During a visit, I can decide to create and schedule the sending of an SMS, email or phone reminder for a customer.
These reminders will, for example, remind a client to leave his animal fasting before surgery, to ask them to call to update them on their animal, or to contact the clinic a few days after an examination to know the results. external analyzes….
For vaccinations or product to be re-administered reminders, it will often be faster to program in your catalogs acts, procedures / products, automatic reminders associated with an act or a product (see the corresponding videos)
In the reminder settings, you can choose whether you want the checkboxes for confirmation of appointment by email and / or appointment reminder by email or SMS from the agenda to be checked or not by default when scheduling an appointment.
You can create an email template for your calendar appointments confirmations and select it as the default sent text when you check the « email confirmation … » box
Warning : Do not forget, when creating your templates, to take into account that any message of more than 160 characters is counted by SMS providers as 2 messages and therefore 2 SMS
The software allows you, when adding an appointment in the calendar, to automatically send to the concerned customer a confirmation of this appointment and an appointment reminder the day before or a few days before the date set for this visit.
It is possible to know the text associated with a reminder already sent to a customer or waiting to be sent. This video tells you how to proceed.
This Video will teach you how to create and send reminds (by emails, sms, postal mail or phone calls), in a therapeutic follow-up context,
from two different ways :
- By using acts models
- creating a remind from the owner’s details
To print the list of your reminders,
Click on MEDICAL / REMINDERS
- If you want to edit this list according to the sending date or the reminder date
- The period concerned,
- SMS, email, letter or phone call depending on what you want to see appear on your document
and click on EXPORT TO EXCEL
This will automatically produce a .csv list that you will be able to change to a .pdf list using your editing programme.
To create this reminder, there are two options :
- Using the reminder creation function
- Creating a vaccination visit history
With Vetup, you can create a reminder for as many types of medical acts as you want.
To create a reminder, for example a vaccination reminder, begin by creating a medical service. To do this, click on CATALOG
Select MEDICAL SERVICES LIST
To create a new medical service, click on NEW and enter the description of the new medical service : its name, its category, whether you want to associate a product with this service, the price of the service, and on the right (this goes for each new service created) specify that you want to create a reminder for the service and when it should be automatically sent to the owner.
For example, you want to create a rabies vaccination with an automatic reminder for the owner for the next vaccination in one year’s time. You thus enter the service RABIES VACCINATION in DESIGNATION, select the category « VACCINATION » and associate the product used for the vaccination (here Nobivac rabies) with the service.
Now, enter the price of the service and, on the right, the date when the pet owner should receive the vaccination reminder. (in the above example, (s)he will receive both a reminder by post and an automatic reminder by email 21 days before the due vaccination date)
This type of reminder can be created for every act, such as vaccinations, recommendations before surgery, antiparasite treatments etc.
To see the animal’s next vaccination reminders that will automatically be sent to the owner, click on OWNERS
Use the QUICK SEARCH box to find the owner you are looking for
Now select SENDINGS in the history box.
This will show you all the reminders that have been and will be sent for the animal
If you want a pop-up to appear regarding the next reminders for the animal when opening its page, click on SETTINGS, then GENERAL SETTINGS
Select REMINDERS and tick the box ALERT IF FUTURE REMINDERS
Click on SAVE
Now, each time a new reminder is created for an animal, it will appear in a pop-up when the animal’s page is opened.