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.  

InfoNote: 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. 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:

    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

      2. Provider

      3. 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?

    8. Edit Message: customize the message for this reminder.

  5. Click the Save button