In eServices Setup, click Automated Messaging.

General Messages are texts or emails sent after an appointment has been set complete. For example, a text may go out after the appointment inviting the patient to leave a review. Emailed messages can be sent at no additional cost. To send messages by text, Texting is required and a per text message fee applies.

To send automated messages before appointments, see eReminders.

Activate / Deactivate General Messages

General Messages can be activated or deactivated as needed.

• To enable General Messages, click Activate General Messages. The General Messages row displays in green with a status of Active.
• To disable General Messages, click Deactivate General Messages. The General Messages row displays in red with a status of Inactive.

After activating General Messages, set up General Message Rules.

General Message Rules

To edit an existing General Message Rule, double-click a General Message Rule from the Automated Messaging Rules grid. To add a new rule, click Add General Message.

For information on adding and editing rules, see Edit Rule.

Using General Messages

1. Activate General Messages.
2. In Automated Messaging Advanced Settings, choose which appointment statuses receive a general message once set complete.
   • To exclude patients from receiving general messages, create a new Appointment Confirmation Status or choose existing statuses and ensure Send General Message is disabled in Automated Messaging Advanced Settings for those statuses.
3. Update the confirmation status of the appointment to a status that has enabled Send General Message.
   • To not send the general message (e.g., if the general message is a survey link that you don't want to send to a patient) make sure the updated appointment status has disabled Send General Message instead.
4. Set the appointment complete.

Any general message is sent automatically as scheduled.