SMS Reminders - About and Registration

 

SMS Reminders is a component of MedicalDirector Clinical that allows you to send SMS messages to mobile phones. Message transfer is managed by MessageNet, with whom you must register in order to send SMS messages.

 


Registering SMS Reminders

MedicalDirector Clinical uses a third-party SMS service to send SMS messages. In order to use this SMS functionality from within MedicalDirector Clinical, it is a requirement that you register your use of the service.

 

 


Before You Begin

o       Ensure you have an active Internet connection. If your organisation uses a proxy server to connect to the Internet and this requires authentication, have these details ready. Please contact your System Administrator if required.

 

 


Setup Overview

There are two components to initialising/upgrading your SMS registration:

o       Initialising the new SMS registration from within MedicalDirector Clinical.

o       Configuring your proxy in order to send scheduled SMS messages.

 

 


Initialising the new SMS Registration from within MedicalDirector Clinical

1.     Select Correspondence > SMS > Setup. The Configure SMS Account Details window appears.

 

2.     Click . The Register SMS Reminders prompt appears.

 

3.     Enter a new Username and Password and then click   The registration information you enter will be validated immediately, and if invalid you will be prompted accordingly.

4.     Your Internet browser will open, and attempt to connect with the MessageNet web page for SMS registration. On the registration form, the Practice ID and Practice Name fields should be automatically populated with your relevant data, as shown below. This is the same registration process and system as used in MedicalDirector PracSoft.

 

5.     Once you have completed the registration form, click . You will be sent a verification email to the email address you entered within the registration form (above).

6.     Once you have received the verification email, return to MedicalDirector Clinical, and click to verify and save your registration information.

 

7.     Upon a successful verification you will be prompted accordingly.

8.     Click to close the prompt.

9.     On the Setup SMS Reminder window, click

 

 


Configuring your proxy in order to send SMS messages

1.     Locate and double-click the MedicalDirector Maintenance icon on your desktop. The MedicalDirector Maintenance window appears.

2.     Select the Maintenance Tasks > Common menu item.

3.     Double-click the (Network Settings) icon.


If this is the first time you have tried to run the Network Settings utility during this session of working in MedicalDirector Maintenance, you will be prompted to select a Configuration, and enter your Username and Password.

 

4.     The Network Settings window appears. By default the Use Custom Settings... check box is un-ticked, and can remain so if you do not use a proxy server to access the Internet. However, if you do use a proxy server, tick the Use Custom Settings... check box, and then enter your server's details. Please consult your System Administrator if you require assistance with this.

 

 

5.     Click to test your computer's connectivity, based on the settings you have provided. You will be prompted as to the success of the test.

6.     Upon a successful connection, click to save the details and close the window.

 

 


Checking Your Auto-Renew Status

1.     Select Correspondence > SMS > Setup. The Configure SMS Account Details window appears.

 

2.     Click  Your web browser is opened, and you are directed to the MessageNet web site.

3.     On the MessageNet web site locate and click account details.

 

4.     Locate and click the Change my current rateplan link.

 

5.     You will be redirected to the MedicalDirector section of MessageNet.

 

6.     Click the Purchase link.




The Service Status page is displayed. Your Auto Top-Up settings are located at the bottom of this page.

 

 

 


Checking Your Remaining Credits

1.     Select Correspondence > SMS > Setup. The Configure SMS Account Details window appears.

 

2.     Click  A check is conducted - this may take a moment, after which your remaining credits are displayed in the window.