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 mappingTo create an appointment reminder:
Navigate to the Engage module.
On the navigation menu, go to Auto-Reminders and then select Appointment Reminders
.
Click on +Add to create a new reminder.
Fill out the fields:
Reminder Name: name this reminder so you can identify it later (i.e. 1 Week - Unconfirmed).
Send Via: SMS, Email, or Voice - how would you like this reminder to be delivered to your patients?
Send Reminder To: choose the appointment status that patients will have in order to receive this reminder.
Advanced Filters: these filters allow you to further define who should receive this reminder based
Appointment Type
Provider
Operatory
When to Send: how far before/after the appointment does the reminder need to go out?
Time of Day: at what time would you like the reminder to be sent?
Spanish Auto-Reminder?
Edit Message: customize the message for this reminder.
Click the Save button