Skip to Content

Sending Appointment Confirmations from TDO

313  TDO KB October 26, 2023  Cloud Ribbon Menu, New User resources, Program Setup, TDO software

Overview

If you are a TDO Cloud/Web user, you have the ability to send out appointment reminders from TDO using the Letters module. 

Steps

The first step in sending out appointment reminders from TDO is making sure that you have a template containing the proper tokens related to confirming an appointment. There is a generic template on the TDO4Endo.com website that can be customized to match the look and feel of the templates your practice is currently using.

To download, first login to the TDO4Endo.com website. Once logged in to the website, click the Technical Support tab and choose Support Materials.

The template to download is called Patient Appointment Confirmation Letter. Right click on the document and save

Open the document in Microsoft Word and copy all the text

 

Open the Letters Module and select the Template area

Click New and paste (or paste  keeping the source formatting) the text in the blank template

After this has been done, you can add your letterhead and customize as you see fit.

Save the template

Ensure that the delivery options for the template have been set to send the Patient an e-mail

Now you can either send out individual confirmation e-mails or send out a batch letter to multiple patients.

As you see in the template, there are options to either confirm or reschedule the appointment. If the patient selects Reschedule, it will send a status notification to whatever e-mail is set up to receive web notifications to let you know that the patient needs to be contacted to reschedule.

When the patient clicks “Confirm” in the email that they receive, this will automatically trigger the following:
1. Telephone icon in the appointment window will automatically change to the green telephone when the patient confirms via the link.
2. A confirmation note will be added to their appointment automatically which says “Patient Confirmed Online on Mar 13 2017 12:04PM”.

If the patient clicks 'Reschedule', the phone icon will turn red.

To turn on the phone icon feature go to Program setup > Format String> Appointment Confirmation.