This is a Premium Add-On feature. Contact your Account Manager for more information.
Before creating the Appointment Reminder Set or a Recall Set, create the basic Reminder texts, emails, and/or voice message templates.
Automate Appointment and Recall Reminders
The Reminder Sets tell the System When, How, and Where to deliver the Appointment and/or Recall Reminders.
Appointment and Recall Reminders can be sent to your Patients by Text, Email, or Voice.
- If you want the Patients to reply, text message reminders can be set up to support two-way communication for Appointment Reminders.
- The response feature is not available for Recall Reminders.
- Patients can be Opted-In/Out during:
- Existing patients will maintain their current Opted-In or Opted-Out status unless their demographic information is manually modified.
Add an Appointment/Recall Reminder Set
- From Scheduling on the Left Side Menu, select the Patient Outreach button.

Reminder Sets can also be created in Schedule Setup.

- Select the Appointment Reminders or Recalls Tab.

- To Add a new Reminder Set, select the Add button.
- For an existing Appointment Reminder, select the Modify icon.

Reminder Info Panel
- Copy Reminder: If you want to Copy an existing Reminder for a similar setup, select it from the dropdown.
- Leave as blank if creating a new Message.
- Description: Enter a Description for the Reminder.
- Active: The checkbox is selected by default.
- Sender Email: Select the Sender Email from the dropdown.

Reminder Criteria Panel
- Use the Filters to set the Reminder Criteria.
- Note: The Appointment Type, Facility, and Resource will determine which Patient Recall Reminders are automatically sent.
- If the field is left blank, it will include all in that category.
- Multiple selections can be made for each field.
- If you have different Reminder Messages for individual Providers (Resources) Appointment Types, etc., set up a separate Reminder Set for each one.
- Example: Provider Dr. Test is using Reminder Message A and Dr. Heal is using Reminder Message B, you will need to set up a separate Reminder Set for each one.
- If all Providers are using the same Reminder Messages, only one Reminder Set is needed.