CTL Confirm-IT2 - Manual (Page 5)

Confirm-IT2 Overview
Confirm-IT2 User Guide
1
INTRODUCTION
Overview of Confirm-IT2 ( also referred to as “CI2”)
Confirm-IT2 (CI2) is an automatic appointment reminder system. It is similar to
the original Confirm-IT product but does not include the graphical appointment
scheduling calendar. It integrates with and compliments existing appointment
scheduling calendar applications that do not offer an appointment reminder
feature. CI2 automatically sends Voice, Email and Text Message appointment
reminders to customers or patients who have scheduled appointments.
Customers receiving a phone call appointment “voice reminder” may be given the
option to interact by pressing a dial pad digit to confirm, or cancel. If CI2 is
connected to a phone system, it can transfer to a live person for re-scheduling.
Confirm-IT2’s main “Yesterdays and Today’s Confirmations” client PC
display screen dynamically shows the status of the latest appointment reminder
activity and callout results within the last 48 hours. Appointment Reports and
Confirmation Reports allow viewing of appointment reminder details selectable
by a time and date range.
Confirm-IT2 retrieves appointment reminder data information by Manual import
or by Auto import that performs a new import each time it detects a change made
to the appointment database file. Confirm-IT2 builds an internal database from
each appointment imported.
Only the pertinent appointment information is imported such as First Name, Last
Name, Phone Number, Email Address, Appointment Date, Provider, Start Time
and End Time.
No other personal or medical information is present in the Confirm-IT2 internal
database. The required reminder information must be presented by the existing
appointment calendar application to CI2 in one of two ways:
 The Customer Database to be imported into Confirm-IT must be in
Comma Separated Value (CSV), MDB / ACCDB, XLS, XLSX, DBC,
DBF, DB, TAB, or ODBC format file accessible by the Confirm-IT user
PC. Alternately, most existing scheduling software can perform a “Print to
File” operation which Confirm-IT2 can convert. The Print to File must
contain the required information in a structured form. This is a customized
option per application and available after a sample file is tested by CTL.
Confirm-IT2 Stand Alone consists of two individual components:
 Turn-Key Confirm-IT2 Linux Server Hardware, with Pre-Installed
Confirm-IT2 Application
 Confirm-IT2 Client (User) Software for installation on User provided PC
o In small office environments it may be that the Confirm-IT2 client
software will be installed on the same PC as the one running the
existing appointment calendar schedule application.