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Automated Patient Appointment Reminder Calls from AdvancedMD (ADP) with 1-800 Notify

This article describes how you can easily make appointment reminder calls from AdvancedMD (ADP) using 1-800 Notify.

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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 (or text messages to be sent) to your patients. 

1.) Start AdvancedMD.

2.) Select Reports > Appointments > Appointment Confirmation Detail from the menu.


3.) On the next window, select the DATE RANGE for TOMORROW or the specific date you wish to export, if today is FRIDAY and you may want to export MONDAY’S date. 


4.) Click the SELECT ALL button under the COLUMNS area as shown to highlight all the items.


5.) At the bottom of the window, click CSV (COMMA DELIMITED VARIABLES) next to EXPORT, then click the GENERATE button.


6.) Click the pull-down next to the SAVE button and select **SAVE AS. 

**NOTE: This step may be a little different for you if you are not using Microsoft Internet Explorer web browser.  But look for a "SAVE" or "SAVE AS" button so you can save the exported file.


7.) Now, select a folder to save the file where you can easily find it to select it when you want to upload it to 1-800 Notify and create a file name that is easy to remember.  Usually the date of the export works well.  If you are exporting for 7-23-2013, then name the file the same thing.



NEXT STEP - Login to your account on 1-800 Notify ( to securely upload your calling schedule using these instructions:

Martin Trautschold

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