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SMS Stock Compliance

STOCK COMPLIANCE (STOCK REMINDERS)

This is a service that can be set up at practice or branch level to remind clients to medicate their animal/s, ie it is useful for repeat medication such as wormers and flea treatment. For example, once they have bought a wormer, they can be reminded in intervals of, say, 1 month that the next tablet is due, prompting them to repurchase the product if they need more supplies.

The reminders work on live Assisi data and data that has been converted from previous Ventana or Midshire systems.

A service will run each day (this will be set up by Support) to check for compliance and sends the messages as they become due. You should configure your products prior to this service being started.

Combined messages will be sent for multiple animals belonging to the same client if they are due for a reminder for the same product on the same day. If they are due the day after, then it sends separate text messages.

For each stock product, you can specify at what interval and how many times the reminder is to be sent following the purchase of the product and how many days in advance of that reminder date the message is to be sent.

  1. Display the product and click the SMS tile on the toolbar.

  2. Click the Enabled box.

  3. Set up the Interval (in months) and Repetition schedule.

  4. Set the Days in Advance that the message is to be sent.

0 = the actual day that the reminder becomes due

1 = the day before the reminder is due.

  1. Type in the first part of the message template (see below).

  2. Click Save.

Future purchases of the same, or an appropriate alternative, product will restart the routine. If a different type of wormer is purchased before the first reminder intervals have expired, the system recognises this and overwrites the existing outstanding reminders. You can identify alternative products by allocating the same generic classification to each applicable product. New generic codes can be created if required - Assisi Desktop>Settings>Stock>Generics.

SMS Templates

The SMS template is set up in two parts, the first part of which is on the product file as outlined above. This identifies the animal/s, and any text that is included in this part of the template will be repeated for each animal if exactly the same reminder applies to more than one animal for the same client.

Example Template First Part (this goes on the individual stock product):

**AnimalName** is now due for a Drontal Plus tablet

The second part of the message is set up on the Branch screen and will be included only once, even if the message applies to more than one animal. This can include the branch name or telephone number, for example.

  1. On the Assisi Desktop click Settings> Practice Setup>Branches and select your relevant branch code.

  2. Tick the Compliance SMS box and type in the second part of the message template.

  3. Click Save.