An office can quickly and easily schedule their text reminders with our automated process.
Instructions to use scheduled text reminders
Create a step-by-step guide
Step 1: Enable Scheduled Text Reminders Under Office Configuration
Step 2: Create Presets
Step 3: Create Text Reminder Schedule
Step 1: Enable Scheduled Text Reminders Under Office Configuration
Click Settings Office Office Configuration
Enable Scheduled Text Reminders
Step 2: Create Presets
Scheduled text reminders REQUIRE a text preset in order to operate.
To create a new text preset, click on "Create"
Use the drop-down arrow to select an already established text reminder preset
Text reminder presets are covered in detail here
Step 3: Create Text Reminder Schedule
Select the text preset you would like to schedule by clicking the drop down arrow under "reminder preset"
Under "Send X Days Before", select how many days prior to the appointment the reminder should be sent.
If "0 Days" is selected, reminders will go out the day of the appointment at the specified time
Under "Send X Hour of Day", select what time (in your own timezone) reminders should be sent.
If additional presets need to be sent out, click "Add Text Reminder Schedule" for another segment to appear
Scheduled reminders can be sent more than once, as long as "all appointments, regardless of previous responses" is chosen on the template setup
Example of this is shown below - with each template set up to send 3 days before, and then 1 day before
Click "Save"
You should minimize the private health information in all appointment reminders, particularly with regards to sensitive or specific health information. For example, rather than saying that a reminder is from “Chiropractic Universe”, you should say that it is from "Dr. Smith." Consider not including the name of your patient in reminders, if this makes sense for your patient population.
Do not include information about diagnoses or treatment plans in reminders. While our Appointment Reminder feature is very accurate with regards to getting messages to the specified recipients, it is nonetheless possible that unauthorized parties will be able to view/hear your reminder.
For example, work voicemail systems may be accessible by other employees, mobile phones may be lost or stolen, or email may be intercepted. If you wouldn't be comfortable broadcasting the message on the loudspeaker at your local department store, give the patient the minimum information required to jog their memory. You can tell them the detailed information in person.