Have you wanted to send out a reminder or information to patients who are scheduled for a specific appointment type? Maybe, you have paperwork for your new patients to complete and want them to do so before their visit.
An Appointment Campaign can be used for both those reasons and more! This can also include:
Customized reminders
Links
Information that may be of importance to the patient's upcoming visit
Building an Appointment campaign
1.Begin at the CAMPAIGNS tab> SHOW TEMPLATES page and click +Add Template in the top right corner. Once in the campaign builder, under "Type" select "Appointment".
*You will need to choose the appointment type(s) you would like to configure to receive these messages.
2. After clicking Add Campaign you can now set up individual steps by clicking +Add Step. This can be further customized to send out particular messages based on your preference. For example, if a new patient is scheduled for a visit, you can create a step to send a text/email that includes a link to your paperwork or directions to the office.
Confirmed/Unconfirmed Appointments:
Confirmation reminders can also, be set up within the campaign steps. If you have multiple reminders but, only want an additional reminder to trigger if the appointment was not yet confirmed, you can do so in the secondary reminder step directly.
Under "When", you can set the reminder to trigger by a certain time frame "Before Appointment" based on the "Status"- "If not Confirmed". If the patient did not confirm the initial text, they will still be triggered to receive the additional reminder set.
CLICK HERE to view an article on adding a new step to a campaign!
