Not all features may be available by default and additional charges may apply for certain features. Please contact Fusion Enterprise with any questions
Permissions! Clinic Staff must have Administrator, Billing Assistant, Billing Manager, Clinical Director, Front Office, Front Office Assistant, Operations Manager, or Staff Therapist assigned in order to send EMail via Digital Secure Messages.
IMPORTANT: Prior to sending a text reminder, you must obtain consent. See Obtain Consent below for more.
Fusion Enterprise understands that managing all of your cases is a critical function of any practice. We have ensured that you can run all of your practices front office needs through Fusion Enterprise and make it as easy as possible. This series of introductory articles will cover the essential aspects of managing the Messaging features with Fusion Enterprise.
Messaging: Automated Text/Email/Voice Reminders
Fusion Enterprise has the ability to send an automated text, email, or voice reminder 24 hours prior to the patient’s appointment.
The patient case has three new fields under the Case General Information tab called Voice Reminder, Text Reminder, and Email Reminder. By default, these are set to No.
Setting the Reminder Voice, Text, or Email to Yes will opt that patient in for reminder messages. When sending an email the system will use the patient's email address. For voice messages, the system will first look for a phone number listed as ‘Voice, if one is not found it will look for one listed as ‘Cell’. For text messages, the system will first look for a phone number listed as ‘Text’, if one is not found it will look for one listed as ‘Cell’.
Prior to sending your first text reminder, you must obtain an agreement from the recipient to communicate with them. This is often referred to as "consent". You must make clear to the recipient that they are agreeing to receive messages of this type. You will need to keep a record of the consent, such as a copy of the document or form that the message recipient signed, or a timestamp of when the customer completed a sign-up.