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Import Appointment for reminder call
I need help importing a report I am able to import and the patients come up on the schedule but it will not:
1. Make the call right away
2. Put it into the right Room
3. Ask for a confirmationI need help importing a report I am able to import and the patients come up on the schedule but it will not:
1. Make the call right away
2. Put it into the right Room
3. Ask for a confirmationThis is an example of the report. Can I have a complete sample of how an IMPORT REPORT looks so I can see where I am going wrong on mine?
The details specification is available online and from the program Help topics. The import format for each appointment is:
Contact, Phone, Start Time, End Time, Call Time, MessageID, Notes, Include Notes, Category, Confirmation, User, Audio File, Room
Please note the comma and position are important. You can have certain values empty, but do not skip comma in between.
To make call right away, specify “now” in the Call Time.
Specify the Room you want to use. But also make sure the Room is defined in AutoReminder also. (AutoReminder main menu > Room)
To have call confirmation, please make sure the Confirmation column is set to 1.
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