Appointment reminders

Appointment reminders

Electronic reminders for patients advising them of an upcoming appointment. This feature allows patients to respond to the reminder to confirm or cancel their appointment.

Learn more about appointment reminders below.

  1. Manual appointment reminders can be sent out by staff.
  2. Automated appointment reminders can be setup to automatically go out based on specific criteria.
  3. Customize the messaging patient will receive – creating message templates.
  4. Customize the messaging patients will receive once replied.
  5. Appointment reminder report details and functionality.
  6. Patient perspective responding to appointment reminders.
  7. ​Assigning specific appointment statuses to receive reminders.

Click here to review adding reminder method preference to a patient client card.


    • Related Articles

    • Customize which appointment statuses should receive reminders

      There are multiple appointment statuses within every clinic to decipher if patients are booked, checked in, cancelled, done, and more. Appointment reminders are designed to go out for appointments that are booked and coming up in the next few days. ...

    • Appointment Reminder Report

      The appointment reminders report shows a list of appointments in the date range selected, whether reminders were sent, which method the reminder was sent, if there is a response to the reminder or not, as well as all the appointment details. Think of ...

    • Automated appointment reminder rules

      Setting up automated appointment reminder rules Customize reminders to suit your clinic, providers, and appointment types. From the menu at the top of the tabletop screen select Appts > Appointment Reminders Click the 'Automated Rules' button and ...

    • Manual Reminders

      It is possible to send reminders manually as well with specific messaging templates or hand created messaging. From the appointment reminder report Select the appointments you want to send reminders for. Click the button corresponding to the reminder ...

    • Adding appointment reminder methods from the appointment window

      Open the appointment window. Click the reminder tab. Add new. Click new. Select method from drop down (Email, text, phone). Select specific entry from dropdown. Click save.