Last week we introduced YAPI’s newest feature: Actionable Notes. In addition to using Actionable Notes to send your patients early arrival reminders, you can also send Spanish appointment reminders!
The concept of our “Actionable Notes” feature is that a simple phrase within square brackets entered in patient notes or appointment notes (in your PMS) will trigger a specific action in YAPI. YAPI will then automatically execute the requested action.
Currently, our Actionable Notes feature can be used to set a patient’s preferred language (Spanish or English) and to send early arrival reminders. Remember, square brackets are your secret weapon to trigger Actionable Notes!
How to Set a Patient’s Preferred Language
YAPI’s Spanish appointment reminders will accommodate your Spanish-speaking patients. English is the default setting for a patient’s preferred language. In order to change a patient’s preferred language to Spanish and activate Spanish reminders, enter the word [Spanish] in the patient’s notes. You can also enter [SPA] or [ES] for short. The phrase is not case-sensitive.
There are slight variations as to where to enter [Spanish] depending on your PMS.
- Dentrix: enter in Patient Notes
- Eaglesoft: enter in Patient Memos
- Open Dental: native in the “language” field in the family module
Remember, it must be in brackets. In Dentrix and Eaglesoft, this will set the patient’s preferred language to Spanish and activate Spanish reminders.
Sending Spanish Appointment Reminders
When you change the preferred language to Spanish, it will stay in effect for every future appointment. If a patient ever requests to switch back to English reminders, remove the [Spanish] note to deactivate and revert back to English.
This note will also cause the nanosite and Virtual Receptionist to default to Spanish. For instance, when a patient texts “MY” to your office, the response from your office will be in Spanish.
The preferred language set using Actionable Notes or natively in Open Dental supports:
- Appointment reminders
- Email messages
- Recall reminders
- The nanosite
How to Activate Spanish Appointment Reminders
If your YAPI was installed after July 5, 2016 and you are running on the latest version (1.4.65+), your software already has the necessary templates to support this feature.
