Appointment Reminders

1. Click on Settings > Scheduling Settings > Appointment Reminder Settings menu.
2. Configure and set up appointment reminder emails and days before which the email should be sent to patients for various reminder types.
3. The “Appointment Reminders” has three types of reminders, which are displayed in separate tabs such as “Email”, “Voice”, and  “Text” reminders.
4. In the Email tab by default, the email reminder switch will be enabled.

5. If the provider doesn’t want to send reminders by email, they can switch off the toggle button.
6. The email reminder has its email message template based on the type of appointment, such as Direct or Telehealth appointments
7. You can edit the message template by clicking on the “Edit” button in the Email Preview section and changing the mail, and by clicking on the “Save” button.
8. You can also set the reminders to be sent to patients before a certain number of days in the Reminders Schedule to remind the patient of the appointment and prevent no-shows.
9. Once all the information is entered and selected, click on the “Save Information” button to save the configuration.
10. In the “Text” and “Voice” tab, initially, the email reminder switch will be disabled.

11. Other than the email reminder, only one type of reminder can be sent to the patients so based on that, select your preferred Text or Voice Reminder.

12. After selecting the other reminder option, follow the same steps as the Email reminder configuration to configure your other reminder preference.