Using the Reminder Card Wizard
- Amy Blanchard
Owned by Amy Blanchard
Applies to: DVMAX v7.0.12 and higher
Purposed: The reminder card wizard is a feature for clinics to use to quickly print or email reminder notifications. This document details the features available.
Reminder Wizard Setup Options
- 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.
- Built-In - a standard reminder card that is built into DVMAX. The same wording is used on all three reminders printed for the patient.
- 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)
Email Setup
- 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
- From the Section pull-down, choose Reminders (this option is only available if you are on the DVMAX Main Screen
- Enter date range - DVMAX will search the database for all patients with a reminder due during that time frame.
- Types - choose the types of reminder codes to include in the search
- OK - after all search parameters are selected, click OK. A list of patients matching the search parameters is displayed.
- Green indicates a first reminder will be sent
- Blue indicates a second reminder will be sent
- Red indicates a third reminder will be sent
- Black indicates a patient that has already received three reminders and are still outstanding
- Click OK to print/email reminders (See Email Reminder configuration above for information on setting up reminders to be emailed).