Create Appointment Confirmation Requests
You can customize your TopsDPX Confirmation Settings at any time! Here's how:
- Go to Comm > Tops Reminders.
- Enter your Tops Ortho password. Note: if this does not take you to Tops DPX, read the related article below Add Staff Member Credentials to TopsDPX.
- Click on the Schedule and Settings tab from the top menu.
- Click on Settings.
- You will see four boxes, one for each Messaging Type. Select Appointment Confirmations.
- You will see settings for Confirmation Requests and Confirmation Reminders.
IMPORTANT: A Confirmation Reminder cannot be sent unless a Confirmation Request has already been sent. If a patient confirms after receiving her initial Confirmation Request, then she will not receive the Confirmation Reminder.
- Click the gear wheel if you wish to change the time frame that the Confirmation Requests are sent out. When you are done, click Save.
- If you wish to change the wording of the template, click Text, Family Text, Email and Family Email. Note: Please do not remove/edit the STOPToOptOut wording at the end.) The Preview on the right will update to reflect your edits. When you are done, click Save.
- When a patient replies "C" to either a Confirmation Request or Confirmation Reminder, the "C" on their appointment in the Appointment Book will turn from red to green. See related article below to find out all the responses that confirm appointments.
