Patient Reminder

Reference Guide

Add a header to begin generating the table of contents

Schedule

Click on the Schedule tab from the left side panel to see an overview of all physicians’ schedule
Double-click a free time slot
1. Or right-click a free time slot > click the New Appointment option
2. Or click a free time slot to select it > click the New Appointment button
Click Patient Lookup (see reference)
Enter the patient’s name, date-of-birth or account number > click Search Patient > double-click the correct patient
1. Or click New Patient to create a new patient
Select the correct Schedule, Subject, and Reason, etc. (see configuration)
Click Save and Close

Select existing appointment or create a new one
1. It is important to note that patient’s must have phone number and email in patient profile in order to receive messages
2. Right click appointment > hover over reminder > select from the following: SMS, Voice, Email, Telehealth, Quick note via SMS

Not effective at all like SMS or email since people don’t normally answer calls from unknown numbers
Send reminder: 1 day before

Send SMS Reminder: 2 days before
Message Content: send us your actual message. Include any other language if you need to. The language prompt is based on the spoken preferred within the patient profile.
We can customize and send out pre-screening questionnaire for patient to fill out and sign. The signed questionnaire will be stored in the patient chart. This setup will incur additional cost.