For independent accounts using MyMedLeads for scheduling:

  • Appointment notifications and reminders come from the user (assigned Rep) for the lead that was scheduled
  • If you schedule an appointment for a person who is not assigned to you, the appointment notifications and reminders will come from the assigned rep and not you

For integrated accounts using their EMR for scheduling and MyMedLeads for appointment notifications and reminders:

  • Scenario 1:
    • Lead is created in MML and assigned to user Jane Doe
    • The lead is converted to a patient in the EMR and scheduled in the EMR
    • The appointment notifications and reminders will come from Jane Doe
  • Scenario 2:
    • An existing patient already has a record in the EMR and is scheduled in the EMR
    • The integration creates a new record in MML but does not know which user should be assigned, therefore, a Default EMR Rep is selected as the assigned rep
    • The appointment notifications and reminders will come from the Default EMR Rep
  • Who is the Default EMR Rep?
    • You can use any existing MML user or create a generic user such as “Wilson Plastic Surgery / info@wilsonplastic.com”
  • Where is the Default EMR Rep set or edited?
    • Go to Preferences > PMS/EMR Preferences
    • Choose one of your MML users to be the Default EMR Rep