Automated Patient Appointment Reminder Calls with ChiroTouch and 1-800 Notify

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Automated Patient Appointment Reminder Calls with Chriotouch and 1-800 Notify.
 

1.) Start the ChiroTouch Front Desk Application, by touching the Hand, then click the CT Applications ChiroTouch Front Desk icon.

2.) Click this button at the bottom of the screen: 

3.) Click the Reports tab at the top: 

4.) Scroll down and select Future Appointment Schedule (By Date)

5.) Click the Preview button in the left side of the page 

6.) Select the Start Date and End Date by clicking the dates in the calendars (usually the next working day):

7.) Preview the report to make sure the correct dates and All providers are showing.  Then click Export

8.) Select Microsoft Excel (XLS) from the pull-down:

IMPORTANT, Click the Browse… button to make sure the report is going to your My Documents folder. It will usually default to a different folder like this one:

You need to change the folder to My Documents.  Type or double-click on the 1schedule file name to change it to something more meaningful, like 08-02-2014 (the date of the schedule you are exporting).  This will make it much easier to find later and reduce mistakes.

 You're all done with the export, now you need to upload and schedule your calls on 1800notify.com using these instructions:

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