You can send customized and automated appointment notifications to patients via email or text messages.

⚠️ Important: When possible, use email notifications (which are free) instead of SMS messages (which come at a cost when you exceed your clinic's monthly limit). See SMS overage charges.

💡 Tip: For information about configuring provider appointment notifications, see Auto-notifying providers of schedule changes.

Steps

1. From the main menu, click Settings > Notifications.

📌Note: By default, notifications for Patients are displayed.

2. To set up a specific notification, in the General tab, click Default for either EMAIL or SMS.

Based on your selection, the Customize Email Notification or Customize SMS Notification window displays.

3. To customize a notification, refer to the following table:

Field

Description

Email Title

Enter your email title.

Patient Actions

Include links to Qnaires to send to patients.

Location Information

Include the clinic location where patients will be seen.

Appointment Actions

Include a link to the patient's appointment booking.

💡 Tips:

  • To add variables to the message body, click Add Variable and select the desired variable from the list.

  • You can also customize patient notifications by appointment type. Click the By Appointment Type tab and select the desired appointment type.

    • Notifications for the selected appointment type appear.

      By following the steps above, you can customize notifications for the selected appointment types.

4. Click Save. The message is saved and Customized is displayed next to the notification you just configured.

Updated June 24, 2022

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