Set up appointment reminders
Reminders are sent automatically for scheduled and confirmed appointments at the moments you choose. Once enabled there is nothing to click on the day.
About 3 min
- 1
Open Settings, then Reminders
Switch reminders on for the organization.
- 2
Choose the moments
Tick up to five points before the visit from 72, 48, 24, 12, 4, 2 and 1 hours. Most clinics use 24 hours and 2 hours.
- 3
Choose channels
SMS, email or both. A patient without an email gets SMS only, and the other way round.
- 4
Check the sender details
Messages carry the location's display name and phone. If they are missing, set them in the owner portal under Locations.
- 5
Set each patient's language
The preferred language on the patient record decides the message language; the clinic language is the fallback.
Good to know
- SMS credits are part of Practice and above: 300, 1,000 or 3,000 a month depending on the plan.
- Every reminder is logged on the patient with its status: sent, failed or skipped.
- Cancelled and no-show visits are never reminded.
How this works in depth
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