Automated Patient Appointment Reminder Calls from e-MDs Lytec with 1-800 Notify

This article will show you how to make Patient Appointment Reminder Calls or Text Messages from the e-MDs Lytec system.

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

Reminder Calls or Text Messages are a perfect way to save staff time and reduce no-shows.

This is the first step you need to do in order to upload your schedule to your account on the secure 1-800 Notify web server for phone calls to be made to your patients.  When you get good at it, it usually will take you less than 3 minutes every day - to call 20, 50, 100 or more patients!

1.) Login to Lytec.

2.) View your schedule by clicking Scheduling > Schedule Appointments.

 
3.) At the bottom of the scheduling screen, select Print > Appointments by Date-Time.

4.) Select the Date of the report, usually 1 or 2 business days ahead of today, click Print.

5.) Verify you have the correct date selected from the report preview screen and click the Export Report icon in the upper left corner

6.) At the bottom of the Save As window that pops up, make sure to set the Save As Type to Microsoft Excel (97-2003) Data Only (*.xls) format.

7.) Also in the Save As window, verify that you can find the folder location where this Excel (XLS) file will be saved (shown at the top of the screen) and type a file name that you can easily remember when you select it later to upload to 1-800 Notify.  (Usually, the date of the schedule is a good name, like 08-10-2018.xls)

You're done with the export, now all you need to do is securely upload the file to your account on 1-800 Notify using these steps:

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