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81. Viewing an Individuals Patient Reminders

    Created On: 21/05/2025 in Comms Reminders Patient Reminders
    Viewing an Individual Patient's Reminders Search for and select a client and patient. Select the ' Patient Details ' button Select the ' Reminders ' tab, which will take you to the patient's Reminders screen Edit a Patient Re...

82. Compliance Reminders Administration

    Created On: 21/05/2025 in Comms Reminders Compliance Reminders
    Summary Compliance Reminders are used to contact clients to assist them in keeping compliant with the application of worm and flea treatment. This subsequently reminds the user to come back into the practice for more medication when they have non...

83. Compliance Reminders Manual Run

    Created On: 21/05/2025 in Comms Reminders Compliance Reminders
    Summary Compliance reminders can be manually viewed and run to be sent out to clients Details This page details how to manually run your compliance reminders View all Compliance Reminders Select Reminders from Comms  > Reminders . Select...

84. Compliance Reminders Automatic Schedule

    Created On: 21/05/2025 in Comms Reminders Compliance Reminders
    Using the Compliance Reminder Scheduler For the Compliance Reminders to automatically send, you need to set-up your schedule and filters. Navigate to the Compliance Reminders screen (Comms> Reminders > Compliance Reminders tab). Select ' ...

85. Viewing an Individual Patients Compliance Reminders

    Created On: 21/05/2025 in Comms Reminders Compliance Reminders
    Summary It is possible to view an individuals compliance reminders as well as doing a group run. This page will detail how to view and edit existing compliance reminders Viewing an individual Patient's Compliance Reminders Enter the Patient D...

86. Appointment Reminders Administration

    Created On: 21/05/2025 in Comms Reminders Appointment Reminders
    Summary Appointment Reminders are reminders automatically generated from Merlin to notify clients of their pets upcoming appointments. Once a reminder has been sent to a client, this communication is recorded under the client's Communication tab...

87. Appointment Reminders Manual Run

    Created On: 21/05/2025 in Comms Reminders Appointment Reminders
    Manually Send Appointment Reminders To send appointment reminders manually: Navigate to Comms > Reminders > Appointment Reminders. Enter the required criteria and select ' Run '. Select the ' Manually Send ' button and select ...

88. Appointment Reminders Automatic Schedule

    Created On: 21/05/2025 in Comms Reminders Appointment Reminders
    Summary Appointment Reminders can be setup to send out on an automated schedule. The Appointment Reminder Scheduler allows you to send SMS and Email reminders to clients regarding their appointments via an automated scheduled task. Details Usin...

89. Reminder Success Rate

    Created On: 21/05/2025 in Comms Reminders Review Reminders
    Summary The Reminder Success Rate screen allows the user to see how successful a reminder run has been. Each time the reminders are generated under the Patient View (Based on Types), a record is stored in the Success Rate screen. Once that remind...

90. Client Data Consent

    Created On: 21/05/2025 in Reception Client & Patient Registration
    Summary Influenced by the GDPR legislation, the tab in the Reception Screen labelled ‘Data Consent’ allows you to record consent and contact preferences for your Clients.  This is the second step when first registering a Client. Details The Da...

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