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Utility Module

1.  SMS Utility

  • Click on Utility Module.
  • Go to SMS Utility
  • Select the Template Category- 1) Transactional- This helps to use the system inbuilt templates for the messages. You can use the templates for sending messages to all the users.
  • Choose any template like birthday, anniversary etc.
  • Now go to select mobile no tab
  • Select the Mobile no list and Sub mobile no list from the drop-down listed options. After selection , it will display all the information as per the chosen contents.
  • Now select to add the patient name and click on the "> " and to remove the patient from the sending list click on " <"
  • To send message to all the listed patients at one time, click on ">>" and to remove all the list from the sending list, click on "<<"
  • Import Button- To import the contact list from the system.
  • Click on Send SMS Tab
  • It will show all the selected list of patients.
  • Now Click on Send SMS to send the message.
  • 2) Select the Template Category: Promotional-- This will help you to send a message by your own text , which doesn't require to add any template to it.
  • Select the Mobile no list and Sub mobile no list from the drop-down listed options. After selection , it will display all the information as per the chosen contents.
  • Now select to add the patient name and click on the "> " and to remove the patient from the sending list  click on " <"
  • To send message to all the listed patients at one time, click on ">>" and to remove all the list from the sending list, click on "<<"
  • Import Button- To import the contact list from the system.
  • Click on Send SMS Tab
  • It will show all the selected list of patients.
  • Enter the text that you would like to send.
  • Now Click on Send SMS to send the message. 
 

2.  Follow-up Reminder

Click on Follow-up Reminder on vertical outlook bar on the left side of the screen to view the Follow-up Reminder and click on “Add” button, it will show the following screen:

 

 

Add follow up Reminders

  • click on “Add” button, it will show the following screen:

 

Fill all above details and click on “Save” option for saving the reminder.

To Edit the Reminder Details:

  1. Select reminder details from the list.
  2. Double click on the selected reminder details or press the “Edit” button on the menu, then it will open Reminder screen.
  3. Change/ fill the details and the press “Save” button or press “Alt + S” to save the changes.

 

To Delete the Reminder Details

  1. Select reminder details from the list.
  2. Press the “Delete” button on the menu, or press “Alt + D” to delete the select reminder details.

 

 3.  File Manager

Click on File manager on vertical outlook bar on the left side of the screen to view the File manager and click on “Add” button, it will show the following screen:

Filling all below details and click on “Save” option for saving the File Manager

 

 

 

 

 

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