Emails for Appointments with Missing Signatures sent to Staff

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NPAWorks Automatic Messaging

NPAWorks has the ability to generate automatic email messages that can be sent to staff or clients based on a variety of conditions and parameters.  Below you will find the settings required to enable the reminder emails for appointments missing signatures.  If you would like to set up this reminder, please contact support@codemetro.com with these completed questions.

Reminder – Appointments with missing signatures

This reminder will send an email to staff members with appointments that need a guardian or staff signature.  The messaging job can be configured with the following options:

Appointment Criteria

  • Signature Type: Send messages for missing 1) Staff Signatures, 2) Guardian Signatures, or 3) Both
  • Send messages for Cancelled appointments? (Y/N)
  • Send messages for appointments on locked schedules? (Y/N)
  • Direct vs. indirect service appointments:
    • Send messages for direct service appointments (Y/N)
    • Send messages for indirect service appointments (Y/N)
    • Send messages for any service appointment regardless of appointments direct/indirect value (Y/N)
  • Appointments that are neither direct or indirect, such as Copay appointments (Y/N)

Staff Criteria

  • Send to staff in specified departments or all departments?
  • Send to staff with specified job titles or all job titles?

Timeframe Criteria

  • How many days back should the Job check? Example: Look for missing signatures in the past 7 days.
  • Include today’s appointments if messages will be sent after business hours? (Y/N)

Privacy/HIPAA Masking Options

  • Client Name masking? (Format FFF LLL) (Y/N)
  • Hide the street address for Service Location? (Y/N)

Send on what days (select one)

  • Weekdays – Mon-Fri
  • Daily – Sun-Sat
  • Weekly – Once a week on specified day of the week
  • Bi-Monthly – Sends either on 1st & 15th or 16th & 30/31st of each month
  • Monthly – Once a month on specified day of month (Date must be within 1-28 range)

Send at what time

  • Send reminder at what time of day?

When to begin or end sending messages

  • Begin Date?
  • End Date? (optional)

Reminder – Appointments Missing Signatures to Staff Sample Email

 

 

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