How to Use "Number of Days to Call"

Modified: Friday, 11 December 2009 01:01 PM by rclayton - Categorized as: ReminderPro, ReminderPro 2.x, ReminderPro 2008, ReminderPro DX

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1 - Introduction
2 - More Information
3 - Applies To
4 - Support

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1 - Introduction

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2 - More Information

When you go to generate and start a call session manually you are given an option to choose a number for Number of Days To Call. It is important to remember that this setting automatically defaults to 1 when you open Manual Start Calls except on Fridays when it defaults to 3. You always have the option of changing this setting to whatever you desire any time you use Manual Start Calls.

To understand the function of this setting, you must first know what Call Days Ahead setting you are currently using. You can get this by clicking on the Setup button and choosing the Calling/Dialing tab.

In the example above, you can see the Call Days Ahead setting is currently 2. This means we will be calling to remind the patient two days before their appointment.

To further explain this, if you are using a setting of 2, this is who you will be calling when:

On Monday's we will be calling Wednesday's appointments
On Tuesday's we will be calling for Thursday's appointments
On Wednesday's we will be calling for Friday's appointments
On Thursday's we will be calling for Saturday's appointments(if any)
On Friday's we will be calling for Sunday's appointments(if any)
On Saturday's we will be calling for Monday's appointments
On Sunday's we will be calling for Tuesday's appointments

Now that we know our Call Days Ahead is set at 2, we can look at a multi-day call session. We will use a session that starts on a Friday and will have a Number of Days to Callsetting of 3. When you run your import, you placed the appointments for Monday and Tuesday on the ReminderPro calendar. In the Manual Start Calls window, the Start Time is set at 5:00PM and the Stop Time is set at 9:00PM.

On Friday, ReminderPro starts the call session by looking two days ahead on the calendar (i.e. Sunday) and finds no apppointments listed so it makes no calls. This ends the first day of the of the call session. The call session itself is not done as the session is scheduled for three days.

On Saturday, without any additional input from the practice, at 5:00PM the call session continues and ReminderPro looks two days ahead on the calendar (i.e. Monday) and calls only the Monday appointments. This completes day two of the call session.

On Sunday, the third and final day of the call session, at 5:00PM, ReminderPro looks two days ahead on the calendar (i.e. Tuesday) and calls the Tuesday appointments. This completes the call session.

This setting allows you to set ReminderPro to run for weekends and holidays so the whole staff is free to spend this time without the inconvience of having to come into the office.

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3 - Applies To

All ReminderPro Versions

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4 - Support

If you continue to experience the problem after trying this suggestion, or if you have further questions, you may enter a case for our Technical Support Department directly visiting http://www.inphonite.com/support. Technical Support is available between the hours of 9:00am and 6:00pm Eastern Time, Monday through Friday.

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_{Keywords: calling sessions, manual start calls, number of days to call, weekends, holidays}