Setting Up eReminders Preferences

There are a few options in the software you will need to set up in order to use eReminders effectively.

You must ensure that the e-mail address for your practice is entered correctly. Select Tables > Practice > Practice Preferences > Demographic and enter or verify the address.

To enable the eReminders integration:

Select Tables > eServices > Configure Other eServices. The Other eServices Configuration window is displayed.
Select the eReminders tab.
Select Enabled.
Click Configure. The eReminders Practice Settings window is displayed.
Enter the requested information.
Click OK.

When eReminders is enabled for your practice, an eReminders settings button becomes available on the following windows: Patient Data Entry, Guarantor Setup, and Insured Party.

Click the eReminders settings button to access the eReminders Settings window, where you can define the following:

TemplatesTemplates Specify the type of reminders sent, when reminders are sent, the reminder content, and medication alerts.
ConfigurationConfiguration Specify the time of day when reminders should be sent, area code information, whether patient or responsible contact information should be used, as well as the times to check for appointment confirmations.
Service BlackoutService Blackout Specify a blackout period to coincide with the time of your nightly backup, so the eReminders service will not be able to access your practice management software.

An eReminders Notes button becomes available on the Appointment Type Data Entry window. Use this feature to define notes for specific appointment types.

Assigning Security

To assign security level permissions for eReminders:To assign security level permissions for eReminders:

Select Utilities > Security. The Set Security Level Permissions window is displayed.
Under All Items, select Practice Setup. The related options are displayed on the right.
Scroll down to the bottom of the list to find eReminders Settings and assign access.
Under All Items, select Reports. The related options are displayed on the right.
Scroll down to the bottom of the list to find eReminders Reports and assign access.
Click Ok.