You can set up email or text message reminders for your patients and their contacts to make sure they remember appointments. When reminders are enabled, the contact will receive a reminder about 24 hours before a scheduled appointment.
Appointment Status: If an appointment's status has already been changed to "Patient Canceled," "Clinic Canceled," "No Show," or "Checked-In," the reminder for that appointment will not be sent.
IMPORTANT: There is a fee associated with SMS/Text appointment reminders. These will be charged per reminder sent. These charges will appear on the following month's Invoice.
Enable Reminders for a Patient
- Open the patient's Contacts tab.
- Make sure the contact has an Email (for email reminders) or Cell # (for text message reminders).
- In the Reminders field, enable the Emails or Texts checkbox.
- Click the Save button.
Prior to sending your first text reminder, you must obtain an agreement from the recipient to communicate with them. This is often referred to as "consent". You must make clear to the recipient that they are agreeing to receive messages of this type. You will need to keep a record of the consent, such as a copy of the document or form that the message recipient signed, or a timestamp of when the customer completed a sign-up.
An email reminder will look similar to this:
Note: Reminder emails for teletherapy appointments have a way to join the session.
A text message reminder will look similar to this:
If a patient has multiple appointments within the same hour block, their reminders will be combined into one message.