Quick Reference — To update Patient Communication settings on the Departments page

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The patient messaging settings specified on the Patient Communication Content Management page can be viewed and edited on the Departments page.

  1. Display the Departments page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Departments, click Departments.
  2. If you are editing the settings for an existing department, locate the department in the Departments list, and click the update link.
  3. Scroll down to the Patient Communications section.
  4. You can select Use practice settings (or Use brand settings).
    • To create settings for the department that differ from the practice or brand settings, click Use custom settings.
    • To remove custom department settings and revert to the settings for the practice or brand, click Use practice settings (or Use brand settings) and then click Save.
  5. If you are creating or editing custom settings for patient messaging, edit the following fields.

General Display Settings

  1. Name — Enter the name for the department as it will appear in email messages to patients (Subject line, body, and signature of the email). This name is also used in the greeting of automated calls and on the Patient Portal, as well as in patient statements.
    Note: For patient statements, the name you enter in this field overrides the value entered in the Billing name field on the Departments page.
  2. Phone number — Enter the general contact phone number for the department. This phone number is used in automated messages to patients. Patients can call this number to reach the office by phone.
    Note: To include the department address in appointment reminder emails, make sure that the Office Address field at the top of the Departments page contains an address (the city, state, and ZIP code are required).
  3. SMS name — Enter a shortened name for the department as it will appear in automated text messages to patients (you can enter up to 20 characters).

Billing Display Settings

  1. Same as General Display Settings — Select this option to use the same phone number for billing-related messages that you entered in the General Display Settings Phone number field.
  2. Phone number — Enter the phone number used for billing-related messages. For self-pay reminders, this setting overrides the general phone number. Patients can call this number to reach the office by phone.
  3. Click Save.