Overview
The Gray Text Reminders Button in ChiroHD allows users to manually send appointment-related text messages to patients. This is ideal for:
Sending unscheduled or one-off reminders
Communicating custom messages outside of your automated reminder schedule
🔐 User Permission Requirements
To access and use the Gray Text Reminders Button, the user must have Text Reminder permissions enabled.
✅ How to Check User Permissions:
Go to Settings > Users
Click on the user’s name
Navigate to Permissions
Confirm that Text Reminders is enabled
🚫 Note: Users without this permission will not see the Gray Button or the Send Text Reminder option in the calendar dropdown menu.
📅 Accessing the Gray Button
Navigate to your calendar view
Locate the gray “Text Reminders” button in the top-right corner
Clicking this button opens the manual text reminder interface.
⚙️ Default Text Reminder Settings
The manual reminder screen will display a default preset message by default.
Any edits made in this screen are not saved for future use.
To save custom messaging for future use, create a Preset Reminder (see below).
📤 How to Send a Manual Text Reminder
1. Using the Gray Button:
Click Text Reminders
Select the date for which you want to send reminders
Choose a preset reminder or create a new one
Select a specific patient, or leave blank to target all patients that match your criteria
Adjust appointment types and statuses as needed
Customize the message in the English Appointment Template
(Do not alter macro formats to ensure functionality)Preview your message
Click Submit to send
2. Creating a Preset Reminder (For Reuse)
Click Create Preset
Assign a name (e.g., “X-Ray Ready”)
Define conditions:
Patients who haven’t received a reminder
Specific appointment types or statuses
Custom verbiage (must be HIPAA compliant)
Click Save
Your preset will now appear in the dropdown list for future use.
3. Sending a Manual Reminder to an Individual Patient
In the calendar view, locate the patient’s appointment
Click the dropdown menu next to the patient’s name
Select Send Text Reminder
Choose a preset reminder
Click Submit
📌 Customization & HIPAA Compliance
All manual reminder messages can be edited for clarity or tone.
Default templates provided by ChiroHD are HIPAA compliant.
If you create or modify message content, it is your office’s responsibility to ensure it remains compliant with HIPAA regulations.
✅ Key Takeaways
Manual text reminders can be sent using the gray Text Reminders button.
Appropriate user permissions are required to access this feature.
Preset Reminders help save time and ensure consistent messaging.
Messages can be sent to individual patients or groups based on filters.
HIPAA compliance must be maintained when editing any message content.