Overview

Practices have a wide range of patients with different needs, this requires flexible communications to provide a personal patient experience. We have created Smart Sections for appointment reminders so that you can tailor your communications to your patients and their unique appointments.

Available from v13.171.

For more information on smart sections, see https://soeidental.atlassian.net/wiki/spaces/PHS/pages/854032465 .

What are smart sections?

Smart sections give more flexibility to appointment reminders, they are smart, customisable merge fields. Smart sections will only display if a patient’s appointment meets certain criteria.

This is especially useful for practices who send SMS reminders. Using smart sections in your SMS templates will mean that where the information isn’t relevant to a patient, it won’t display. This means shorter SMS’ where possible which will save you SMS credits.

If you have patient portal, you will be sending appointment reminders to your patients and asking them to log into their portal to complete their forms before their appointment. Not all patients will have forms to complete though, which can create confusion when they log in to find nothing to fill out.

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Including the outstanding forms smart section in your reminder templates will mean you only ask patients to log in and complete their forms if they have some available.

SMS – [Section.SMSOutstandingForms]

Email – [Section.EmailOutstandingForms]

How to use your smart sections

Add smart sections to your templates the same way you do with merge fields by pasting them into your template.

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Smart sections require an appointment context so can only be used for automatic appointment reminders, or emails and sms' sent from the edit appointment window.

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