📝 Overview
Text reminders in ChiroHD help ensure patients receive timely notifications about their appointments. This guide walks you through setting up text reminders, configuring templates, and scheduling message delivery times.
🔑 1. Accessing the Text Reminder Configuration
Log into ChiroHD and navigate to your live location
Go to Settings > Office > Office Configuration
Click on "Scheduled Reminders"
Click "Add Text Reminder Schedule"
If this option is unavailable, navigate to Settings > Initial Setup > Integrations > Twilio
Enter your area code to select a texting phone number
Complete the A2P Registration process as required by FCC regulations
See the ChiroHD Academy Twilio Lesson for further details
🗓️ 2. Creating a Reminder Schedule
Click "Create" or select a previously created template from the Reminder Preset Search Field
If you have never created a template, this field will be empty
Name your preset
📋 3. Selecting Appointments for Reminders
Choose which appointments should receive reminders:
Haven’t been sent a reminder yet: Sends only if a patient has not received a reminder
Haven’t responded to a previous reminder: If a patient received a text but hasn’t responded, the system triggers another at a set time
Select Appointment Types for reminders
Leaving this blank sends reminders for all appointment types
Choose Appointment Statuses to receive reminders
If you want confirmed patients to receive an additional reminder, select Scheduled and Confirmed
✏️ 4. Customizing Your Text Reminder Template
Click Preview to see how the message will appear
Customize the message using Macros:
Ensure macros are copied and pasted correctly
Click Save after adding personalized text
Update the Spanish template manually, as the system does not auto-translate messages
Save the final template by clicking the green submit button in the bottom right
🕒 5. Scheduling Text Reminders
Choose when to send reminders:
Send at a specific time of day
Send a set number of hours before the appointment
If using "X Days Before" and "At Hour of Day," both fields must be completed
Determine the exact time for delivery
To send reminders a specific number of hours before an appointment:
Use "OR X Hours Before"
Enter "24" if setting reminders for 24 hours before an appointment
🔄 6. Managing Reminder Schedules
Pausing a Template:
Instead of deleting, temporarily inactivate a template when needed
Sending Multiple Reminders:
To send reminders at both 24 hours and 2 hours before an appointment:
Click "Add Text Reminder Schedule" again
Select the template under the Reminder Preset Column
Click into "Or X Hours Before," enter the number of hours, and leave the status Active
Save your work
✅ Conclusion
Following these steps ensures that text reminders are efficiently set up in ChiroHD, helping reduce missed appointments and improve patient communication. If you encounter any issues, refer to the ChiroHD Academy Twilio Lesson for more details on the integration process.