Appointment reminder messages are a valuable tool to help reduce the number of no-shows and last-minute cancellations.  

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

Steps to create an appointment reminder:

1. Navigate to the Engage module.

2. On the navigation menu, go to Auto-Reminders and then select Appointment Reminders.
   

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

4. Fill out the fields accordingly:
   

1. Reminder Name: name this reminder so you can identify it later (i.e. 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
   

1. Appointment Type - Send the reminder only to patients with selected appointment types, such as a cleaning, consultation, or follow-up.
   

2. Provider - Send the reminder only to patients whose appointment is with a selected provider.

3. Operatory - Send the reminder only to patients assigned to a specific 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. Configure the Spanish Auto-Reminder, if required.

   

   The Engage module is able to translate your automated reminders into Spanish for patients who have Spanish set as their preferred language in your EHR software.

1. Toggle the option to Yes
   
   
   

2. The Edit Text Messages section will now have a separate space for English and for Spanish.
   
   
3. Click within the Spanish message text and update the auto-generated translation as required.
   

   

   Note: In order to send a Spanish reminder to a patient, the patient’s profile in your EHR software must have their preferred language set to Spanish.
   If you are using Eaglesoft, Dentrix, or EZ Dental, you simply need to include the keyword “Spanish” in the memo/notes field.

5. Click the Save button