SMS Reminders - About and Registration

 

Introduction and Process Overview

The SMS messaging system provides you with an intuitive system for creating and sending SMS messages to patients.

 

What To Do:

1.     Register for SMS.
Message transfer is managed by a third party, MessageNet, with whom you must register in order to send SMS messages. If you are also a MedicalDirector Clinical user, and have already registered for SMS messaging via MedicalDirector Clinical, you do not need to register again via MedicalDirector PracSoft.

2.     Refresh Your Appointment Book.
After successful registration, close and re-open all your Appointment Books.

3.     Configure SMS templates.
When sending SMS messages via the Appointment Book, you have multiple SMS message templates to base your message on;

o       Practice-wide Templates: Accessible to all Appointment Books, and all practitioners.

o       Appointment-Book Specific Templates: Limited to a specific Appointment Book, accessible to a specific practitioner.

 

4.     Configure the SMS Scheduler.
SMS messages can be sent on-the-fly, but you can also schedule them to be sent later, after-hours, for example. This may suit you if traffic congestion is an issue at your practice.

5.     Send the SMS Reminder Messages.
Send SMS messages to individual patients, a selection of patients, multiple patients in bulk lots (like doing a mail-merge, but via SMS), or to non-patient accounts.

6.     Track SMS Message Progress.
SMS Logs allow you to track the success or failure of messages sent, and work with those messages that require intervention. The status of sent SMS messages is also displayed within the Appointment Book alongside the patient's appointment.

 

 


Initialising a New SMS Registration

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. See Configuring your proxy, below, for more information.

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

o       Note that if you are also a MedicalDirector Clinical user, and have already registered for SMS messaging via MedicalDirector Clinical, you do not need to register again via MedicalDirector PracSoft.

 

The Registration Process:

1.     Ensure you have logged into MedicalDirector PracSoft as a user with a security level of 9.

2.     Upon opening MedicalDirector PracSoft you will be prompted to register for SMS reminders. Regardless of whether you had registered for SMS reminders in a previous version of MedicalDirector PracSoft, you must re-register to make use of the new service.


You can also register available via SMS > Configure SMS Account > button.

 

3.     Click   The Configure SMS Account Details window appears.

 

4.     Click  The Register SMS Reminders window appears.

 

5.     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.

6.     Your Internet browser will open, and attempt to connect with the MedicalDirector PracSoft / 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.

 

7.     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).

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

 

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

 

10.  Click to close the prompt.

11.  (optional) Click to conduct a live check of how many SMS credits your account has remaining.

12.  (optional) Click to connect to the MessageNet web site, and your SMS account details.

13.  Click to close the Configure SMS Account Details window. This concludes the steps required for registering your SMS account. Please see below for information regarding configuring your proxy server - something that may be required for SMS messaging to work on your network.

 

 


Configuring your proxy in order to send scheduled SMS messages

Please consult your Systems Administrator if you require assistance with the following.

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

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 Top-Up Status

1.     Ensure you have logged into MedicalDirector PracSoft as a user with a security level of 9.

2.     Select SMS > Configure SMS Account. The SMS Registration Details window appears.

 

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

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

 

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




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.