Using the Reminders Dashboard
The Reminders Dashboard in Updox gives your practice a simple way to view and manage patient responses to appointment reminders. Even if you review confirmations in your connected EHR, the dashboard provides additional tools to reduce no-shows and improve patient follow-up.
Accessing the Dashboard
In Updox, click Reminders.
Select a time range of appointments to review.
The Response column shows patient responses:
✅ Green check mark = confirmed appointment
❌ Red X = cancelled appointment
Filtering Patient Responses
Click Response to filter patients who have not yet replied.
This creates a focused list of patients who may need additional outreach, such as:
Sending another Updox Text
Making a phone call
Managing Appointments
If a patient contacts your practice directly (e.g., phone or email), staff can confirm or cancel the appointment from the dashboard.
Invalid reminder delivery details (such as an incorrect phone number or email) are flagged in the dashboard so your team can update patient records.
Viewing Reminder Performance
For a high-level summary of reminder effectiveness, click Dashboard View in the upper-right corner.
Switch to Reminder Summary to see overall reminder performance and trends.
Benefits of the Reminders Dashboard
Quickly see which patients have confirmed, cancelled, or not replied.
Follow up with patients who don’t respond.
Manage appointment status without switching to your EHR.
Track reminder performance over time to improve scheduling.