How to associate messages
Now you've created a message, it needs to be 'associated'. Different levels of associations ensure the message is delivered to the right patients. See example below
You might want specific directions for an appointment type such as new patients to arrive 15 minutes early. This sort of message can be associated with new patient appointment types, only going to patients with that appointment type.
Lets assume you've already made the message and now want to associate it.
- Select Tools > CMT > Search Messages
- Select the search parameters. Leave blank if searching for all
- Select Settings Icon on the message you’d like to associate
- Select the number or email (in this case, email) to send the messages and level of association and select, create association.
Select the level of association using the key above.
Note: If the same message is associated with a provider and an appt type, the patient will receive the appt type message