Post

1 follower Follow
0
Avatar

Job Completed Email Formats Described

This article describes how to select the various Job Completed email formats and what they look like in the 1-800 Notify system.

TIP: To learn how to select different Email Formats, please see this related article.

TIP: To re-send yourself a Job Completed email report, see: https://1800notify.zendesk.com/entries/37592187

 

Don't See An Email Report Format That You Need?

Please contact our support team by email (support@1800notify.com) or phone 1-800-939-1853 to request a specific format that you don't see shown here.  We regularly add new formats to meet our customer's needs.

EMAIL FORMAT: No Patient Details

Sometimes you might want to remove the patient details from the email, you can do that easily with a switch in the Administration area of your account.  To select a No Detail email report format, check out this article: https://1800notify.zendesk.com/entries/61193555 

job-completed-no-details-sm.png

 

EMAIL FORMAT: Default 

The Default email report format is normally used for the 1-800 Notify Appointment Reminder service and looks like the image below.

1800-email-default.png

EMAIL FORMAT: Default Detailed

The Default Detailed format will allow you to see the duration of the phone call, if it was answered by a person or answering machine / voice mail.  This can be useful especially on the status of "Person answered" and allow you to understand how long the person listened to the message before they hung up.

TIP: If you see too many person answered statuses on your reports, we recommend** "training your patients" by asking them to please make sure to press 1 before they hangup** if they know they are coming to their appointment.

email-format-def-details.png

 

EMAIL FORMAT: Default Provider 

The Default Provider email report format is normally used for the 1-800 Notify Appointment Reminder service and looks like the image below.  NOTE: The provider field needs to be copied into the labs field for this report to work correctly.

1800-email-def-provi.png

 

 

EMAIL FORMAT: Universal and Universal Detailed

The Universal and Universal Detailed email report format is normally used for the 1-800 Notify Patient Billing Reminder service and looks like the image below.

1800-email-univ-det.png

 

Results Status Messages Described

The basic status messages that you might see will vary based on the type of message and message options you chose.  

Status Messages for Appointment Reminders

_Person answered: Someone answered the phone and listened to the message or simply answered said Hello and hung up. _

Left message: An answering machine answered the call and a special answering machine message was left (without any request for the listener to press numbers, instead it asks them to call back a phone number).

Appointment confirmed: The person pressed 1 to confirm their appointment if it was a phone call, or replied "Y" to a text message.

_Transfer to office: The person pressed 2 to transfer to your front desk to reschedule. _

Busy or no answer: The person was not reachable after a number of tries (phone had busy signal, other error signal, or simply no answering machine on this number).

Invalid Phone Number: The phone number was missing or not properly formatted.

Text Message Sent: A text message was sent, but there has been no response in the allotted waiting time (usually 30-60 minutes).

Status Messages for Billing Reminders

Credit Card Payment: The person pressed '2' to be transferred to your office to make a payment by credit card.

Payment Mailed Soon: The person pressed '5' to indicate they have sent or will soon send payment for their invoice.

New Insurance or Billing Question: The person pressed '6' to indicate they have new insurance or a question about their bill.

Transfer to office: The person pressed 4 to transfer to your front desk to reschedule.

Person answered: Someone answered the phone and listened to the message or simply answered said Hello and hung up.

Left message: An answering machine answered the call and a special answering machine message was left (without any request for the listener to press numbers, instead it asks them to call back a phone number).

Busy or no answer: The person was not reachable after a number of tries (phone had busy signal, other error signal, or simply no answering machine on this number).

Invalid Phone Number: The phone number is missing or not properly formatted.

Text Message Sent: A text message was sent, but there has been no response in the allotted waiting time (usually 30-60 minutes).

Adding New Status Messages

We also add new status messages based on customer requests.  For example if you need a specific status message when someone presses a number (e.g. 7) when they listen to your message, let us know and we'll get it done for you.

Martin Trautschold

Please sign in to leave a comment.