E-mail Input Fields Guide for Automated Appointment Reminders

In Automation Appointment reminders, e-mail template input fields insert data depending on whether the e-mail reminder is sent for one/multiple appointments on the same day with the same provider.

Setup Appointment Reminder Recipient

The input fields rely on the recipient of the patient’s appointment reminder.

1. Go to Patients Records > Patient tab > Address sub-tab

2. Send Appt. Reminders > Select the recipient of the patient’s appointment reminder

By default, this is set to the head of the family, who is usually responsible for patient communication. Change the recipient of the appointment reminder if the patient’s reminder should not be sent to the head of the family. e.g. wife should not have reminder sent to husband.

Single Appointment Reminders

1. Patient is the recipient of their own appointment reminder

   • Firstname: Recipient name

   • Appointment Name(s): you

   • Next Appointment(s): on Tue 16/04/19 at 09:00am

   • Example: Hi James, this is a dental appointment reminder for you on Tue 16/04/2019 at 09:00am.

2. Patient is a family member of the recipient

   • Firstname: Recipient name

   • Appointment Name(s): Patient name

   • Next Appointment(s): on Tue 16/04/19 at 09:00am

   • Example: Hi James, this is a dental appointment reminder for Noah on Tue 16/04/2019 at 09:00am

Multiple Appointment Reminders

When a family have appointments on the same day with the same provider, one e-mail will be sent out if the family members have the same recipient for their appointment reminders. For example, Mum is the head of the family and receives appointment reminders for herself and her children.

1. If the family’s appointments are scheduled at various times on the same day, the below data will be inserted into input fields. 

   • Firstname: Recipient name

   • Appointment Name(s): you, Joel and Keegan

   • Appointment(s) Table:

     Date	DOW	Time	Dur.	Patient Name	Provider Name
     16 Apr 2019	Tuesday	9.00am	15	You	Dr John Smith
     16 Apr 2019	Tuesday	12.00pm	15	Joel	Dr John Smith

2. If the family has consecutive appointments, the below data will be inserted into input fields

   • Firstname: Recipient name

   • Appointment Name(s): you, Joel and Keegan

   • Next Appointment(s): on Tue 16/04/19 starting at 10:00am

   • Appointment(s) Table:

     Date	DOW	Time	Dur.	Patient Name	Provider Name
     16 Apr 2019	Tuesday	9.00am	15	You	Dr John Smith
     16 Apr 2019	Tuesday	12.00pm	15	Joel	Dr John Smith