Send SMS notification on appointment

This eWorkflow enables you to send SMS message notifications of animal treatment appointments to the animal owners.

Depending on the appointment entries in the Reception module, a few days before the inspection the eWorkflow searches for the animal owners to whom an SMS notification of the upcoming inspection will be sent. The SMS is sent to the owners whose telephone number is entered in the Owners and animals register and who have given their consent to SMS notifications.

The eWorkflow is made up of a set of automated elements, which run the following crucial steps in the background:

1. Retrieving appointment data: From the Reception module, the program retrieves data on the upcoming appointments. In this step, the key block is the Script.
2. Retrieving data for SMS: Based on the criteria entered, the program selects the corresponding data of the animal owners (phone number and consent to SMS notification). In this step, the key block is the Script block.
3. Sending SMS messages: The program sends an SMS to the animal owner. The key block in this step is the Send SMS block.

For the eWorkflow to work properly, the following settings must be defined beforehand:

1. Setting up the eWorkflows for SMS and email notification

All the required settings for the successful operation of the eWorkflows for SMS and email notification are described in section 2 – Defining the SMS settings in Administration Panel – Appointment.

2. Defining the SMS settings in Administration Panel – Appointment

The default settings for the given eWorkflow Send SMS notification on appointment need to be defined in Settings | Program | Administration Panel.

In the Administration Panel, select the panel Settings | Veterinarian and then the SMS settings tab.

In the SMS default text field of the section Appointment, select Appointment from the drop-down list of SMS templates.

HINT Double-clicking in the field opens the form for creating and editing templates for sending emails and SMS messages.

In the field Send SMS notification before next appointment (in days), enter how many days before the appointment the SMS notification together with the details of the scheduled appointment will be sent to the customer.

In this case, the number of days is set to: 3.

HINT For a use case, see the chapter SMS notification on appointment (use case).