Configure Auto-Reply Messages in Visual Connect
Set up automatic text message responses for patients who contact your clinic through Visual Connect during and outside business hours.
Prerequisites
Admin account access in Visual Care Admin Portal
Visual Connect enabled for your clinic
Clinic hours configured in Visual Care Admin Portal under Settings - Clinic Hours/Closures
Log in to your Visual Care Admin Portal
Navigate to the Visual Connect tab
Click Options
Locate the Text Conversation Settings section
Choose which auto-reply to enable:
Click the toggle button next to During Business Hours to enable automatic replies during your operating hours
Click the toggle button next to Outside Business Hours to enable automatic replies when your clinic is closed
Enable both if you want auto-replies at all times
Enter your auto-reply message in the text box below each enabled option (maximum 200 characters)
Scroll to the bottom of the page
Click Save Settings
Available Variables
Include these variables in your message to automatically insert clinic information:
%CLINICNAME% - Displays your clinic name
%CLINICPHONE% - Displays your clinic phone number
%CLINICEMAIL% - Displays your clinic email address
Example message:
"Thank you for contacting %CLINICNAME%. We will respond during business hours. Call %CLINICPHONE% for urgent matters."
Auto-replies apply to SMS text messages only
Patients receive the auto-reply immediately after sending their message
Business hours are determined by your settings in Clinic Hours/Closures
The same message applies to all days within each time period (you cannot set different messages for specific days of the week)
Next Steps
Test your auto-reply by sending a text message to your Visual Connect number during the applicable time period to verify the message displays correctly.
Related Articles
Set up permissions for 2 way texting within Visual-Eyes
If you notice that the Text Px button is greyed out for some Users this is due to their user permissions for Visual-Eyes not being set to access the 2 way texting feature. You will need someone in your clinic with Owner access to go into VE Admin - ...
Visual Book: How to Limit Bookings to New and/or Existing Patients (Flex Only)
For Flex layout only, Visual Book practitioners can limit whether new and existing patients are allowed to book under their calendar. This setting provides control over patient booking permissions at the practitioner level. Prerequisites Visual Book ...
How to search for a patient using their email
Visual-Eyes offers two methods to search for patients using their email address. Use the Alternate Search option in Visual-Eyes for quick lookups, or access the Visual Care Admin Portal Communications Full Log for detailed message history and ...
Visual Forms Tablet Manager
Tablet Landing Page: [Clinic Name].visualbook.ca/checkins/tablet Using the page: Upon entering the landing page you will be prompted to sign into a clinic admin account. This will be the same account as in Visual Care. On the Page you will see: ...
Set up a Practitioner in Visual Care
Adding a Practitioner to Visual Care 1. Log into your Visual Care Admin Portal 2. Click On Visual Book 3. Click on Manage Practitioners 4. Select the Doctor from the drop down lists for VB & Appt Reminders and Recalls & Orders. Set their name in ...