Set Up Eyewear Reminders

The availability of this feature is dependent on your practice management software

Automatically let your patients know that their eyewear (glasses or contacts) has been received and is ready for pick up, as well as send follow-ups to see how their new eyewear is fitting.

Setting up Eyewear Reminders

Note: Before you set up your Eyewear Reminders, make sure you complete your Eyewear Status Mapping.

  1. Select the Menu icon in the upper right hand corner
  2. Select SettingsScreen_Shot_2021-09-14_at_9.45.27_AM.png
  3. Select Auto RemindersScreen_Shot_2021-09-14_at_9.38.55_AM.png
  4. Click on Eyewear Reminders
  5. Hover over a reminder to edit, duplicate, or delete
  6. Select the Eyewear Reminder Type (dispensed or received) and adjust all other settings
  7. When finished, select Save and make sure the reminder is toggled on
    Screen_Shot_2021-09-14_at_9.39.06_AM.png

Note: An Eyewear Dispensed message is meant to follow up with your patient to see how their new eyewear is fitting and an Eyewear Received message is to let your patients know that their eyewear has been received in the office and is ready for pick up.

 

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