How to Create an Incomplete Form Reminder

How to Create an Incomplete Form Reminder

To create an appointment reminder:

  1. Navigate to the Engage module.

  2. 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 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

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

    3. When to Send: how many hours/days/weeks do you want to send this reminder before the patient’s appointment? 

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

    5. 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.

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

  5. Click the Save button to save your reminder.

  6. 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.

 

 


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