How to send an Easy Fill Request

Modified on Tue, 24 Jan 2023 at 12:00 PM

This article explains how to send an Easy Fill Request

Instructions to send Easy Fill Requests

Step 1: Access the Easy Fill product page

Step 2: Select "New Easy Fill Request"

  • Select the "New Easy Fill Request" button 

Step 3: Select the date and time of the appointment you are trying to fill

  • This is the time of the appointment that will be filled and it will be displayed to patients when requesting their availability 

Step 4: Select who you want to send the request to

  • You can choose to send the request to either patients on your Easy Fill Waitlist OR Patients on the schedule 

Step 4a: Select from schedule

  • Select the dates for the patients with appointments you are trying to send the request to 
  • Select whether you'd like to send to a specific patient group or to all patients 
  • Confirm the patients you'd like to receive the message 

Step 4b: Use Easy Fill List

  • Confirm which patients on your list should receive the Easy Fill request 
A max of 25 patients from your Easy Fill List can be selected to receive an SMS

Step 5: Confirm and send

  • Ensure that the message, appointment date/time, and patient list is up to your preferences

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