Editing General Settings
Message schedule can be changed on a default level and on a clinic level. Some practices prefer different schedules across clinics.
Go to edit global settings got to Settings, General Settings
Delivery Time Prior to Appointment:
On, off, or on as backup?
Bounce or No Email Address?
- Send email before text or IVR, 72 hours is the most common delivery time.
- If sending an email 5 or more days before the appointment, remove confirmation option so another reminder is sent closer to the appointment. This applies if stop all messages on confirmation or decline is set to YES
Same options as email with the following exceptions
Text Message Expiration
IVR (Interactive Voice Response)
Phone(s) to call
Times to Retry if No Answer
Populate links to embed in emails
Ignore Provider Contact Preference
- Vital Interaction will use all available patient contact information and send according to message delivery schedule
- Vital Interaction will send messages according to practice patient preference
Duplicate Message Settings
| Stop all Messages on Conf or Decl
Earliest / Latest Delivery time
Vacations / Holidays
User's Custom Authentication Settings
Default Settings (Customized settings can be changed by emailing email@example.com)