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Automated Patient Appointment Reminder Calls with Lumeris Clear Practice and 1-800 Notify

This article shows you how to export your schedule from Lumeris Clear Practice in order to easily call all your patients using the 1-800 Notify Appointment Reminder calling service.

Want to try our appointment reminders? Click here: http://www.1800notify.com/signup/

1.) Login to Lumeris Clear Practice.

2.) Click Reports in the upper menu bar.

lumeris-reports.png

3.) Click Custom Reports at the bottom of the left column. 

lumeris-custom-reports.png

4.) If this is the first time you are doing this export, then you'll have to create a new custom report by clicking the NEW SCHEDULE WIZARD, then skip to step 6.

lumeris-new-sched-wiz.png

5.) If you have already created your custom report for 1-800 NOTIFY, then locate it in the list in the middle of the page and click UPDATE.

lumeris-update-rept.png

6.) Now select the DATES for the Appointment Reminder calls you would like to send to your patients.

lumeris-sel-dates.png

7.) Verify the four (and only 4) check boxes are checked in General Options:

Patient Name, Date of Birth, Mobile Phone & Home Phone as shown.

lumeris-4-check-boxes.png

8.) Select Comma Delimited Text in Report Options.

lumeris-comma-del-text.png

9.) If this is the first time you are running this report, click SAVE REPORT at the bottom.

Click the RUN REPORT button at the bottom to start the report export process.

lumeris-run-report.png

10.) Click SAVE in the pop up window.

lumeris-save.png

11.) Click DESKTOP in the left column of the SAVE window.

lumeris-click-desktop.png

12.) Type a file name for the exported file (like 04-16-2014) and click SAVE TIP: Use a name that corresponds to the date of the exported schedule. Example: If you exported April 16, 2014 data, then call the file 04-16-2014.

NOTE: You cannot use “/” in the file name because the slash character is not allowed in a file name.

NOW YOU’RE DONE EXPORTING, THEN YOU CAN LOGIN TO 1800NOTIFY.COM TO UPLOAD AND SCHEDULE YOUR CALLS.

THIS RELATED ARTICLE SHOWS THE STEPS TO UPLOAD AND SCHEDULE YOUR REMINDER CALLS FROM LUMERIS:

https://1800notify.zendesk.com/entries/23354511-Upload-and-Schedule-Your-Reminder-Calls-and-or-Text-Messages- 

Martin Trautschold

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