PRIMER CARING

Clinic appointment reminders

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Appointment reminders

Prepare the appointment details and patient list, then review before sending.

01 Appointment

Edit reminder

Fields: {NAME}, {CLINIC}, {DATE}, {TIME}.

02 Patients

Copy two columns from Excel: name, then phone number. Up to 100 patients.

Ready when you are.

Set up this computer

One-time setup · Desktop Google Chrome

Step 1 of 3

Download and install the companion

The setup pack contains the companion folder and a short guide. There is no separate Windows installer.

Download setup pack

If Google Drive opens, click Download there, then follow the steps below.

  1. Open Downloads. Right-click the ZIP → Extract All… → Extract.
  2. Move the extracted PRIMER_CARING_Setup folder to Documents. Keep it there.
  3. In a new Chrome tab, type chrome://extensions in the address bar. Switch on Developer mode at the top right.
  4. Click Load unpacked. Select the companion folder inside PRIMER_CARING_Setup, then Select Folder.

You should see PRIMER CARING Companion in Chrome. Keep this app tab open, then click Next.

Open the full setup guide

Settings

Computer connection

· Setup guide

Keep the app and WhatsApp tabs open and your computer awake.

Review reminders

PatientPhone

Sends as one paragraph. Check the numbers and recipient permission.

Check reminder

Check the WhatsApp chat before choosing an action.