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Practice Fusion (PF) Appointment Reminders (Call and Text) - STANDARD VIEW (pdf)

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Want to try our Appointment Reminders for free?  Click here: https://www.1800notify.com/signup/

 

NOTE: We also are compatible with the PHONE LIST view, you can view those instructions here: https://1800notify.zendesk.com/hc/en-us/articles/203861249

 

This article will show you how to send customized professional reminder calls to all your Practice Fusion scheduled patients.  If you want to send affordable appointment reminder calls from Practice Fusion, you can use the service from 1-800 Notify by simply printing your daily schedule to 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! 

 

Print Practice Fusion STANDARD VIEW Schedule to PDF for Appointment Reminder Calls 

1.) Login to Practice Fusion.

2.) Click the Schedule icon on the left side, select the Date you wish to view, click the Appointments tab, click Standard View,  and then click Print.

 

3.) In the Print Preview window, make sure you see the correct calendar and click Print in the upper right corner.

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4.) From the printer selection, select "SAVE AS PDF" or select another PDF printer that you may have.

Important: Using Google Chrome's "Save as PDF" function seems to work best. 

 

5.) Depending on your browser settings, the file might just be saved in your "DOWNLOADS" folder.
If you are asked for a file name and location, select a Folder on your computer that you will remember or use your Desktop (TIP: You could create a folder on your Desktop called “1-800 Notify”)

 

 

 

6.) Adjust the file name for the date of the agenda you are printing – for example Oct. 4, 2015 would be named Practice Fusion 10-04-15 (Don’t use “/” as they aren’t allowed).

alert-icon.png REMOVE ALL COMMAS FROM THE FILE NAME: Wednesday, September 13, 2017.html should be changed to something without commas, like 07-13-17.html

 

 

 

 

 

 

 

IMPORTANT: Please remove any commas from the file name: E.g. Monday, September 19, 2016 should be changed to "Monday September 19 2016" or simply "09-19-2016"

 

 

 

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Next, log into your account at www.1800notify.com and upload this file and schedule when you want the reminder calls or text messages to start.

 

 

 

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Martin Trautschold

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