MedEx

From OpenEMR Project Wiki

MedEx Communication Service is a commercial messaging module available to openEMR practices utilizing version 5.0.1 and higher.

MedEx Features

MedEx automates Appointment Reminders and Recalls using phone calls, text messages and e-mails. Replies from patients are displayed directly in your EHR:

  • Appt. Reminders in the Flow Board and Calendar
  • Recall Message in the Recall Board
  • Both types of messages and their responses also appear in the SMS Bot

The SMS Bot is an openEMR-embedded SMS text device.

Go Green Events convert traditional mailings into digital events.

Announcements: Blast SMS and/or Voice messages to select patients.

Announcements and Go Green documents can target a broad range of patients or be very selective:

  • Office location
  • Provider
  • Appointment Type
  • Visit Status

MedEx Examples

Appointment Reminders

  • Choose to send an e-mail reminder 30 days before an appointment in the Calendar, then a text 2 days before. If the patient does not confirm, send a voice message later that day also...

Example.jpg Recall Messaging

  • Dr. X books three weeks out. Send an e-mail 30 days before the desired appointment date listed in the Recall Board. Two weeks before the desired date, send a text reminder to schedule only if the appointment was not made. If an appointment was made, MedEx auto-deletes the Recall request from the Recall board, so this step would not occur. Instead Appointment Reminders would begin processing!

Go Green Events

  • When a new patient is scheduled, a Welcome Letter with new patient forms attached or directions to sign-up via your Portal is auto-generated and e-mailed to the patient.
  • Auto-generate No Show e-mail messages (you can have different letters for each provider and/or each facility).
  • Send post-visit e-mails for feedback/CQI.
  • Send pre-printed materials 1 week before a scheduled day-surgery at a specific facility (eg pre-op restrictions, procedure times, post-op instructions, procedure-specific information and directions to the facility)

Announcements

  • Send a text and/or voice message to all patients scheduled tomorrow stating the office is open and despite needing a generator, the tornado did not destroy the building.
  • Send a text and/or voice message asking all patients of Dr. X scheduled in 5 weeks to call since she will be out of the office at a conference...

Steps to Activate MedEx in openEMR

1. Navigate to Globals->Connectors and check the Enable MedEx Communication Service box.
2. Refresh/open the Messages tab.
3. Navigate the Messages tab new sub-menu to File->Setup MedEx.
  • Begin the Sign-up process from within your EHR
  • Your server must be connected to the internet to create a secure connection to MedEx
  • Windows servers may need to update their root certificates (see here) to connect securely.
4. Login in to MedEx to configure your services.
5. MedEx will run on your server as a background service.


MedEx Notes

  • If a patient opts-out of one particular type of messaging, MedEx updates this preference in your EHR. If they later change their mind, you will have to manually change their messaging preference in the demographics section Choices.
  • There is a fee for this service.
  • Inquire[1] about special rates for free or non-profit organizations.
  • Rates may vary due to higher transmission costs in some countries.
  • Text-to-speech services are currently limited to English (Spanish is in Beta).
  • Clinical Reminder Messaging is currently in Beta.
  • CAPHS© Surveys are currently in Beta.
  • MedEx is a strong contributor and supporter of FOSS.