This guide assists in setting up MacPractice to send reminders to sync with AutoRemind. AutoRemind is set up within various areas of MacPractice.
- Preferences: Add the AutoRemind credentials and fetch the templates in Preferences.
- References: Create and edit AutoRemind Notification templates in References.
- Schedule: Establish a color scheme for the AutoRemind statuses of appointments on the Schedule.
- Patients: Enter the contact information, set the AutoRemind Notifications Profile, and select the Preferred Follow-up.
- Database Utilities: Update all existing appointments or patients with the Set AutoRemind options.