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Automated Appointment Reminders with EHR / PM (Work Flow) and 1-800 Notify

Want to try our appointment reminders? Click here:

If you want to make patient appointment reminder calls or patient appointment reminder text messages from the Workflow EHR system, this article is for you.

This article describes how to export your schedule from EHR system using the custom 1-800 Notify Report ( can quickly create this report for you).  If you don't have this custom report, then you can also use the ROLE Reception report. 

This report will allow you to easily make patient appointment reminder calls for all your patients in EHR.

Step 1: Request the Custom 1-800 Notify Report from Support

If your support representative cannot easily create this report, then please contact us at 1-800-939-1853 and we will help you.

Step 2: In the Reports section of the left tab, click the 1-800 Notify Patient Reminders Report as shown.


Step 3: Adjust the Start and End Dates to be the dates appointments you want to call with reminders.

NOTE: If you change the date, make sure to click the RUN REPORT button on the RIGHT SIDE

Step 4: Click the Download Button - SELECT SAVE - Then move over to a folder you can find when you need to upload to 1-800 Notify

You should now have a copy of the selected appointments in an Excel format file that you can then upload to 1-800 Notify.


What's next?

If you're just getting set up, then upload your Sample Export files using this article:


If you're already set up and you want to upload and schedule your calls using this article:


Martin Trautschold

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