all your Intellicure patients.  If you want to send affordable appointment reminder calls and texts from Intellicure, you can use the service from 1-800 Notify by simply downloading your Appointment Call List report as a PDF 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 call all your patients!

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STEP 1: Download your Intellicure Appointment Call List as a PDF file.

 

1.1  Click Scheduler in the upper left corner, then REPORTS next to that.

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1.2  Select the Call List report.

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1.3  Select your Service Locations and Date of appointments to view.  Then click View Report.  Validate you see the correct patients for the selected location(s) and date.

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1.4  If everything looks good, then click the Download Icon in the upper right corner to save this report as a PDF file on your computer.  

TIP: Name the file something that will make it easy to find when you need to upload it and put it into a directory/folder you can easily find later (example "Documents" or "Desktop").

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STEP 2: Upload that file to your HIPAA-secure account at 1-800 Notify (www.1800notify.com) by following these steps:

https://1800notify.zendesk.com/hc/en-us/community/posts/201904339

 

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