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 navigation menu, hover over Auto-Reminders and select Incomplete Form Reminders

  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.