Where do I find Reminders Settings?
Select Reminders from the left-hand menu.
Select the Settings tab (top right).
What can I change in Reminders Settings?
Section | What it controls |
Scheduling | Your practice time zone, when reminders are sent, and how they're sent |
Restricted Timeframes | Times and days when reminders should not be sent |
Appointment Contact Telephone Number | The phone number included with your reminders |
Multiple Reminders | How reminders work when a patient has more than one appointment |
Appointment Bundling | Combining several appointments into one reminder |
Human Voice | Voice settings for phone call reminders |
How do I set my reminder schedule?
Updox can send up to 3 reminders for each appointment.
In the Scheduling section, select Edit Schedule.
For each reminder, choose a delivery method:
Email
Telephone - Home
Telephone - Cell
Text Message
Choose when each reminder is sent (for example, 1 week, 48 hours, or 24 hours before the appointment).
Turn each reminder on with its toggle.
Select Save Changes.
What other scheduling options are there?
Practice Timezone: Set this so reminders go out at the right local time.
Send reminders after confirmation is received: Check this box to keep sending the remaining reminders after a patient confirms.
Allow patients to cancel an appointment: Check this box to let patients cancel from their reminder.
How do I stop reminders from going out at night or on weekends?
In Restricted Timeframes:
Set a Delivery restricted start time and a Delivery restricted end time (for example, 8:00 PM to 8:00 AM). No reminders are sent during this window.
To skip weekends, turn on Restrict Weekends. Reminders scheduled for Saturday or Sunday are sent on Friday instead, just before the restricted start time.
Can I change what the reminder says?
Yes. Custom messages are created on the Scripts tab.