Use the Select Patients by Subgroup tool to choose the patients that should receive messages according to any subgroup criteria you choose. For example, you might subgroup patients with birthdays within the next week, and send a Happy Birthday message.
ViewPoint Main Menu - Tools & Utilities > Outbound Integration > Select Patients by Sub-Group.
ViewPoint Toolbar - 
VP Reminder > Select Patients by Sub-Group. (If the VP Reminder option is not available, you first need to activate your VP Reminder integration. See "Set Up VP Reminder Integration" for details.)
ViewPoint Shortcut Menu - Add-In > VP Reminder > Select Patients by Sub-Group. (If the VP Reminder option is not available, you first need to activate your VP Reminder integration. See "Set Up VP Reminder Integration" for details.)
Select subgroup - Choose the subgroup criteria you want to use to determine whether a patient should receive the message, then click Ok. (See "Create & Manage Subgroups" for details about selecting a subgroup.)
Select message criteria - Choose the criteria for the message you want to send.
Call date - Enter the date you want telephone messages to be delivered. Note that while email and text messages are sent as soon as you submit a group of messages, telephone calls can be scheduled for this date.
Message name - Choose the message to send to this group of patients. Note that you can click G to open your Message table to review, create, and edit messages. See "Set Up VP Reminder Messages " for details.
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.
Review patient list - Review the list of patients that will receive messages, and make any necessary changes.
Choose sort order - Choose whether to sort the list by patient last name, or appointment date.
Choose patients to contact - Click to enable / disable the checkbox beside each patient to indicate whether you want that patient to receive the message. You can also use the Select All and Select None tools to choose the patients to include.
Choose delivery method(s) - Review the delivery method fields that indicate whether a patient will be receiving a Phone, Email, and/or Text message. If you need to make a change, simply type Yes or No in the appropriate field. If more than one method is enabled, the patient will receive multiple messages.
Review & edit contact info - Scroll to the right side of the list, and review the patient and responsible party phone numbers, email addresses, and text numbers to verify the messages will be sent successfully. If needed, you can type in the fields to change them. Note that the changes you make to this window will not be saved in the patient folder. (The patient current account balance and amount due are included at the far edge of the window for your review.)
Print - Click Print to send the list to any printer available to your workstation. If you edited phone numbers, e-mail addresses, or text addresses, you might use a printed list to update your patient folders.
Submit messages - Click Submit to initiate the message process. Note that email and text messages will be sent immediately, while telephone messages will be sent according to the Call Date you specified.
Review submitted messages - Run the VP Reminder to help analyze the success of your automatic appointment reminder system. In general, we suggest you generate the report each business day after you have submitted VP Reminder messages. See "VP Reminder Report" for details.
Cancel telephone messages - You can cancel scheduled telephone messages that have not yet been delivered. (See "Set Up VP Reminder Telephone Messages" for details.) Since e-mail and text messages are sent immediately, you cannot cancel those message types.
Patient & responsible party data - See "Set Up Patients & Responsible Parties for Reminders" for details about which patient folder fields are used for each message delivery type.
E-mail error log - Use the E-Mail Error Log to identify the reasons why VP Reminder email messages and Quick Message email messages were not delivered successfully. See "Use the E-mail Error Log" for details.
│ 
│ 
│ 
Ortho2.com │1107 Buckeye Avenue │ Ames, Iowa 50010 │ Sales: (800) 678-4644 │ Support: (800) 346-4504 │ Contact Us
Chat with Software Support │Chat with Network Engineering │ Chat with New Customer Care
Remote Support │Email Support │ Online Help Ver. 12/18/2015
