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Automated Patient Appointment Reminder Calls from McKesson Medisoft Office Hours using 1-800 Notify

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

msoft-appt-icon.png

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.

msoft-appt-list-window.png

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

msoft-order-columns.png

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

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

msoft-export-csv.png

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.

msoft-save-as.png

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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-

 

 

Martin Trautschold

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