Changing Text Messages to Put in a Message That Office is Closed
These instructions are for patients/clients who have scheduled appointments.
If you need to close your office due to inclement weather, sickness, or safety of the public follow these directions.
1. As a Portal Administrator, log into the Patient Portal Admin site. (See Setting up a Patient Portal Admin Knowledge Base Article.)
2. From the Patient Portal:
a. Click on the Admin Tools button on the top right
b. Click on the SMS Reminder Settings button
3. On SMS Reminder Settings area:
a. Turn off Confirm/Cancel since the message is an alert, i.e., you do not expect the patient/client to arrive for the appointment
b. Type in the message you want texted to your patient/client
c. (optional) You may want to turn off the second reminder
d. Click on the Preview Reminder button
4. You will see how the alert will look when sent to the patient/client.
5. After you close the preview reminder (by clicking on the x in the top right of the Preview Reminder window):
a. Click on the Save Changes button
b. You will see a confirmation toast in the bottom right of the browser window
6. Next, go back into ICANotes and re-save the appointment for the newly created text message to be received.
Don't forget to fix your reminder settings once your office is reopened/status has changed.
Watch this video demonstration of the process:
Related Articles
Telehealth Back Office
Telehealth Back Office The Telehealth Back Office (or "Waiting Room") permits ICANotes users to manage clients waiting to be seen by their provider, as well as have quick and easy access to additional ICANotes resources including the Patient Portal, ...Text Reminders in English and Spanish
Text Reminders in English and Spanish Question: How can I send out a text reminder in English & Spanish? Answer: While Spanish language text reminders are not currently a feature within ICANotes, for customers wishing to send appointment text ...Changing Note Date
Changing Note Date There are two ways to change a note date within any note type. The first way is from within the note work areas. Look to the Note Date field at the top center of the note and click into the field to view a calendar. Click on the ...Changing Your ICANotes Password
How to Reset Your ICANotes Password If you've forgotten or need to reset your ICANotes password, you can do so quickly and easily online using the Forgot Password? link on the login page: You'll be prompted to enter your username/email address Then ...Reconcile Messages from Kno2 on Upload Site
Reconcile Messages from Kno2 on Upload Site On the Upload Site, there is a new tab Reconcile Messages. Reconcile Messages is linked to Kno2. A user with group or security administrative privileges is able to assign a patient in the Upload site after ...