Workflow for Appointment and Recall Reminders

Workflow for Appointment and Recall Reminders


  1. Contact your Account Manager for information on getting started.
  2. Set up System Settings.
  3. Create some Basic Message Templates. Create at least one message for each delivery method that you are using.
  1. Add the Appointment Reminder and Recall Sets
  • The Reminder Sets tell the System:
  • When: The Day, Week, Year and Time to send the Message.
  • How: Delivery Method by Text Message (SMS), Email Address, or Voice Message
  • Where: The recipient's phone number or email address is required to send the message.



    • Related Articles

    • Patient Outreach Overview

      Patient Outreach Hub Patient Outreach serves as a hub that provides access to Appointment Reminders, Recall Reminders, and Balance Notifications. (Scheduling > Patient Outreach button) Appointment Reminders (Premium Add-On) Set up and manage SMS, ...

    • Appointment Update Reminders

      This feature is only available with Release 4.10 (Coming Soon) Appointment Update Reminders can only be sent if Appointment Reminders are enabled in the Database. Appointment Reminders are an Add-On Product. Contact Support or your Account Manager ...

    • Appointment/Recall Reminder Sets

      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 ...

    • Message Templates for Appointment Reminders and Recalls

      This is a Premium Add-On Feature. Contact your Account Manager for more information. Appointment Reminder and Message Templates Overview Message Templates Overview Message Templates for Appointment Reminders, Recall, and Statement Balance ...

    • Appointment Reminder Setup Examples

      Inclement Weather Announcement Ensure that this Reminder is deactivated after normal operating hours are resumed to prevent accidental messages from being sent. See Deactivate the Reminder below for more information. Reminder Set Add an Appointment ...