Customize which appointment statuses should receive reminders

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. If a patient cancels, although the appointment is still visible in the schedule, the reminders should not go out.

 

On the Healthquest Tabletop screen Select Setup > Add Item Types.

Select ‘Appt States’. Under the ‘Send Reminders’ column, check the box for the appointment statuses requiring reminders. In this example, it is only the appointments in the ‘Booked’ state that will receive reminders:

        

Fear not, those cancelled, and late cancelled appointments will NOT get those reminders!



    • Related Articles

    • 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. Manual appointment reminders can ...
    • Appointment statuses

      Appointment statuses indicate the stage in the appointment process the patient is in. For example, as a patient arrives for a booked appointment, the status should be changed to ‘arrived’. Appointment statuses can be customized within your clinic to ...
    • Changing appointment statuses

      As patients arrive, change the appointment status appropriately. Right click on the patient in the schedule, opening the appointment detail window. Change the status to applicable state, such as arrived, cancelled, etc.
    • 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 ...