Schedule confirmations allows your patients to feel assured when their appointment has been entered, especially for those that booked an appointment online.

Note: Schedule Confirmations are only available if your EHR is integrated with the Adit platform.

To create a schedule confirmation:

1. Navigate to the Engage module

2. On the left navigation menu, hover over Auto-Reminders and select Schedule Confirmation.
   

3. Click the +Add button.
   
   

4. Fill out the fields:

1. Reminder Name: name this reminder so you can identify it later (ie: 1 Week - Unconfirmed).

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

3. Send Confirmation 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 on their Appointment Type, Provider, or Operatory.
   

5. Assign Forms: this allows forms (within the Active library) to be attached and be sent as a link along with the scheduled confirmations.
   

6. Spanish Auto-Reminder?: select Yes if you would like a Spanish version of this reminder to go to patients who have Spanish as their Preferred Language in their patient profile in your EHR.

7. Edit Message: customize the message for this reminder. Use Add Variables & Links to allow the message to pull patient details for a more personalized experience.

5. Click the Save button to save your confirmation.