------ WE HAVE A NEWER WAY TO EXPORT FROM MEDITOUCH ----
See this article: https://1800notify.zendesk.com/hc/en-us/articles/217124466
------ PLEASE USE THIS OTHER ARTICLE INSTEAD OF THIS ONE ----

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

This article will show you how to make Automated Patient Appointment Reminder Calls with HealthFusion MediTouch and 1-800 Notify by creating a Custom Report and then modifying it for the date you need to export.

ONE TIME: CREATE A CUSTOM REPORT

1.) Log in to MediTouch.

2.) From the menu, click Reports > Custom Reports

3.) Near the top type this title for the report

Title:     1800 Notify Report

and select:

Type:     Activity

Report:  Appointment by Day and Provider

4.) Scroll to the bottom of the page can click the Save As a Template button.

===========================================================

 YOU'RE DONE WITH CREATING THE TEMPLATE!

DAILY: RUN THE REPORT TEMPLATE

1.) Log in to MediTouch.

2.) From the menu, click Reports > Custom Reports

3.) From the "Create from Template" button, select the report you created above: 1800 Notify Report

4.) Scroll to the very bottom and select the correct date for the appointments you want to export in the Activity Date fields.

Make sure to select only one day's appointments - like 10/29/2014 To 10/29/2014 - to export the Oct 29, 2014 appointments.

5.) What happens next depends on how your web browser downloads files.

5 a) OPTION 1: AUTO-DOWNLOAD

If your browser just automatically downloads files to your computer, they will usually appear in your /DOWNLOADS folder, so you'll need to go there and locate the file.  Once you locate the file, we strongly suggest changing the name of the file to the date of the exported appointments.  Such as 10-29-2014 for Oct. 29, 2014 appointments.  That way, you will be 100% sure you are selecting the correct file to upload to make the reminders.

5 b) OPTION 2: PICK WHERE DOWNLOAD AND CHANGE FILE NAME

If your browser pops up a window that gives you the choice of where to download the file, then you can select a specific FOLDER to save the file (maybe create a new one called 1800notify to keep them organized).  We also suggest changing the name of the file to the date of the exported appointments.  Such as 10-29-2014.xls for Oct. 29, 2014 appointments.  That way, you will be 100% sure you are selecting the correct file to upload to make the reminders.

NOTE: If you open the file in Excel, make sure to save as Excel 97-2003 Format

 

NEXT STEP - UPLOAD AND SCHEDULE YOUR REMINDERS

Use this article to learn how to upload and schedule your reminders:

https://1800notify.zendesk.com/entries/23354511