Managing patients' appointment reminders

Managing patients' appointment reminders

When you schedule appointments for your patients, you can choose how and how often they receive reminders via email, mobile text or phone call.  You will set these options so they are the same for all patients.
  1. Go to Preferences and select Patient Communications from the middle column.

  2. In the Appointments section, decide whether notifications and reminders should be set, and by what communication method.
    1. For notifications, select On or Off to send an email to the patient when you schedule, reschedule or cancel an appointment.

    2. For reminders, you can send them either with or without the option for the patient to respond to confirm.  Be sure you are making selections on the row representing your choose. Everything on the other row option should be set to Off.  You can also set everything on both rows to Off so that no reminders will go out.

      You also have options to send these reminders via text and automatic voicemail as well as email.  Select On or Off next to each communication type. At least one option should be set to On.

    3. Click the Save button at the top of this page.

  3. Click the Manage button to open the Reminder Scheduling Details page to determine when reminders should be sent.  Be sure to make selections for any communication type you set to On.  Notice that you can configure text/voice reminders to have either the same or different timing as email reminders.

    1. Set up either a Fixed (same for all appointments on a given day) Time or a Fluctuating time (timing varies based on specific appointments on a given day).
    2. Configure the specific timing for the Fixed or Fluctuating reminder.
    3. Click the Save button

  4. Go back to Preferences> Patient Communications to double-check your settings.

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