Permissions Required: Clinic Staff must have Administrator, Billing Assistant, Billing Manager, Clinical Director, Front Office, Front Office Assistant, Operations Manager, or Staff Therapist assigned in order to send Email via Digital Secure Messages.
Not all features may be available by default and additional charges may apply for certain features. Please contact Fusion Enterprise support team with any questions
Messaging: Automated Text/Email/Voice Reminders
Fusion Enterprise has the ability to send an automated text, email, or voice reminder 24 hours prior to the patient’s appointment.
The patient case has three new fields under the Case General Information tab called Voice Reminder, Text Reminder, and Email Reminder. By default, these are set to No.
Setting the Reminder Voice, Text, or Email to Yes will opt that patient in for reminder messages. When sending an email the system will use the patient's email address. For voice messages, the system will first look for a phone number listed as Voice, if one is not found it will look for one listed as Cell. For text messages, the system will first look for a phone number listed as Text, if one is not found it will look for one listed as Cell.
There is an option to allow patients to reply to text message reminders. When this is enabled, replies to text reminders will come in as emails to the address that is set up in the system. Patients can also reply to email reminders.
Important: Prior to sending a text reminder, you must obtain consent.
Obtain Consent
Prior to sending your first text reminder, you must obtain an agreement from the recipient to communicate with them. This is often referred to as "consent". You must make clear to the recipient that they are agreeing to receive messages of this type. You will need to keep a record of the consent, such as a copy of the document or form that the message recipient signed, or a timestamp of when the customer completed a sign-up.