To create an appointment reminder:
Navigate to the Engage module.
In the navigation menu, hover over Auto-Reminders and select Incomplete Form Reminders.
Click on +Add to create a new reminder.
Fill out the form fields:
Reminder Name: name this reminder so you can identify it later
Send Via: SMS, Email, or Voice - how would you like this reminder to be delivered to your patients?
When to Send: how many hours/days/weeks do you want to send this reminder before the patient’s appointment?
Time of Day: at what time would you like the reminder to be sent?
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.
Edit Message: customize the message for this reminder.
Click the Save button to save your reminder.
Click the toggle switch to turn the reminder on or off.