Appointment Reminder Overview

Appointment Reminder Overview

InfoThis is a Premium Add-On Feature. Contact Support or your Account Manager for more information.

Appointment Reminders are configured in Patient Outreach and are designed to reduce no-shows by automatically reminding Patients of upcoming Appointments.

  • Appointment Reminders can be scheduled or sent on-demand (On-Demand Reminders are coming soon in v4.10).

Key Features

  • Reminder Sets: Group templates, timing, and delivery preferences into reusable sets for consistent outreach.
  • Message Templates: Create and manage text, email, or voice templates with patient-specific fields for personalized reminders.
  • Reminder History: View undelivered reminders and troubleshoot delivery issues directly within the system.

Types of Appointment Reminders

  • Appointment Reminders (Standard) are configured and scheduled from Patient Outreach.
  • On-Demand Appointment Reminders (4.10 Only) are sent manually from the Patient Appointments panel on the Patient Dashboard. 
  • These use standard Appointment Reminder templates but are delivered right away.
  • Appointment Update Reminders (4.10 Only) can be scheduled or sent on-demand.
  • These require their own templates separate from standard reminders and are sent when:
  • Updating appointment statuses en masse via Manage Appointments;
  • Scheduling a block appointment that affects existing patient appointments;
  • From the Patient Appointment screen.
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