This article describes how you can easily make appointment reminder calls from McKesson Medisoft Office Hours using 1-800 Notify.

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

How to Export Your Schedule from Medisoft Office Hours to Upload to 1 800 Notify

1.) From the menu select List > Appointment List
- or click the toolbar icon called: Appointment List

2.) From the Appointment List window, make sure that:

a. Appointments are sorted by Date.

b. Click Appointments from today forward (upper right corner)

c. Click Print Grid button.

3.) On the Print Grid screen, do the following:

a. Make sure the list of columns are as shown as ordered as follows:

• DATE
• NAME
• PHONE
• START TIME
• PROVIDER
• RESOURCE
• REASON CODE
• STATUS
  

b. Click the check box next to Save as default (so these settings are saved for next time).

c. Click OK. 

4.) On the Print Report Where screen, do the following:

a. Select Export Data to CSV file
b. Click Start

5.) Finally, in the Save As dialog box, perform the following:

a. Select a folder location using the pull down next to Save In.

b. Type a file name for the schedule export.  You might want to name the file with the date of today’s export. 

c. Click Save.

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Next, log into your secure account at 1 800 Notify ( www.1800notify.com) and upload your newly exported schedule (.csv) file using these steps: 

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