Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • From the Section pull-down, choose Reminders (this option is only available if you are on the DVMAX Main Screen)
  • In the lower left corner of the Reminder window, choose Setup
    • Send Reminders - choose how often the clinic will send reminders and how many reminders each patient will receive
    • Mail - choose the format for the reminder cards that will be printed on postcards
      • Built-In - a standard reminder card that is built into DVMAX. The same wording is used on all three reminders printed for the patient.
        • The body of the card read as follows: Our records show that your pet is due for a visit to the office and for the exams, vaccinations or procedures listed below. Remember that their health depends on you! Please call and schedule an appointment.
      • 4D Write - allows the clinic to manually create reminder cards in Patient Word Processing. Clinics can create different reminder card text for each reminder. **Note: you must create the word processing document with margins that fit on the reminder card. Clinic and client addresses must also be included on the reminder card.
      • Semi-Custom - allows the clinic to edit the text of the built-in reminder card, while keeping the format.
    • Email - choose the format for the reminder cards that will be emailed to the client (the same options listed for Mail, are available for email)

...

  • From the Section pull-down, choose System Constants (may require additional security access)
  • Click on Email Reminders
  • Under the Server section, enter Outgoing Mail Server information (also known as an SMTP server) and Incoming Mail Server Information (also known as a POP server)
  • Under Options, enter
    • From Address - the address you type here is the address from which Email Reminders will be sent
    • Reply to Address - the address to which replies will be sent
    • E-Mail Subject - the email subject for reminder notifications
    • Check off Send Reminders by Email If Possible
  • For Troubleshooting or additional configuration information, the following documents have been created 

Generating List of Patients Due for Reminders

...