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Automated Appointment Reminders with NextGen and 1-800 Notify

  nextgen-logo.png

Want to try our appointment reminders? Click here: http://www.1800notify.com/signup/

This article describes how you can easily make automated appointment reminder calls from NextGen using 1-800 Notify.

NOTE: If these steps don't seem to work for your version of NextGen, then look at another NextGen procedure:

https://1800notify.zendesk.com/entries/23170792-NextGen-Export-to-Text-file-txt-

1.) Login to NextGen.

2.) From the menu, select

Reports > Scheduled Case Reports >

M) Phone Call List.

nextgen-phone-call-list.png

3.) Click the check box next to your own department name or names of departments you want to include in the 1-800 Notify patient appointment reminder calls (In this screen shot it is REHAB) 

nextgen-sel-dept.png

4.) Select the DATE RANGE for the report.  Make sure to select just a single day so you only call people with a single day’s worth of appointments.

Then, click the Query button to see the report on the screen.

nextgen-save-date-range.png

5.) Click the Excel button at the bottom of the screen to export the report to Excel.

nextgen-save-excel.png

6.) Then you will be prompted to select fields.  Leave all fields checked and click Continue.

nextgen-field-selection.png

7.) In the Save As window, leave the PATH shown below alone – this will be OK. But you should click just before the .XLS at the end of the file name and add a date for the schedule you are exporting using dashes (e.g. 11-28-12.xls) TIP: DON’T USE “/” as the file name will not save.

nextgen-save-as.png

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You're done with the export, now login to your secure account on 1-800 Notify to upload and schedule your calls using this file you just exported.  Here are the steps to get that done:

https://1800notify.zendesk.com/entries/23354511-Upload-and-Schedule-Your-Reminder-Calls-and-or-Text-Messages-

Martin Trautschold

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