Add an appointment reminder

Add an appointment reminder

Appointment reminder messages are a valuable tool to help reduce the number of no-shows and last-minute cancellations.  Reminders can be sent via text message, email, or a robo-call.


Note: Appointment reminders are only available if your EHR is integrated with the Adit platform. Appointment reminders require status mappings to be completed, please refer to this article: Edit status mapping


To create an appointment reminder:

  1. Navigate to the Engage module.

  2. In the top navigation menu, hover over Auto-Reminders and select Appointment Reminders.  If you don’t see this option in the menu, click the three dots to view the rest of the menu options.

  3. Click on +Add to create a new reminder.

  4. Fill out the form fields:

    1. Reminder Name: name this reminder so you can identify it later (ie: 1 Week - Unconfirmed).

    2. Send Via: SMS, Email, or Voice - how would you like this reminder to be delivered to your patients?

    3. Send Reminder To: choose the appointment status that patients will have in order to receive this reminder.

    4. Advanced Filters: these filters allow you to further define who should receive this reminder based on their Appointment Type, Provider, or Operatory.

    5. When to Send: how far before/after the appointment does the reminder need to go out?

    6. Time of Day: at what time would you like the reminder to be sent?

    7. Spanish Auto-Reminder?: select Yes if you would like an auto-translated version of this reminder to go to patients who have Spanish as their Preferred Language in their patient profile in your EHR.

    8. Edit Message: customize the message for this reminder. Use Add Variables & Links to allow the message to pull patient and appointment details for a more personalized experience.

    9. Click the Save button to save your reminder.

  5. Click the toggle switch to turn the reminder on or off.

    1. If the switch is gray with the button to the left, it is off.

    2. If the switch is orange with the button to the right, it is on.


    • Related Articles

    • Add driving directions to your appointment reminder messages

      You can easily add a link to your appointment reminder messages to give your patients quick access to driving directions to your office. To add driving directions to your appointment reminders: Navigate to the Engage module. Select Auto-Reminders ...

    • Add a recall reminder

      Recall reminders can help unscheduled patients book their recare and prevent them from going inactive. Note: Appointment reminders and recall reminders are only available if your EHR is integrated with the Adit platform. To set up a recall reminder: ...

    • Edit an appointment reminder

      Update your appointment reminders at any time to ensure they are up-to-date and providing patients with the right information at the right time. To edit an appointment reminder: Navigate to the Engage module. In the top navigation menu, hover over ...

    • Add or remove columns in the appointment list

      You can customize the columns that display in the Appointment list in order to display the most useful information for your team. To add or remove columns from the Appointment list: Navigate to the Online Scheduling module. In the top navigation ...

    • How to Create an Incomplete Form Reminder

      To create an appointment reminder: Navigate to the Engage module. In the top navigation menu, hover over Auto-Reminders and select Incomplete Form Reminders. If you don’t see this option in the menu, click the three dots to view the rest of the menu ...