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How to Setup Donna's Reminder effectively?
How to Setup Donna's Reminder effectively?

This article walks you through our recommendation on how to setup appointment reminders

Carmen Mick avatar
Written by Carmen Mick
Updated over a year ago

One of the challenges your practice likely faces is the number of missed appointments each week. Most of your patients don’t necessarily mean to miss their appointments, but a lot of times they simply forget about them. The most obvious solution is to send your patients reminders about their upcoming appointments. But are your reminder messages really effective?


With a combination of the right frequency, contact method, and timing of reminders, you can ensure that majority of your patients confirm appointments automatically, and that only a small number need manual intervention.


Here is our recommendation on how to set up your Appointment Reminders -

Days before appointment

Contact Method

Confirmable/ Friendly

Time to Send Reminder

21 Days

Email

Friendly

Default - Same time as scheduled appointment

7 Days

SMS & Email

Confirmable

Default - Same time as scheduled appointment

2 Business Day

SMS & Email

Confirmable

Custom - At a specific time

2 Business Day

Voice

Confirmable (only sent if appointment still not confirmed)

Custom - After 4 PM

2 hours

SMS

Friendly (or virtual Waiting room)

Default - 2 hours before scheduled appointment

What the above setup will look like once set up -

Note - If an appointment is confirmed, Donna will follow the Path titled "Y" or else "N"

💡Do you want to customize your reminder settings and verbiage?
Read How to Customize Reminder Messages.

For more best practices to best suit the workflow of your practice, please reach out to the customer success team.


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