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 then the 'New' button.

1.  Assign the new rule a name, for example “Exercise Initial Appointment.”
2. Check the check boxes to: 
   
1. Activate the reminder rule.
2. Send confirmation messaging.
3. Send calendar event for patient (only for email reminders).
3.  Setup when to send the reminders.
1.   As soon as the appointment is booked, or
   
2.   A set number of hours prior to appointment, for example 24, 48, 72 hours.   
   

1. Assigned templated messaging that will be sent to patients via each method of reminder.
   

           

   Click here for instructions to create new Templates used for reminders.

1. Set the reminders to go out for specific appointment types and or providers.
   

 

 See below for a video reviewing the setup of automated appointment reminder rules.

Activating/deactivating automated rules

To deactivate an automated appointment reminder rule, uncheck the ‘Active’ check box, it will change to red and ‘Inactive’.

Check this box again to re-activate the rule in the future.

Copying automated rules

Select an existing rule and click copy rule. Use this when making multiple rules very similar in criteria, it is much faster.

Post-appointment rules

You can utilize the reminder rules to send out post-appointment messages. These can be used for sending out post-appointment surveys, review requests, and many other uses. Post-appointment messages can be sent up to 999 hours (41.6 days) post appointment.

To setup post-appointment message rules, 

 From the menu at the top of the tabletop screen select Appts > Appointment Reminders

  

  Click the 'Automated Rules' button and then the 'New' button.

1. Assign the new rule a name, for example “After consult survey.”
2. Check the box to activate the reminder rule.
3. Setup how many hours after the appointment you would like to send the message.  

1. Assigned templated messaging that will be sent to patients via each method of reminder.   

      

 

Click here for instructions to create new Templates used for reminders. Ensure to include a link to your survey/review page or attach an intake form depending on your process.

1. Set the message to go out for specific appointment types and or providers.
   

 

Click save once completed.

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