Appointment Type Configuration
Notice
After you have created the Message Type, Template and Appointment Trigger, it is time to link these to an Appointment Type.
An Appointment Type can have many combinations of Triggers and Message Types. This means you can have multiple SMS messages sent at different times for an Appointment Type. Messages, triggers and appointment types are not location specific so all locations use the same configuration.
Follow these steps to set up triggers for an appointment type:
- Click Administration.
- Click Appointments
- Click Appointment Types.
- Click Message Types for the Appointment Type.
- Click New.
- Complete fields using the table below as a reference.
- Click Create Appointment Trigger Config.
| Field | Description |
| Appointment Trigger | The name of the Appointment Trigger that determines the conditions under which this notification is activated. |
| Message Type | The appointment SMS Message Type is using for the notification |
| Template Override | Template overrides allow you to customise the message sent to Patient for each appointment type even through the user is sending the one Message type |
| With Share Assessment | Tick the checkbox to add the assessment for the appointment type. |
| Associated Assessment Name | Add the assessment you wish to share for appointment type from drop down. (Additional note: Assessment must be a shareable assessment) |
| Checklist | An optional checklist to associate with the appointment, to track pre- or post-appointment activities. |
An example Appointment Type, Trigger and Message configuration might be:
Appointment Type: Initial Consultation (60mins) Trigger 1: Trigger Name: Appointment Creation (after 30 minutes, when appointment is Unconfirmed only) SMS Message Type: New Patient SMS Template Override: [blank] Trigger 2: Trigger Name: 2 Day Notification (at 7pm, 2 days prior to appointment, when appointment is Unconfirmed only) SMS Message Type: Appointment Reminder Template Override: [blank] |
Upon booking an Initial Consultation (60mins) appointment:
- Trigger 1 would activate 30 minutes after the booking was made. It would check that the appointment is unconfirmed and send a "New patient SMS" SMS message.
- Trigger 2 would activate daily at 7pm. It would look for all unconfirmed appointments on the date 2 days from today and send the "Appointment Reminder" SMS message for each.
