We understand that you know your patients best. That includes when and how messages are being sent to them. That's why we included a way for you to customize how patients receive their Appointment Reminders!
To make those changes, go to the Gear Icon> AUTOMATION page and scroll down to the Appointment Reminder section,
To set when the Appointment Reminders are sent and what templates are sent you will select "Send Email" and "Send SMS" from the drop-down menus. If you do not want to send a specific type of communication (i.e. email or text), select DISABLE and that type of reminder will not be sent. The final drop-down menu next to "When," determines how far BEFORE the appointment the Appointment Reminder will be sent to the patient.
If you would like to send MORE than 1 appointment reminder click on the blue Add Appointment Reminder button and select the appropriate templates and when you would like the additional reminder to go out!
If you need to send a one-off appointment reminder to a patient, you can do so manually within your account.
Text:
1. Go to the CONVERSATIONS page and search for the contact of your choosing.
2. Type your message/reminder within the NEW MESSAGE bar.
3. Select whether you would like to send the message now or trigger the reminder to send at a scheduled date and time.
Email:
1. Go to CONTACTS> SEND BULK MESSAGE.
2. Select SEND EMAIL ONLY.
3. For the RECIPIENT CRITERIA select, SEARCH BY NAME and select the specific patient you'd like to send to.
4. From here, you can select a custom saved message template or create your email from scratch.
5. Once completed, you can send the message now or schedule to send it at a later date.
