COVID-19 Information

1. Log into your Member Dashboard.
2. Click the wrench icon in the upper right corner.
3. Click the Manage Settings button.
4. Switch the reminder types you wish to enable, to enabled.
5. Use the drop down menu to look through each section and ensure your email, voice, and text reminders are enabled.
6. If your office uses our Reactivation Reminders, Click Messages > Email > Recall and ensure both options under Select a recall type are enabled.

For more information on this area of the Dashboard, see our full page here.

For a helpful video tutorial on enabling your email appointment reminders, click here.

1. Log into your Member Dashboard.
2. Click the wrench icon in the upper right corner.
3. Click the Manage Settings button.
4. Switch the reminder types you wish to disable, to disabled.
5. Use the drop down menu to look through each section and ensure your email, voice, and text reminders are disabled.
6. If your office uses our Reactivation Reminders, Click Messages > Email > Recall and ensure both options under Select a recall type are disabled.

For more information on this area of the Dashboard, see our full page here.

1. Log into your Member Dashboard.
2. Click Messages at the top, then Custom.
3. Click Select Recipients. 
4. If you wish to send to all of your active patients, click Send To Groups, then select All Active Patients then click Save. Skip to Step 7.
5. If you wish to target a smaller subset of patients, click the + sign and select the criteria you would like to use (Appointment Date is a useful one.)
6. Once you have your criteria selected, click Search (this step may take a little bit) then click Select All, then click Save.
7. Fill out the Message Subject and Message Text of your email.
8. Choose a template for you email.
9. Select any additional options you would like at the bottom of the message, then click Preview.
10. If your message looks correct, click Send.

See our full help page on this topic here.

1. Log into your Member Dashboard
2. Click on Messages at the top, then Text, then Custom.
3. Click Choose Recipients.
4. Mouse-over the plus sign next to Additional Search Criteria and select Appointment Date.
5. Select the upcoming dates you would like to send this text for and click Search.
6. Click Select All, then click Save in the upper right.
7. Now simply compose your message, proofread, and click Send.

For more detailed instructions, please click here.

1. Log into your Member Dashboard
2. Click Messages at the top, then Text, then Conversations.
3. Click New Message then search for the patient with an active cell phone on file you would like to reach.
4. Select their name then type the message you wish to send in the box below.
5. Click Send.
6. Your message will now show at the top of the Conversation view, and you can text back and forth with this patient.

For more detailed instructions, see our Help Page here

1. Log into your Sesame Member Dashboard
2. Click on Messages at the top, then click First to begin editing your first email appointment reminder
3. Scroll down to the Message Text section.
4. Here you can add any relevant notices or warnings to your patients. See below for an example
5. Click Preview to ensure your message looks correct.
6. Click Save toward the top.
7. Repeat steps 3-6 for any additional reminder templates you would like to edit, especially the Courtesy or Second Appointment reminders.

Example:
Please note: Out of respect for the health of all patients and staff, if you are experiencing fever or flu like symptoms, please call the office before coming in for your appointment. Thank you.

More detailed instructions on editing Email Reminder templates can be found here