Use the Select Patients by Appointment tool to choose the patients that should receive reminder messages according to their next scheduled appointment.
ViewPoint Main Menu - Tools & Utilities > Outbound Integration > Select Patients by Appointments.
ViewPoint Toolbar - Outbound Integration > Select Patients by Appointments. (If the Outbound Integration option is not available, you first need to activate your integration. See "Set Up Outbound Reminder Integration" for details.)
ViewPoint Shortcut Menu - Add-In > Outbound Integration > Select Patients by Appointments. (If the Outbound Integration option is not available, you first need to activate your integration. See "Set Up Outbound Reminder Integration" for details.)
Select criteria - Choose the criteria for including a patient in the group that should receive your message.
First / last dates - Enter the range of appointment dates to include. Patients with an appointment scheduled within that time frame will receive the message.
Include recall appointments - Enable this option to include patients with recall appointments within the date range. If the option is disabled, only regularly-scheduled appointments will be included.
Generate patient list - Click Run to identify the patients that fit your criteria. As soon as you click Run, the Outbound Integration generates the group of patients to call, creates an Appointment output file (named outbound_1.ocs), and initiates your outbound application automatically. Note that any previously-generated appointment output file is overwritten by your new file.
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