Medent - PhoneTree

Transcription

Medent - PhoneTree

®
Site # __________________
Getting Data From Your Practice Management System
Step 1: Initial Setup - 3 Month Report
This one-time-only setup helps ensure that the PhoneTree software has all the information
needed to incorporate data from your appointment schedules into automated messages.
Because not every appointment type or provider might be represented on your daily
appointment report (for example, a certain provider may be on vacation at the time of
report creation, therefore showing no appointments), you will initially set up PhoneTree to
read from an appointment report showing three months of appointment information. This
guide will show you how to create this report.
Step 2: Daily Operation - Daily Report
Once your PhoneTree system has seen all possible providers, appointment types, and other
information for three months out, then you’re ready to create your daily report, from which
PhoneTree will make calls on a daily basis. This will be almost exactly like creating a threemonth report, except that it will show appointments only for the upcoming day. It is from
this report that PhoneTree will create messages each day. After your PhoneTree has been
configured with a 3-month report, you will be able to import a daily report with the
instructions provided here.
© 2006 PCS. Specifications subject to change without notice.
Revised 4/20/06
Page 1
PERSONAL COMMUNICATION SYSTEMS • 2400 REYNOLDA ROAD • WINSTON-SALEM, NC 27106
www.phonetree.com • support@phonetree.com • 1.800.555.0559 • 800.245.4221 FAX
®
Site # __________________
Medent: Appointments - 3 Month Report
In order for your PhoneTree system to be custom-configured, it is necessary that you use your practice management system to
save or export your daily appointment report. Place this file in a location where you will be able to browse to it from the
PhoneTree computer. Your PCS support representative will configure PhoneTree to read from this file. This one time step is
required for correct configuration. Here’s how to do this using the Medent system:
1. Open Medent to the main screen. From the Options
menu, choose Printer Setup.
2. A new window opens called Printer Profile. From
the list of items, click on the drop down box for
Reports to Screen? and select Yes.
3. A window will appear, click No.
4. You will revert back to the main screen again. From
the menu on the left click Appointments. The
Appointments menu opens. From the menu on the
left, click Office Appointments.
Revised 4/20/06
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Getting Data From Your Practice Management System, continued
Site # __________________
5. The Office Appointments menu opens. Next, click
Print Office Appointments.
6. The List of Doctor’s Appointments window opens.
Enter a 3 month date range in the Select
Appointments From Date and Thru Date boxes. For
instance, if today was 4/20/06, then enter 4/20/06 in
the From Date box and 7/20/06 Thru Date box.
Next, make sure the following are set: Select Whole
Days Appointments - Yes, Include Phone Numbers
on Report - Yes, Run Report for All Doctors - Yes,
(S)ingle Space or (D)ouble Space - Single. Then,
click Done.
7. The Print Option window will appear. In the Enter
Print Option field, type D for Doctor Order and then
press enter on your keyboard.
8. The Font Option window will appear. In the Enter
Font Option field, type S for Small Font and then
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Revised 4/20/06
9. Next, you are presented with the screen. During this
screen, Medent is query the data.
Site # __________________
10. After the data has compiled, your web browser
window will automatically open, DO NOT CLOSE
THIS WINDOW! From the File menu, choose Save
As.
11. You will now be asked where you want to save this
file. Direct the file to the Desktop and name it
ptappts then click the Save as type drop down box
and choose Text File. Then, click Save. This step
creates the file and you will now be able to locate it
on the desktop of your computer. Congratulations—
you’re done!
Page 4
Revised 4/20/06
®
Site # __________________
Medent: Appointments - Daily Report
In order for your PhoneTree system to be custom-configured, it is necessary that you use your practice management system to
save or export your daily appointment report. Place this file in a location where you will be able to browse to it from the
PhoneTree computer. Your PCS support representative will configure PhoneTree to read from this file. Once configured, each
day PhoneTree will read this file and use it to make calls. Here’s how to do this using the Medent system:
1. Open Medent to the main screen. From the Options
menu, choose Printer Setup.
2. A new window opens called Printer Profile. From
the list of items, click on the drop down box for
Reports to Screen? and select Yes.
3. A window will appear, click No.
4. You will revert back to the main screen again. From
the menu on the left click Appointments. The
Appointments menu opens. From the menu on the
left, click Office Appointments.
Revised 4/20/06
Page 5
Site # __________________
5. The Office Appointments menu opens. Next, click
Print Office Appointments.
6. The List of Doctor’s Appointments window opens.
Enter a date range that reflects the date for which you
wish to confirm appointments in the Select
Appointments From Date and Thru Date boxes. For
instance, if you want to confirm tomorrow’s
appointments, then enter tomorrow’s date in both the
From Date and Thru Date boxes. Next, make sure the
following are set: Select Whole Days Appointments Yes, Include Phone Numbers on Report - Yes, Run
Report for All Doctors - Yes, (S)ingle Space or
(D)ouble Space - Single. Then, click Done.
7. The Print Option window will appear. In the Enter
Print Option field, type D for Doctor Order and then
8. The Font Option window will appear. In the Enter
Font Option field, type S for Small Font and then
Page 6
Revised 4/20/06
9. Next, you are presented with the screen. During this
screen, Medent is query the data.
Site # __________________
10. After the data has compiled, your web browser
window will automatically open, DO NOT CLOSE
THIS WINDOW! From the File menu, choose Save
As.
11. You will now be asked where you want to save this
file. Direct the file to the Desktop and name it
ptappts then click the Save as type drop down box
and choose Text File. Then, click Save. This step
creates the file and you will now be able to locate it
on the desktop of your computer. Congratulations—
you’re done!
Page 7
Revised 4/20/06

Medent - PhoneTree

Transcription

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