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Automated Patient Appointment Reminder Calls from Greenway Intergy (formerly Vitera Intergy) with 1-800 Notify

intergy-logo.png

You can now send reminder calls (or text messages) to your patients from Greenway Intergy (formerly Vitera Intergy).  These steps describe how to run a report to export your Intergy Appointment Schedule to a text file (.txt file) in order to call (or text) your patients to remind them of their upcoming appointments.

NOTE: We have other articles for different versions of Intergy.  If this article does not work for you, please check out these articles:

https://1800notify.zendesk.com/entries/23173821-Automated-Patient-Appointment-Reminder-Calls-with-Greenway-Intergy-formerly-Vitera-Intergy-and-1-800

https://1800notify.zendesk.com/entries/51157566-Making-Well-Woman-Recall-Appointment-Reminders-with-Greenway-Intergy-and-1-800-Notify-was-Vitera-Int

 

TIP: Check out the links at the bottom of this article to download a PDF version of these steps including all the screen shots.

NOTE: These instructions were developed for Intergy Version 8.  If you have a different version, the process may be slightly different and we support other export processes ( see related article here).  Please contact us at support@1800notify.com for help.

  1. Login to Intergy.

2. Select Reports from the menu at the top of the page.

  vitera-reports.jpg

3. Find the report by typing "phone tree" in the Name contains search window.

  vitera-ptree.jpg

4. If two reports show up with the same name, click on the bottom one, which is Version 2 (but does not show it).

  vitera-ptree-second.jpg

5. Next, click the Run button.

  vitera-run.jpg

6. Select the Report Dates you need for your reminder calls.  This could be the next business day or you 2 business days ahead depending on your organization’s process.  You usually will select the same From and To dates.  

  vitera-date.jpg

7. On that same screen in the Include area, check to make sure you have correctly selected Locations, Providers, Rooms and Equipment for your needs.

  vitera-all-prov-all-loc.jpg

8. Now, click Run to start generating the report.  You may experience a little delay as the report is generated.

  vitera-run-rept.jpg

  1.  What happens next, depends how your system is configured.

a. Intergy will attempt to store the report file on the server in a pre-configured directory. If the report is stored on the server, you will need to locate it in order to select it to upload to 1-800 Notify’s web site for your calling.

b. If Intergy cannot store the report file in the default server folder, you will see an error window similar to this:

  vitera-info.jpg

You will then be asked to select a new destination. We recommend putting the file on your own computer (either Desktop, or a folder you create to store and organize these export files like "1800Notify")

vitera-loc-file.png

 

Next steps, log into your account at www.1800notify.com and upload this file and schedule when you want the calls to start.

Please check out our knowledge base at https://1800notify.zendesk.com/entries/23354511-Upload-and-Schedule-Your-Reminder-Calls-and-or-Text-Messages- for detailed instructions about how to upload and schedule your calling job.

 

 

Martin Trautschold

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