Medical Alerts can be used to trigger automated Peptalkr SMS and transactional email in two ways:
To trigger one off triggered emails on the fly to patients
Examples of using this trigger:
Sending a patient handy resource(s) you have prepared
Sending a feedback request to a patient you just had a good session with
Sending information to a patient specific to a particular issue/requirement
It's great for those moments where you have a one-off need to manually send a patient something without having to manually type an email/remember to send them something, where a fully automated flow can't be done.
Recipe ingredients:
Instructions:
If email - create a transactional email template
Create the medical alert by following our best practices
Create a trigger (or SMS):
Press the
buttonGive your trigger a logical name (e.g.
Medical Alert - Back Exercise Videos)Select Automated Recurring and click Next.
Select No for marketing message and click Next.
Select After a medical alert is added to a patient file.
Set your timing (e.g 1 minute) and click Next.
Click
to expand your list of pre-created medical alerts (refer to step 2 - it takes 5 minutes for the Medical Alerts to appear in this list after they have been created)Search for your medical alert and click it to select it. It will appear in green like this if you have selected it:
Apply other filters if you need to then click Next.
Select every time the conditions are met and click Next.
If email: Select your email template from step 1 | If SMS: type your SMS and include any links you want to include
Click Next to review your Summary then click Finish.
Voila! Now you can go ahead and add this medical alert to a patient file and it will trigger this message.
Just remember if you ever need to send this message to the same patient a second time (rarely but potentially needed at times) - you must first remove the medical alert from their patient file, then re-add it at least 5 minutes later. Peptalkr has a 5 minute buffer period to pick up changes to Medical Alerts.
To filter who receives certain triggered emails or SMS
Examples of using this trigger:
You want to send an appointment email (reminder, confirmation, follow up, recall etc - but only if they have this medical alert)
It's great for those moments where you have a super specific transactional email or SMS to send, where other types of filters won't work (e.g appointment type, invoice item, practitioner etc.)
Recipe ingredients:
Instructions:
If email - create a transactional email template
Create the medical alert by following our best practices
Create a trigger (or SMS):
Press the
buttonGive your trigger a logical name (e.g.
Recall - 7 days - Medical Alert)Select Automated Recurring and click Next.
Select No for marketing message and click Next.
Select the triggering event you need (Our example is a recall so we'll select After the appointment)
Set your timing (e.g 7 days) and any other settings relevant to that trigger (e.g Is this a recall?) and click Next.
Click
then click Medical Alert to expand your list of pre-created medical alerts (refer to step 2 - it takes 5 minutes for the Medical Alerts to appear in this list after they have been created)Search for your medical alert and click it to select it. It will appear in green like this if you have selected it:
Apply other filters if you need to then click Next.
Select every time the conditions are met and click Next.
If email: Select your email template from step 1 | If SMS: type your SMS and include any links you want to include
Click Next to review your Summary then click Finish.
Voila! Now you can go ahead and add this medical alert to a patient file and it will trigger this message next time your triggering event occurs, and your filter conditions are met.