Each appointment type can have an automated reminder scheduled to be sent at a specific day and time with or without a Qnaire (see Customizing appointment reminders for an appointment type). You can also change these settings on a per appointment basis from the schedule. You can edit the date and time the reminder should be sent, add additional comments to the reminder message, add or remove a Qnaire. You can also remove a scheduled reminder or and add additional reminders.

You may want to add a new reminder if a patient called to ask about their appointment details and you want to immediately send those details.

Reminders are only sent if an appointment status is Confirmed, Booked, Rescheduled, or Action Required. They can be sent before or after an appointment.

Steps

  1. From the schedule, select an appointment and, from the appointment booking window that opens, select the Reminders tab (icon that looks like a bell).

    All scheduled reminders for this appointment type appear.

  2. To edit the reminder:
    a) Click the reminder to edit. The Edit Reminder window opens.
    b) Type a Message that will appear in the Additional Comments section of the appointment notification.
    c) Under Qnaire, search for and select additional Qnaires from the list or click X to remove the existing one.
    d) Change the Date and/or Time that the reminder should be sent.
    e) Click Save.

    d. Click Save again in the Reminders tab of the appointment.

  3. To remove the reminder:
    a) Click the reminder to edit.
    b. In the Edit Reminder window, click the Click here link to remove the reminder.
    c) Click Okay to confirm you want to remove this reminder.

    d) Click Save.

  4. To add a reminder:
    a) Click +Add.
    b) Type a Message that will appear in the Additional Comments section of the appointment notification.
    c) Under Qnaire, search for and select a Qnaire.
    d) Specify the Date and/or Time that the reminder should be sent.

    📌 Note: The default time and date the reminder is sent to a patient is 24 hours prior to the appointment.

    e) Click Save.

Updated December 30, 2021

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