How to send Manual Appointment Reminders and/or Notifications

There are two methods to send appointment reminders via SMS and E-mail.

1. Batch Message: Use this method to send to multiple patients for a date range. 

2. Single Message: Use this method to send to only one patient.

Batch Message

1. Go to the Appointment Book > Options menu > Send Appointment Messages

   1. Date Range: Select the date of appointments to send reminder

   2. Method: Select from SMS and E-mail; they must be completed separately

   3. Message Type: Select from

      1. Appointment Reminder: Used to seek confirmation of the appointment

      2. Appointment Notification: Generally used for non-confirmation messages

   4. Location: Select the location or Any Location (if applicable)

   5. Appointment Books: Select the books to send the message to

   6. Click OK
      
      

      1. Individual messages can be edited before sending by clicking in the Edit column

      2. Click Select Ready

      3. Click Send
         
         

Single Message

1. Go to the Appointment Book > Right click on Appointment

2. Send... > SMS or E-mail

   1. Message Type: Select from

      1. None: Select to create a new message, not using a template

      2. Appointment Reminder: Used to seek confirmation of the appointment

      3. Appointment Notification: Generally used for non-confirmation messages

   2. Mark Using # Status: Select if the appointment should be marked with an appointment status after sending

   3. Click Send
                        

Set Patient Preferred Contact Method for Appointment Reminders

Send Manual Appointment Reminders and/or Notifications