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Making Well Woman Recall Appointment Reminders with Greenway Intergy and 1-800 Notify (was Vitera Intergy)

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This article will show you how to run a recall report in Greenway Intergy (was Vitera Intergy) software in order to upload this report and have 1-800 Notify do your calls (or text messages) to patients to remind them to schedule their appointments.  A typical use might be for an OB/GYN office that has to remind their patients to schedule their annual well woman recall 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-A...

https://1800notify.zendesk.com/entries/51157566-Making-Well-Woman-R...

  1. Start Intergy.

  2. Go to the REPORTS area.

  3. Type Recall - to locate the RECALL report.

  4. Enter relevant information to bring up the correct recall report.

    Examples: Time Frame (date from) - (date to)

    Type: e.g. "Well Woman"

  5. Run the Report

  6. Print the Report to a PDF file (name this file something like "RECALLS-JULY-2014.pdf")

    Instead of printing the report to a printer in your office, you will select a PDF printer from the drop down list.

NOTE: If you need help getting a PDF print driver, please visit https://www.foxitsoftware.com and download their free print driver.  Once you install this, you will see the FoxIt PDF print driver appear on the list of printers on your computer.

 

Martin Trautschold

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