Surgery Done Text Automation
Aftercare information can be texted to clients if no email is on file. This automation can be set up under Settings > Patient Flow Setup > Automation Setup. Check the box next to “Send Take Home Paperwork. Public Clients: Take home paperwork will be emailed if email is on file, if not, it will be texted.”
When marking the surgery as done, a popup will appear where you can confirm the automation like so:
Note: The texting option is only for clinics with the Call/Text Add-On. Learn more about that here.
Item Reminder Aftercare Text
Nearly all of the setup will be the same as for the Healing Email. In this suggested aftercare follow up, you will have a link on your website that includes the instructions, perhaps a video, and the images of the appropriate healing for each surgery type. Feel free to copy these from the Healing Email download from here.
Your text will be a short message with a link to your website where all this information is available.
- Go to Settings > Confirmation & Reminders
- Item Reminder > +Create Item Reminder
- Fill in the setup fields.
- Reminder Name: S/N Aftercare Text
- Reminder Delivery via: Text
- Send reminder for: You will need to create one email for “All Public clients” and another one email for “Volume Client Owners”
- Appointment type: doesn’t matter in this case since the trigger will be the line items.
- Animal Restrictions: This section is used to select which animal types should be sent this message. If you do not select any field here, it will go to ALL PUBLIC animals with the matching line item.
- Item Settings:
- Active Duration for all selected items: 2 Days.
- Choose Items: Select and add the surgery item(s). Example, Dog Spay, Dog Neuter, Cat Spay, Cat Neuter
- Sending Schedule: 1 Day (before the actual date) This is when the text should be automatically sent.
We trick the system into thinking that the animal is due for a spay/neuter again. So we set that the items are due in a few days and we want our text to go out the day before it is due. So here we have set the spay/neuter is due in two day and the text reminder should go out the day before it is due. So in the real time line, this text will go out the day after surgery. - Create the text message. Be sure to stay under the 160 character count.
Suggested Text message: Just a reminder to follow surgery aftercare & check the incision. What to expect here: [insert your URL]
Use your website URL to link to aftercare instructions!
