Customize Patient Reminders

Customize patient reminders based on the material resource or location associated with the patient's appointment. This feature gives a lot of flexibility in customizing messages to different groups of people. 

Here's how you get started!

Reminders based on Location

Select the Reminder Type

To select the reminder type, start by clicking Utilities.

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Then, click Reminder Composer.

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Select Location Reminder as the Reminder Type.

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Choose a Location

Now, select a location from the drop-down for reminder customization.

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Customize reminder messages 

As soon as the material resource is selected, the default text appears in the SMS, email, and voice call fields.

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Once your messages are set up, click Save 

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Log off and back into the system for your changes to be applied.

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Now, patients who have appointments linked to the selected location will receive the location reminder.

Reminders based on Material Resources

Select the Reminder Type

To select the reminder type, start by clicking Utilities.

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Then, click Reminder Composer.

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Select Material Resource Reminder as the Reminder Type.

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Choose a Material Resource

Now, select a material resource from the drop-down for reminder customization.

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Customize reminder messages 

As soon as the material resource is selected, the default text appears in the SMS, email, and voice call fields, and the Enable material resource reminders toggle is turned off.

Note: The group preferences below are highlighted in blue which just means that reminders for this material resource have not been set previously.

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To customize the reminder messages, change the default SMS, email, and voice call messages.

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Once your messages are set up, turn ON the Enable material resource reminders toggle. 

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Click Save 

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Log off and back into the system for your changes to be applied.

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Now, patients who have appointments linked to the selected material resource will receive the material resource reminder.

Important information

  • When the Enable material resource reminders toggle is turned OFF, the patient reminders will be sent based on the location of the appointment. 
  • Anytime, you want to turn off the material resource reminder, simply turn OFF the Enable material resource reminders toggle!
  • Any changes made to your preferences will be reflected in the next reminder cycle if the changes are made before the reminder job runs on the backend.

    To ensure that the most updated patient reminders are sent out, all changes need to be made before 2:00 AM of the day reminders are set to be sent out. For example, A reminder is scheduled to be sent on the same day of the appointment i.e, 12/12/2020. Only changes made to the reminder preferences before 12/12/2020 (2:00 AM) will be reflected in the reminders that are sent out on 12/12/2020.

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