SMS/Text Message Reminders:
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To set up your SMS settings that allow you to set a date and time they go out follow the steps below:
- Click practice logo or name
- Click general settings
- Click general information
- Update appointment reminder lead time
- Sent out 1-7 days before the patient's scheduled appointment at the time you chose (clinic time zone)
- Appointment statuses MUST be in any of the following in order for the messages to be sent:
- Scheduled
- Wait Listed
- Message Left
- No Answer
- Patients in ANY other Appointment Statuses will not be sent an SMS Reminder
PLEASE NOTE: Only valid cell phone numbers that are placed in the Mobile Phone field of the patient's Demographics will receive a text message reminder
Email Reminders:
- The first email is sent out as soon as the appointment is created on the schedule
- The second email reminder is sent the day before the patient's appointment at 3 pm-UTC
Will NOT be triggered if:
- The Appointment Type or Chief Complaint is updated on the Appointment Card
- If the duration of the appointment is modified but the start time stays the same
- If the appointment is in the Confirmed, Canceled, Rescheduled via SMS, no answer or Rescheduled Appointment Statuses
WILL be triggered if:
- The appointment Start Time is changed
- The day of the patient's appointment is changed
- If the appointment is in the Status of Scheduled and Waitlist
Online Scheduling Email Reminders:
- Online Scheduling Acknowledgement - Notifying the patient that the appointment has been requested
- Appointment Reminder - Notifying the patient that the appointment has been approved
PLEASE NOTE: Patients will only receive an email reminder if there is a valid email address in their account and the email has been verified.
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