This article will guide you to set up automated SMS or email messages sent to patients for their theatre booking. By utilising theatre placeholders you can personalise and streamline your communication with patients.
Note: if you haven't already done so, you will have to create theatre products to be able to use the new theatre placeholders. For details on how to do this click here.
In this article:
Create a new theatre confirmation or reminder template
You can create a new confirmation or reminder template from the Settings page:
1. Go to the SMS and email templates tab.
2. Click New in the top right-hand corner.
3. Fill out the General information section:
If you are creating a Reminder, type the number of hours in advance that you want the reminder to be sent for. Reminders will be sent based on the admission time. For instance, if an admission time is specified, each message will be sent at the specified time before or after this time. If no admission time is set, messages will be sent based on the theatre time, either hours before or after that time.
4. Enter the content for the email or SMS. You can directly type in the text editor, or click on the Tags to insert customised information, such as a patient's last name.
You can add placeholders regarding the theatre appointment, such as admission date and time.
5. Tick Active at the top of the screen to make the confirmation or reminder available to use.
6. Click Save.
For information on creating email and SMS templates for confirmations and reminders, see here.
Create a Theatre Appointment Cancellation Template
You can create a cancellation template at any time from the Settings page:
1. Go to the SMS and email templates tab.
2. Click New in the top right-hand corner.
3. Fill out the basic information for the cancellation template.
4. Enter the content for the email or SMS. You can directly type in the text editor, or click on the Tags to insert customised information, such as a patient's last name.
6. Tick Active at the top of the screen to make the cancellation template available to use.
7. Click Save.
Your created cancellation template appears in the SMS and email templates tab. You must now make sure it is activated, and it is linked to a product.
For information on creating eemail and SMS messages for cancellations here.
Create a new automated follow-up template
You can create a new automated follow-up message from the Settings page:
1. Go to the SMS and email templates tab.
2. Click New in the top right-hand corner.
3. Fill out the General information section:
Type the number of hours or days you would like the message to be sent out post-appointment. Add the product(s) you want the follow-up message to be sent.
Follow-ups will be sent based on the admission time. For instance, if an admission time is specified, each message will be sent at the specified time before or after this time. If no admission time is set, messages will be sent based on the theatre time, either hours before or after that time
4. Enter the content for the SMS or email. You can directly type this into the text editor, or click on the Tags to insert customised information, such as a patient's first name.
5. Tick Active at the top of the screen to make the automated message available to use.
6. Click Save.
You have created the automated follow-up message and this will now appear listed in the SMS and email templates tab.
For information on creating email and SMS templates for automated follow-up messages, see here.