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. In the top navigation menu, hover over Auto-Reminders and select Schedule Confirmation.  If you don’t see this option in the menu, click the three dots to view the rest of the menu options.
   

3. Click the +Add button.
   
   

4. Fill out the form 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. 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.

6. 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.

7. Click the Save button to save your confirmation.

5. 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.