To ensure you don't run out of SMS credits at an inopportune time and you are consequently unable to send SMS reminders to patients, Genie can schedule a task to be sent to a specific user when your credits get below a specified amount.
This warning feature can be enabled by following the below instructions.
- Navigate to Appts > SMS Reminders > Setup from the appointment book.
- At the top of this window under the Credits section, you will have a Send a task to XXX when credits drop below XXX preference.
- Specify the user to receive this task and the credit value at which you wish to be notified.
- Save out of the SMS Setup window.
In Genie v9.3.3 or below, you will not be able to specify which user receives this task. The low credit task will be sent to the administrator of Genie.
What should I set this credit warning to?
We suggest determining an average amount of reminders you would send per day and then multiplying by 3 to give you enough credits for 3 days. This will allow you enough time to purchase additional credits before they are all used and no further reminders can be sent.