To utilize the Appointment E-Card function, the account must be activated for the feature:
- Click the word “Setup”
- Click "Offices'
- Click "Office Setup"
- Select the desired Office
- Select the Advanced Tab
- Click the Edit Office Button
- Ensure "Send ECard" is checked
- Save
If the Office Setup indicates “YES” in the " Send ECard" field, any patient who has an email address recorded in the patient information screen is eligible to receive an appointment email.
An email will be sent to the patient when the appointment is:
- Entered
- Moved
- Rescheduled