To access the Outbound Messaging Configuration screen, click on Misc -> Interface Setups -> Outbound Messaging. This feature is part of the Premium tier.
Outbound Messaging Interface
The Messaging Interface allows the pharmacy to utilize Email/SMS messaging to send specific communication to the patients. This is an optional feature that must be setup with BestRx Pharmacy Software staff; please give us a call for more information!
Upon signing up, the pharmacy will have the ability to display a message to their patients, allowing them to sign up for this service on the pharmacy's signature pad (service and hardware sold separately) as shown in the screenshot below.
Patient Message Settings
The messaging interface must be first set up as mentioned above, and the settings per individual person can be tailored in the settings screens as typically seen on the main processing screen by clicking the Bell icon next to the patient's phone number, on the profile screen using the same icon next to the cell phone field, and can also be adjusted at the first screen of a group send (as outlined in the steps below) when sending messages to multiple patients through the Patient Listing report. The settings screen is displayed here for reference.
These settings will allow per patient control of the Messaging Interface.
The cell phone and email fields offer a verification process that requires the user to input a number they receive by Email/SMS as shown below.
The benefit of verifying these is to prevent a mistake from being made by entering wrong information; this is OPTIONAL.
Cell Phone: Enter the patient's Cell Phone number.
E-mail ID: Enter the patient's Email.
Apply Default Settings button: This button will take whatever default settings have been set in the Setup portion of the interface and apply them to the selected patient.
Send Email/SMS: This button is used to send a general email message or SMS to the selected patient if doing so from that prescription screen or the patient's profile screen. For a full explanation see the Sending Messages article.
Send Refill Reminder: Indicate if you'd like reminders to be sent in an Email, SMS, neither, or both.
Send Rx Ready for Pickup: Indicate if you'd like a ready for pickup message to be sent in an Email, SMS, neither, or both.
Send Birthday Greeting Message: Indicate if you'd like a birthday message to be sent in an Email, SMS, neither, or both.
Send Welcome Message: Indicate if you'd like a welcome message to be sent in an Email, SMS, neither, or both.
Outbound Messaging Setup
To configure Outbound Messaging, click on Misc -> Messaging Interface -> Outbound Messaging Setup.
Messaging Settings
The Messaging Setup screen allows for configuration of the Messaging service by using the appropriate drop down boxes and entering the information in the corresponding fields. These screens also control some of the IVR notifications and settings. This service is optional; if you're interested, please call BestRx to get started and configure these settings!
Alert Settings
The Alert Settings screen will determine how alerts should be delivered and according to what criteria. For security purposes, if these settings ever need to be changed, you will have to contact BestRx to have them unlocked to do so.
Send Refill Reminder: Indicate if you'd like reminders to be sent in an Email, SMS, Call, neither, or all.
Send when Rxs are due to be refilled : Indicate if you'd like a message to be sent for prescriptions currently due to be refilled.
Send when Rxs are PAST DUE to be refilled : Indicate if you'd like a message to be sent for past due prescriptions waiting to be refilled.
Send Refill Reminder Before Days: Indicate how many days before hand you'd like messages to be sent.
Send Refill Reminder After Days: Indicate how many days afterward you'd like messages to be sent.
Send for non-maintenance drugs : Indicate how you'd like the system to control sending messages for non-maintenance medication.
Send messages for Control Drugs: Indicate if you'd like to send out messages for Controlled Drugs.
Send messages for C2 Drugs: Indicate if you'd like to send out messages for Class 2 Controlled Drugs.
Patient Default Button : Clicking this button allows the user to change the defaults for adding new patients, and allows the user to also Update All records in the system with the preferred settings. Apply Default Options while - Adding New Patient: This option will apply the chosen defaults whenever the pharmacy adds a new patient into the system.Apply Default Options while - Patient Consent on Sigpad: This option will not apply default settings until the patient gives their consent on the signature pad; from that point on, that patient will follow the defaults pre-set by the pharmacy.
Send Rx Ready for Pickup: Indicate if you'd like a ready for pickup message to be sent in an Email, SMS, Call, neither, or all.
Indicate Rx Ready for Pickup After: Indicate when you'd like the message to be triggered; it can be after a Label Print, when the RX is Approved by Insurance or after the RX has been Verified for Fill.
Send Add'l Rx Pickup Reminder After Days: Indicate how many days after the initial reminder you'd like to send a follow up reminder message. You can enable more follow up messages by clicking the "+" button as shown below.
Send Birthday Greeting Message: Indicate if you'd like a birthday message to be sent in an Email, SMS, Call, none, or all.
Send Welcome Message: Indicate if you'd like a welcome message to be sent in an Email, SMS, Call, none, or all.
Send General Message: Indicate if you'd like to turn on capability to send generalized messages through Email, SMS, neither, or both. The Sending Messages article will outline the process of sending these messages.
Send Only to Verified Email ID/Cell Phone: Indicate if you'd like these messages to be send only to verified Email/Cell phone. The status of the verification can be seen on the main screen by clicking the Bell button next to the phone number field.
Only Send Email/SMS Between: Indicate what times you'd like these messages to be sent within.
Only Call Between: Indicate what window of time you'd like IVR to place calls.
Send Email/SMS on These Days: Indicate the days these message can be sent.
Start Daily Process after: Indicate when you'd like the queue to start processing messages daily.
Sending Messages
The Messaging Interface allows the pharmacy to utilize Email/SMS messaging to send specific communication to the patients. This is an optional feature that must be setup with BestRx Pharmacy Software' staff; please give us a call for more information!
The messaging interface must be first set up as mentioned above, and the settings per individual person can be tailored in the settings screens such as:
The main processing screen by clicking the Bell icon next to the patient's phone number
The profile screen using the Bell icon next to the cell phone field
The first screen of a group send (as outlined in the steps below) when sending messages to multiple patients through the Patient Listing report.
The settings screen is displayed here for reference.
Sending General Messages
General Messages can be sent in groups by generating a Patient Listing.
After adjusting the settings as the user sees fit or after generating a patient listing, click the Send Email/SMS button to proceed.
The "Send General Message" option for Email and/or SMS has to be selected in the message settings for this process to work.
The patient selection (if utilizing the patient listing screen) will display as shown below. If the function is used per individual patient, only that patient will display in the below screen.
Indicate if you'll be sending an Email and/or SMS message using the check-boxes above the patient listing.
Select the patient for whom you'd like to send these messages. You can alternatively Select All or Unselect All to clear the selection. If the patient has no settings and/or information attached when they're selected, the Settings, Email, and CellPhone fields will be highlighted in RED. You can adjust these simply by clicking on the red fields.
When a selection has been made, simply click Next to proceed to the next screen. You can move between these screens at any time using the Back and Next buttons.
This screen will allow you to tailor the message specific to your need. The "Select Previously Sent Email" and "Select Previously Sent SMS" drop-down boxes will display saved message templates on top, followed by ten (10) of the most recent sent Email/SMS messages. If they have been previously saved, you can choose the message using these drop-downs. Otherwise proceed to entering the Email Subject/Message and/or Text Message/Subject.
You can save the templates you've entered by clicking the "Save this Email/Text Message" check-boxes appropriate to message type. If saving a text message, the subject must be entered to properly save the template in memory for future use even though it is NOT transmitted.
After entering the appropriate information, simply click Next to proceed to the next screen. You can move between these screens at any time using the Back and Next buttons.
After all the information has been entered, this confirmation screen will display the messages you've put together and allow you one last look before sending them to the patient. You can go back to either of the previous screens using the Back button if any of the information is incorrect and/or needs to be adjusted.
When everything has been satisfactorily checked, click the "Send to Message Queue" button to proceed sending the messages.
Outbound Messaging Queue
To view the Messaging Queue, click on Misc -> Messaging Interface -> Outbound Messaging Queue.
The Messaging Queue screen will allow the user to see all the pending and sent messages within a specified date range. The report, when generated with a date criteria, will display the Date/Time, Method, Alert Type, Priority, Entity, Entity Name, Status and Attempts at sending the message. The user also has the ability to select any of the messages in this Queue and Delete them using the Delete Message button.
To print the report, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.
The user may also clear all the data displayed on the screen by clicking the "Clear" button or by pressing the "Enter" key when the "Clear" button is highlighted.
Outbound Messaging Format
To edit or view the Messaging Formats, click on Misc -> Messaging Interface -> Outbound Messaging Format.
The Messaging Format screen will allow the user to create templates for all outbound messaging types. The first report screen will allow users to edit or filter formats/templates previously created by using the "Method Type", "Alert Type", and "Subject" fields. At any point the user can click a template previously made to edit it by simply clicking the appropriate line in the result box. To create a new template, click "Add New Format".
Adding a New Format
When adding a new template, make sure "Add New Format" selected in the top left of the screen.
From there, adding a template is very simple.
First pick the Method Type from "Email", "SMS", and "Outbound Call".
You'll then have to specify what kind of Alert Type this is; the options are "General", "Refill Reminder", "RX Ready for Pickup", "RX Pickup Confirmation", "Birthday Greeting", "Welcome Greeting", and "Verification".
You can also indicate the language this template is in choosing from the Language drop-down box.
The "Group Message" flag can be changed to indicate if this message is meant for a larger group of people; however it does not actually group messages into one, and they still get sent to individual people one by one.
Next indicate the subject and content of the message. For message types "Refill Reminder", "RX Ready for Pickup", "Birthday Greeting", "Welcome Greeting", and "Verification" you can click the "Load Default" button to populate the default message type in the template. These typically include variables that will automatically display the information based on the pharmacy's data.
When the template is ready to be saved, simply click on "Save" to keep adding other templates, or "Save & Exit" to leave the screen.
The user may also cancel the entry/edit by clicking the "Cancel" button or by pressing the "Enter" key when the "Cancel" button is highlighted.