Automated Patient Appointment Reminder Calls with Greenway Intergy (formerly Vitera Intergy) and 1-800 Notify

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Automated Patient Appointment Reminder Calls with Greenway Intergy (formerly Vitera Intergy) and 1-800 Notify

NOTE: We have other articles for different versions of Intergy.  If this article does not work for you, please check out this related article:
https://1800notify.zendesk.com/hc/en-us/community/posts/201904459

NOTE: This procedure assumes you have two schedules - Rooms and Providers that you need to remind patients of appointments.  Please consult our support team to determine if you need to do both.

1.) In the Intergy Appointment Scheduler, select Reports > Appointments Worksheet Report.

2.) To create your ROOMS report, select:

Report Type: Detail

Sort By: Rooms

**Appointment Dates: (select date for calls) – usually 2 working days ahead.

View: Click the **Rooms button and select the rooms for procedures.

Report Mode: Patient (Appts Only)

Options: Display Chart Number

                **Uncheck **all other boxes

Click Run.

3.) Then click Send to File and select TXT as the format (not PDF).

4.) Then you will be prompted to save the file name.

Select Local Disk C

Select the folder where you want to store the files: ex. 1800notify.

5.) Repeat the procedure to create your Providers file, but instead of clicking Sort by Rooms, click Sort by Providers.

6.) You may want to keep the files identified by naming the files with the date plus –r (rooms) or –p (providers).

Examples:

10-18-12-r.TXT = ROOMS

10-18-12-p.TXT = PROVIDERS

You're done with the export, now login to  www.1800notify.com and upload both files together and schedule when you want the calls to start by following these instructions:

https://1800notify.zendesk.com/hc/en-us/articles/360054528271