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Patient Communications Settings and Opting Patients In
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In the Patient tab in MacPractice, the Communication Subtab contains Opt-In Settings, controlling whether a Patient has opted in to receive Automatic Appointment Reminders and Communications. You'll want to set these according to your patients' wishes.
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There is also a button to open the patient in the Engage ability. We'll cover the functionality in the Engage Portal later in the article.
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Remember that we do advise that an office make a backup of your database prior to using any Database Utility as a precaution to avoid any unintentional changes.
Setting up Reminder Colors in the Schedule
Prior to using MacPractice Engage, it is important to configure your Schedule's Appointment Display to reflect when an appointment is confirmed in the Engage Portal.
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It is important to note that appointments that have been confirmed in the Engage Portal will not auto-confirm in MacPractice's Schedule Ability. |
However, the Appointment's Reminder Status in MacPractice will toggle to Confirmed when a patient confirms an appointment reminder from the Engage Portal. The Reminder Status will also toggle in MacPractice if you use the "Confirm in PMS" function in the Appointment Confirmation Inbox. We'll go into further detail on the Appointment Confirmation Inbox later in the article.
Therefore, we'll want to configure your Appointment Display settings so that one of the appointment areas is set to "Reminder Status". By doing this, a MacPractice user reviewing the schedule will be able to tell when an appointment has been Confirmed in the Engage Portal, and thus you can manually flip that status for that appointment in MacPractice readily.
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Setting up by using the Express Wizard
When a user first accesses the Engage Portal, they'll be presented with the Express Wizard. You'll click the green "Get Started Now" button to begin setting up your Engage Portal. This will configure your Reminders and Confirmations and other details for your practice. Our Implementation Coordinator will walk you through the Express Wizard for your Office in all likelihood, but we'll leave these instructions here that walk you through each step for later reference.
You will need to access the Engage Portal from a browser window first to fully utilize the Express Wizard, as part of the Express Wizard deals with enabling pop-ups in order to facilitate notifications. Popups are not able to open in the MacPractice software.
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It's important to note that while the Express Wizard does a good job of getting you up and running quickly, there are plenty of options available to fine tune your reminders to better fit your practice's needs. You may also need to customize your messages in Email and SMS Templates. These topics will be covered later in the article. |
Once you click the "Get Started Now" button, you'll be taken to Office Settings.
Office Settings
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Here, you'll be able to set the details regarding your practice. The majority of the fields should be pulled from the details you filled out on the Registration Page step, but you can adjust these if necessary in the Settings Tab > General Settings in the left Sidebar > Office Settings. Once you're satisfied, click the "Save and Continue" button at the bottom.
Information entered into these fields can be pulled into messages. For example, the Practice SMS Name will always be pulled into your messages. It is important to note that this Name will count towards the 160 character limit in a message, so it's important to keep this succinct.
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If you need to change any of this information later, you can do so when navigating from the Home Page to the Settings Page > General Settings > Office Settings. |
Click Save and Continue to move on. The next screen allows you to customize your email header.
Header Customization
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Here you can upload a logo to include on your e-mails, or reset the header to remove one. You can also customize any text and color included using the editing tools provided. Once you're satisfied with the formatting of your header, click the "Save and Continue" button on the lower right to move on to Popup Settings.
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You can change the Email header later by navigating to Settings > General Settings > Office Settings. |
Popup Settings
This section instructs the user to enable Popups on your browser. You'll want to ensure that your browser is not blocking pop-ups when using the Engage Portal, since these pop-ups will be used as notifications and you won't want to miss messages. This page of the Express Wizard will help you identify how to enable pop-ups for your browser when on the Engage Portal.
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