Setting Premedicate Text Reminders for Your Patients

Included within its automated Appointment Reminder settings, YAPI has an additional automated feature that reminds patients to premedicate prior to an appointment. Below, you'll find more about how YAPI's premedicate reminders work, how to enable them in YAPI, and how to set a premedicate reminder for a patient within your practice management software.

Table of Contents

 

How Premedicate Reminders Work

YAPI's premedicate text reminders send patients a text at 10AM the day before their appointment reminding them to premedicate. By using our default template, merge tags automatically populate the patient's preferred name, appointment date, and your practice name:

Premed_Text_2.png

To use premedicate text reminders, all you need to do is enable them within YAPI and then make sure your patients are marked as "premedicate" within your practice management software!  And if you have "Premed" or "Premedicate" in your list of medical conditions, YAPI's paperless forms also allow patients to mark themselves as premedicate right on their Medical History form.

Some things to note:

  • Premedicate reminders requires YAPI housekeeping (happens automatically overnight) to run at least once between marking the patient as premed and their appointment date.  Patients who schedule same day can't receive premed reminders.

  • YAPI reads a patient's appointment and patient notes for the words "premed" or "premedicate" but ignores all other words.  Make sure your patient notes don't say things like "no premed" or "doesn't need to premedicate" since these will still trigger premedicate reminders.

  • Premedicate reminders are general reminders that don't list a patient's particular medications within the text.  We recommend checking in with patients when booking the appointment to make sure they know which medications to take.

 

Enabling the Premedicate Text Messages in YAPI

  1. From the YAPI Dashboard, click Setup and Manage Setup_and_Manage.png and select Global Setup.

  2. When prompted, enter your YAPI password.

  3. In the Global Setup window that pops up, click the Reminders tab.

  4. In the purple Pre-medicate text section, make sure the Enable box is checked.

    Screen_Shot_2021-09-22_at_10.08.55_AM.png

  5. The Template box should already show a template selected, but if the box is blank, click the double arrow >> button, select Text reminder premedicate and click Select.

  6. Click Save!

 

Setting a Premedicate Reminder for a Patient

Dentrix Users (G7 and above)

In Dentrix versions G7 and above, there are two ways to mark a patient as premed so that they get a premedicate reminder: by assigning them a premedicate medical condition or creating a premedicate patient alert.

Setting Premed via a Medical Condition

Premed_Dentrix_Med_Condition_2.gif

  1. In Dentrix, select the patient who needs to premedicate.

  2. Click the available Health History Health_History_White.png   Health_History_Red.png button for that patient.

  3. In the Health History pop-up, click the Add icon and select Medical Condition.

  4. In the Add Medical Condition pop-up, click the double-arrow >> icon next to Medical Condition.

    Screen_Shot_2021-09-22_at_3.16.48_PM.png

  5. Select "Premed," "Premedicate" or an existing Dentrix default condition with the prefix "*Pre-Med- ."

    Note: If you don't already have a Medical Condition with the spelling "Premed" or "Premedicate" and don't want to use the Dentrix defaults with the "*Pre-Med-" prefix, click the cog Medical_History_Cog.png icon to add one.  For this Medical Condition to also show as an integrated Medical Condition on your YAPI forms, see Changing Medical Conditions.
  6. Click OK, then OK again.

 

Setting Premed via a Patient Alert

Premed_Dentrix_Patient_Note_2.gif

  1. In Dentrix, select the patient who needs to premedicate.

  2. Click the Patient Alerts Patient_Alerts.png button.

  3. In the Create Patient Alerts pop-up, select where you want the Patient Alert to display in Dentrix or click the All checkbox to select all areas.

  4. In the Description box, enter the word "Premed" or "Premedicate" (no hyphen). 

    Screen_Shot_2018-09-24_at_10.23.14_AM.png

  5. Add any appropriate notes to the Note box and click OK.

 

Dentrix Users (G6 and below)

In Dentrix versions G6 and below, set a Medical Alert for the patient to receive premedicate reminders:

  1. In Dentrix, select the patient who needs to premedicate.
  2. Click the available Medical Alerts Health_History_White.png   Health_History_Red.png button.

  3. In the Medical Alerts pop-up, click Edit and select "Premed" or "Premedicate."

    Note: If you don't already have a Medical Condition with the spelling "Premed" or "Premedicate," you'll need to add one to the list.  To learn how to add one, we recommend DentrixDoesIt's Medical Alerts tutorial.
  4. Click OK, then OK again.

 

Open Dental Users

In Open Dental, there are two ways to mark a patient as premed so that they get a premedicate reminder: by assigning them a premedicate medical condition or by using Open Dental's native Premedicate checkbox.

Setting Premed via Open Dental's Native Setting

Premed_Open_Dental_Checkbox_2.gif

  1. Within Open Dental, select the patient who needs to premedicate.

  2. Click Chart Screen_Shot_2021-09-23_at_11.47.22_AM.png

  3. to open their Chart Module and double-click the pink Problems section.

  4. Click the Medical Info tab and check the Premedicate (PAC or other) checkbox.

    Screen_Shot_2021-09-23_at_9.29.20_AM.png

  5. Click OK.

 

Setting Premed via a Medical Condition

Premed_Open_Dental_Med_Condition_2.gif

  1. Within Open Dental, select the patient who needs to premedicate.

  2. Click Chart Screen_Shot_2021-09-23_at_11.47.22_AM.pngto open their Chart Module and double-click the pink Problems section.

  3. Click the Problems tab, then click +Add Problem.

  4. In the Problems pop-up, select "Premed" or "Premedicate."

    Screen_Shot_2021-09-23_at_9.30.37_AM.png

    Note: Open Dental's existing *Pre-Med - Clind, *Pre-Med - Amox, and *Pre-Med - Other, won't trigger premedicate reminders through YAPI.  If you don't already have a Problem with the spelling "Premed" or "Premedicate," click the +Add button to add one.  For this Problem to also show as an integrated Medical Condition on your YAPI forms, see Changing Medical Conditions.
  5. Click OK, then OK again.

 

Eaglesoft Users

In Eaglesoft, there are two ways to mark a patient as premed so that they get a premedicate reminder: by assigning them a premedicate medical condition or by creating making a note in their patient memo.

Setting Premed Via a Patient Memo

Premed_Eaglesoft_Memo.gif

  1. From your Eaglesoft Schedule view, open the Edit Patient window for the patient who needs to premedicate.

  2. Click the Memo button. 

  3. When the Patient Memo pop-up appears, type the word "Premed" or "Premedicate" anywhere within the memo, then close the window.

    Screen_Shot_2021-09-22_at_4.56.29_PM.png

  4. Click OK.

 

Setting Premed via a Patient Alert

Premed_Eaglesoft_Alert.gif

  1. From your Eaglesoft Schedule view, open the Edit Patient window for the patient who needs to premedicate.

  2. Click the Alerts button. 

  3. When the Patient Alerts pop-up appears, select PREMEDICATE from the Available Alerts on the left and click >>Add to move it to Alerts for this Patient on the right.  Then close the window.

    Screen_Shot_2021-09-22_at_4.56.54_PM.png

  4. Click OK.

 

Linking a Patient Alert with a Medical Condition

For Eaglesoft to integrate premed text functionality through a medical condition, you must have a condition or question on your Eaglesoft Medical History form tied to a premedicate Patient Alert. For more about editing your Eaglesoft Medical History and importing it into YAPI, see Importing Eaglesoft Medical History Forms into YAPI.

 

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